Analyst Guo Mingxuan: The most difficult period of iPhone will soon pass
Analyst Guo Mingxuan: The most difficult period of iPhone will soon pass
2020-01-28 10:45

Love to play computer gamesOn January 28, it was reported by foreign media that Guo Mingxuan recently said that the slowdown in consumer demand for Apple phones would "end soon". He had previously lowered his forecast for iPhone shipments in the first quarter of 2019 from 38 million to 42 million to 36 million to 38 million on the grounds that the demand for iPhones in China and developing markets in 2018 was lower than expected.

Guo Mingqi predicted that iPhone shipments would rebound from April to June 2019 (the second quarter). In these three months, Guo Mingqi predicted that Apple would deliver 34 million to 37 million phones, higher than the 30 million to 35 million predicted by Wall Street.

If the analyst's forecast is correct, iPhone shipments in the first quarter will decline by 29% year on year, and those in the second quarter will decline by 14% year on year. In the second half of this year, with shipments in the last six months of 2019 unchanged from the same period in 2018, the situation will further improve.

Guo Mingxuan said: "Our report released on December 14, 2018 lowered the expected iPhone shipments in 2019 to 190 million units or less for the first time. At present, the market is concerned about the iPhone shipments in 2019 (160 - 180 million units)The consensus is far lower than our expectations. We maintain our forecast of iPhone shipments of 180 - 192 million units in 2019. The risk of Apple and iPhone supply chain manufacturers' stock prices falling in the near future is limited, because iPhone shipments in 2019 may be better than the market consensus. "


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