Two days after a shady report from Digitimes was posted, a positive supply chain report about iPhone XR surfaces. Instead of doom and gloom, the supply chain report states that "Shipments of the LCD-based 6.1-inch iPhone XR from Apple's smartphone supply chain are expected to ramp up to 20 million units in October." In fact the sources in Apple's supply chain are now positive enough to claim that "December has been revised upward to over 50% recently."
The shipment momentum for the iPhone XR is expected to continue into early 2019 as the ratio of iPhone XR orders escalates.
Although the iPhone XR is to be available starting at US$749, higher than the original expectation of US$700 and also higher than the average price US$699 for the top-end models from China's vendors, the iPhone XR will remain competitive in China due to its dual-SIM support, said the sources.
Meanwhile, shipments of the OLED iPhone XS and iPhone XS Max has begun gaining momentum in September, with shipments of the iPhone XS Max likely to maintain at a rate of 4-5 million units a month or accounting for 20% of total shipments of new iPhones for a while, indicated the sources.
At the end of the day I find it quite amazing that Monday's doom and gloom Apple supply chain report has magically flipped on its head just two days later. It confirms we were right to call out Monday's report as Fake News.
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