“Apple is now expected to ship 36 to 38 million iPhone XR units in the [calendar] fourth quarter of 2018, up 10 percent from an original estimate of 33 to 35 million units,” Clover reports. “With the revised XR shipment expectations, Kuo believes Apple will ship a total of 75 to 80 million iPhone units during 4Q2018.”
“iPhone XR shipments are also expected to be up in the [calendar] first quarter of 2019, a historically slow quarter for Apple,” Clover reports. “Quarter over quarter decline is expected to be at 25 to 30 percent instead of 45 to 50 percent for iPhone 8.”
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MacDailyNews Take: Pent-up demand and a late start for iPhone Xr may lead to Apple’s best calendar Q1 (fiscal Q2) ever!