Think of this for a moment. iPhone sales can be pulling down iPhone X sales. Ludicrous, right? Essentially, there is an argument to make 1) give a controversy on a slow news day, or 2) make a controversy where no one exists, or 3) refer to # 1.
Somehow some pulled that argument out of a Digitimes report on the iPhone supply chain because, as Apple always does this time of year, the order has been trimmed. OK, what really happens?
What better job can a market analyst have than checking component suppliers (as if they will tell the truth, and nothing but the truth, totally disguised as facts). It's a gig to have because everyone who checks the suppliers knows they are getting numbers so you can make them as well.
Cage Chao and Steve Shen came up with this iPhone supply chain gem:
Component orders for iPhone devices will come 15-30% less than expected in the first quarter due mostly to seasonal factors, but some sources claim that slower than expected sales of the iPhone 8 and iPhone 8 Plus have slowed down the speed of the iPhone X.
Uh, OK. " Sources claimed ." Uh huh. So, the above seasonal adjustments in delivery components are effective, as it always is, but the slower than expected iPhone 8 sales will pull down iPhone X's momentum?
It is not possible for anyone who knows it, including Apple.
Some vendors reportedly plan to temporarily stop production in February, when low-light visibility from Apple and the week-long Lunar New Year holiday will drastically reduce capacity utilization
Said sources . Uh huh. Surely they did.
Maybe we should look at this argument differently. First only Apple knows which vendors it uses and how many components it orders. Second, only Apple knows how many iPhones are sold in which models. Apple can sell 250 million iPhones in 12 months, but only Apple knows how many of these will be the iPhone SE, iPhone 6 and 6s Plus, iPhone 7 and 7 Plus, iPhone 8 and 8 Plus, and the much-announced iPhone X.  Luke Dormehl picked up the argument and after walking through the roadside for one day, came up with this conclusion.
Apple managed to make the iPhone X supply fit with demand much faster than most expected – Although there has been disagreement as to whether this is the case of Apple's operating beliefs or weaker than expected demand.
Advertising and lower prices often stimulate demand, and since Apple has not reduced the iPhone X's retail price, but it has been running far more iPhone X-TV commercials than in previous years (yes, I counted), something is up, but It has little to do with supply line controls, component suppliers, or Apple's extended iPhone line.
Ultimately, we'll find out for sure on February 1, when Apple organizes a conference call to discuss this quarter.
There you go. As a listed company Apple, as some competitors and similar technology companies, economic developments predict quarterly. Such companies must also provide information on any financial problems that will adversely affect the expected results.
What has Apple said so far?
Krikken. And the company predicted the best financial quarter in history, and these prayers may take some time to count.