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iPhone XR production cuts suspected based on questionably weak demand, component quality issues

November 7, 2018

In his latest note to investors seen by AppleInsider, analyst Zhang writes the firm believes “the iPhone XR sell-through rate continues to be weaker than we initially expected.” This weak demand may cause Apple to start “another round of iPhone XR production cuts” in the fourth calendar quarter.

“We believe Apple may reduce production for the iPhone XR by an additional 4-5 million units for C4Q,” insists Zhang, while also suggesting production of the iPhone X will increase by 1 million to 2 million units due to carrier promotions for the holiday season.

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