Apple’s biggest area finally got out of their hand; they have to take the big decision now. After several marketing efforts, iPhone shipments improved a little bit. The year will most probably end on a high note for them. KGI gave this special forecast and they explained some big factors behind them. Suppliers can’t be too optimistic; the decline is coming sooner than ever. In the last two months, the figure will vary between 5-15%. Ming Kuo came to this conclusion, after getting the last reports from Apple’s exceptional supply chain. The stock availability is not poor; the demand is being fulfilled regularly.
As China accepted the industrial wave, Apple capitalized on that. It has massive potential; other regions never came close to it. Analysts talked about this particular market for some time, they have totally mixed reaction now. Apple’s special tactics are implemented by their rivals, the exponential growth is not happening anymore. This had to happen at some point, their slow innovation model contributed towards that. The industry moves very fast, the companies are not wasting any month. Innovation is the only metric that regulates market domination. China’s president will not take huge risks to save Apple, they already warned Cook.
Tim’s analysts wanted to release 75-85M units, they can’t sell that much. By losing 10M units, Apple went a long way back. The holidays give them massive sales, Apple is hiding some numbers. Supply chain reports are poor; a constant decline was noticed by investors. The orders peaked in October; people came to know about iPhone 7. The phone didn’t feature massive changes, only small tweaks were incorporated. A major percentage of buyers were impressed with the cameras, others just wanted more. KGI can’t expect much from China, the market seems dead. Trade deals can weaken figures even more, Apple is worried.