05.11.2016 05:13 Uhr, Quelle: 9to5Mac

iPhone sales expected to drop in 1st half of 2017 without new SE model, Apple to put margin pressure on suppliers

KGI‘s Ming-Chi Kuo is out with his latest iPhone sales numbers forecast which shows the iPhone 7 line falling in sales for the second consecutive year. The primary drivers are weak demand in China, slow shipment volume of 4.7” iPhones in 1Q17, and the lack of a new iPhone SE in 2Q17. We are conservative about the sell-through of the 4.7” iPhone and Apple’s market share in China. As such, we estimate 1Q17 iPhone shipment volume of 40-50mn units, lower than the 51.2mn units in 1Q16.   Shipment volume in 2Q16 came in higher than expected thanks to upbeat demand for the iPhone SE. However, in order to keep gross margin at a high level and to avoid cannibalization of high-end models, we do not expect Apple to launch an upgraded iPhone SE in 2Q17. Without contribution from a new model, we forecast total iPhone shipment volume will reach 35-40mn units and fall YoY in 2Q17, lower than the 40.4mn units in 2Q16. Falling sales may force Apple to exert pressure on its suppliers to reduce

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