We’ve heard this story before.
From Nikkei Asian Review:
Apple to halve iPhone X production volume in 1Q
Disappointing holiday-season sales see target cut to 20 million units
Apple will halve its production target for the iPhone X in the three-month period from January from the figure of over 40 million units envisaged at the time of its release in November.
The iPhone X, Apple’s first smartphone equipped with an organic light-emitting diode display, has failed to catch on globally — something many put down to a price tag starting at $999.
Looking forward, the lackluster sales could result in a delay to the company’s plans to introduce OLED screens in other models.
My take: I have no inside information, but unnamed sources at unnamed Apple suppliers sowing fear and uncertainty are a Nikkei Asian Review specialty.
- Here’s the Nikkei Asian Review story that just dinged Apple: A lightly sourced “exclusive” can do a lot of damage on a Friday afternoon.
- Apple: FUD and anti-FUD: After shares of an iPhone X supplier take a hit, two Apple analysts duke it out.
- Cowan calls the Apple fears sown by Nikkei ‘overblown’: Seeking to calm panicky investors.
- Apple analyst calls FUD on reports of sharp iPhone X cuts
And this, from Daniel Eran Dilger: