On the assessment of KGI, iPhone sales in the first quarter of 2017 will continue to decline
In March this year Apple released the iPhone SE, which borrowed the stuffing from the iPhone 6s, and the housing and the display size — the iPhone 5s.
KGI Securities analyst Ming-Chi Kuo (Ming-Chi Kuo) said that Apple is not planning to upgrade to the SE model of the iPhone early next year. This, in his opinion, will lead to a further decline in sales of Apple smartphones in the first half of 2017.
In the first quarter of next year, the analyst expects iPhone shipments at 40-50 million units, while a year earlier they accounted for 51.2 million devices. And if in the second quarter of 2016, the company shipped 40,4 million smartphones in the second quarter of next year supply should reach 35-40 million units, adds Kuo.
Also, the analyst believes that Apple will put pressure on suppliers of components, trying to bring down prices. Due to large competition, some suppliers will give up in November-December this year, but not all. For example, Samsung, which is a major supplier of memory modules 3 GB and flash memory, not only to keep prices at the same level, but to raise them. The reason is the increased demand for memory, which will remain in the first quarter of 2017.