Ming-Chi Kuo - Apple

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Last quote by Ming-Chi Kuo

We previously estimated the production weighting of new 2017 iPhone models at roughly 50% iPhone X and 50% iPhone 8/ 8 Plus. This matches what we believe is Apple's (US) estimate for demand. At first glance, the combined first-week adoption rate for the iPhone 8/ 8 Plus might appear low (about half that of iPhone 6s/ 6s Plus and 7/ 7 Plus). However, this is due to the fact that the iPhone X is not included, not because iPhone 8/ 8 Plus first weekend sales have been weak.feedback
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Sep 27 2017 IPhone
Ming-Chi Kuo has most recently been quoted in an article called New evidence iPhone 8 faces 'worst case' shortage scenario, KGI says. Ming-Chi Kuo said, “We are seeing more evidence that the worst-case scenario forecsasted in our April 19 report could materialize, where new iPhone shipments in 2H17F are revised down to 80-90mn units from 100-110mn units (vs. consensus of 100-120mn units)”. Ming-Chi Kuo has been quoted a grand total of 4 times in 3 articles.
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