Analysts at UBS say that Apple’s 2019 iPhones are off to a strong start in U.S. sales as the firm’s data suggests customers may have to wait longer to get hold of the iPhone 11 or iPhone 11 Pro models than customers did for the 2018 releases…
Malcolm Owen for AppleInsider:
After observing a “general bias” to the downside for iPhone sales from other analysts, the investor note from UBS seen by AppleInsider indicates the data does “not suggest the type of short-falls in sales that we saw last year.” UBS reckons it is due to “more modest expectations from Apple” and its supply chain for 2019.
On the subject of availability, using data from the first five days after launch suggests there are longer wait times for the iPhone 11 and iPhone 11 Pro than the iPhone XR and iPhone XS, with supply for the iPhone 11 “much more modest” despite having a lower average selling price versus the iPhone XR.
In the first five days, availability in the US for the 2019 models is longer compared to last year…
MacDailyNews Take: Sales of iPhone 11, iPhone 11 Pro, and iPhone 11 Pro Max are surprisingly strong. As we get closer to the 5G iPhone hype, later in 2020, it’ll be interesting to see how Apple will attempt to keep sales flowing.
Still waiting for my carrier Xfinity Mobile to get my 512GB 11 Pro Max in my store so I can trade in my Xs Max for it.
Just checked iPhone 11 64gb green, delivers 18-25 Oct.
Not strong enough. Analyst says Apple stock no longer attractive and Google or Facebook would be a better buy for investors. So clearly, iPhone sales aren’t going to be good enough to please investors. Most of the reviews I have seen for iPhones are quite positive, so I guess it’s a matter of market saturation where there won’t be enough upgrades or switchers from Android to sell iPhones in any significant number. Simply too much iPhone dependency for Apple’s growth to increase and lowered ASPs certainly aren’t going to help.