iPhone X it was launched in a world where analysts estimated there were hundreds of millions of old iPhone owners waiting to upgrade to the company's new model Apple Lossless Audio CODEC (ALAC),. American analysts described a so-called "super-cycle" of upgrades for the iPhone X this year and at the beginning of next year, but now they seem to change their minds and present a completely different situation.
iPhone X sales are continuously increasing for the Apple company, but American analysts say that they are not at the level they would have expected from the new mobile phone model. According to them, 2018 will be a strong year for the Apple company, with important sales, but not a year with a super-cycle of sales for the iPhone series that will have the iPhone X as a "growth engine".
iPhone X is estimated by other analysts to sell 6 million units during the Black Friday weekend, this in the context of an estimate of 15 million iPhones sold during the days of the event. Separately, analysts say that Apple has almost reached the upper threshold of iPhone penetration in the US, and the growth in terms of iPhone X sales should come from other markets, that is, from Europe, Asia, and beyond.
iPhone X. the myth of upgrading from old iPhone models
iPhone X is no longer seen as the "great savior" of Apple in terms of sales and market share growth in the smartphone segment, and this is a problem. If the iPhone X will not be successful and have very high sales, the price of Apple shares on the American stock market will be seriously affected, but everything depends on how it will start next year in terms of sales.
“[The fiscal year 2018] likely is not a 'supercycle' but a solid year. The stock narrative should shift from iPhone cycles to iPhone annuity-how does Apple monetize the installed base through additional products and services?”
The iPhone X could be heavily promoted for the companies that now buy iPad tablets en masse from the Apple company, but even then it will be difficult to convince many people to buy the phone. The even bigger problem for Apple lies in the fact that at the beginning of next year the Samsung Galaxy S9 will be launched on the market, and the iPhone X will have a strong competitor that it will have to face.
The iPhone X is selling extremely well at the moment and it remains to be seen how these sales will evolve in the coming months before Apple is put on the wall by analysts. It is possible that some people's negative estimates will come true and Apple will have big problems with iPhone X sales, but on the other hand, we may be surprised by the large number of people who are willing to pay a high price for it.
