Post the launch weekend of the iPhone XS, iPhone XS Max, and the Apple Watch Series 4, reputed analyst Ming-Chi Kuo has shared a new note detailing which variant has been more popular among consumers. He notes that demand for the iPhone XS Max is higher than expected, with the device outselling its smaller 5.8-inch variant by three to four times.
This is surprising since the iPhone XS Max only comes with a bigger display and offers better battery life when compared to the iPhone XS. Kuo also mentions in his note that most consumers are opting for the 256GB storage variant, with the 512GB storage option having a “serious shortage.” Samsung is the sole supplier of the 512GB NAND to Apple for the iPhone XS series as of now. Consumers are also preferring the Space Grey and Gold color in large numbers over the Silver color option.
We have determined that the demand for XS Max is better than expected (3–4 times that of XS). The gold and space-grey colors are significantly more popular than the silver. 256GB is the most popular, and 512GB is subject to a serious shortage because only Samsung can currently ship NAND Flash well. We are positive that XS Max shipments will grow steadily in 4Q18 thanks to demand from Asia market and the gift season.
For the Apple Watch Series 4, Kuo says the demand has been “much better” than expected. He expects the suppliers of the wearable to be tight until November when Compal also starts mass producing the wearable along Quanta, the primary supplier. Due to the strong demand, Kuo has raised his forecast for the Apple Watch for 2018 from 18 million to 18.5-19.5 million units.
Despite the strong performance of the iPhone XS Max, Kuo still believes the iPhone XR will do exceedingly well. The device is slated to go up for pre-orders from October 19 and hit the retail stores on October 26.