The $64,000 question of the moment seems to be: How well (or badly) is the iPhone 8 selling?
We’ve been hearing conflicting answers. A KGI report stated that the iPhone 8 Plus, at least, was selling better than expected. Foxconn financials also seemed to support that idea.
But there have been more negative reports than positive ones. AT&T said that it had seen almost 1M fewer upgrades this year. A carrier store survey suggested more people were buying last year’s iPhone 7 than the iPhone 8. A major Canadian carrier said iPhone 8 sales have been anemic. And a supply chain source claims that Apple has ordered its iPhone 8 suppliers to cut production in half.
I tend to side with those who think the iPhone 8 is selling poorly. But far from considering that bad news, I think it’s a clear indication that iPhone X sales are going to be far better than expected …
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