Rosenblatt Securities:COMPARTIR
Pre-order volumes in the U.S. for the iPhone 8 fell below those for the iPhone 7 and iPhone 6, Rosenblatt Securities analyst Jun Zhang said in a note to clients. Demand in China is even lower, the analyst said. Zhang has a neutral rating on Apple shares.
Consumers pre-ordered about 1.5 million handsets on Chinese retail website JD.com in the first three days, compared with about 3.5 million for the comparable period of iPhone 7 orders, Zhang said.
Arthur Wood Equity Research:COMPARTIR
We believe that preorder demand is down over 50% y/y in NA. We also note that yesterday Sprint (S) introduced a free iPhone 8 promo just four days after they started taking preorders. We view this as a clear sign that weekend preorder demand was disappointing (we acknowledge that the S offer isn't as attractive as the ones offered on iPhone 7, but a new promo so shortly after taking preorders is telling).
Habrá que esperar a ver los números reales, pero no pinta nada bien. El día tras el lanzamiento hipoteticé que la bajada de precio del iPhone 7/7 Plus y el iPhone X en el horizonte podrían suponer una pinza para el iPhone 8/8 Plus.COMPARTIR
Aun así creo que hay suficiente demanda tapada del grueso de compradores de iPhone 6/6 Plus en el super-ciclo de tres años dispuesta a cambiar de móvil antes de final de año. Sea un iPhone 8 o iPhone X, "poco" importa a Apple.COMPARTIR
Fuentes: Apple Falls After Analyst Report Indicates Weak iPhone 8 Demand - Bloomberg, People are Passing on iPhone 8 For ‘X,’ Say Rosenblatt, Arthur WoodCOMPARTIR
