Injunctions Have No Effect On iPhone Production, And Predictions Of A Poor Holiday Quarter Are Uncertain

Apple’s iPhone production appears to have entered the first quarter of 2019 largely unimpeded by sales injunctions and other factors, although the company is expected to ship fewer iPhones in 2019 than in 2018.

In a memo obtained by AppleInsider, Cowen research analysts stated that the recent injunction has had a “negligible impact” on the supply chain. Qualcomm recently obtained a ban on some older iPhone models for patent infringement, but it is anticipated that these models will account for only 25 percent of units produced in the current quarter. Apple has also released a software update to circumvent the issue, despite Qualcomm’s efforts to extend the injunction to the iPhone XS and XR lines.

Apple may have shifted its product mix during the December quarter to favor the iPhone XR and iPhone XS Max. Cowen has increased its combined estimate for these iPhones by 1.5 million, contributing to total iPhone shipments of 73.5 million. The company maintains its forecast for the March quarter at 44 million units.

In January, Apple typically slows iPhone production due to its focus on the fall launch and holiday windows. If Cowen’s forecasts are accurate, predictions of extra cuts in November and December appear to be more seasonal than anything else.

In recent months, other research firms have been bearish on Apple, fueled by hints that 2018 models are not selling as well as anticipated. Recently, Jeffries reduced its stock price target from $265 to $225.

Citi, Morgan Stanley and UBS are among the other firms reducing their estimates.

Early Cowen forecasts for the entirety of 2019 indicate that Apple will ship fewer than 200 million units, representing a 7 to 10 percent decline year-over-year. Although Cowen did not immediately identify a specific cause, the smartphone industry has begun to level off.

Additionally, iPhones have become quite pricey, which may have an impact on demand, but given Apple’s target market, perhaps not significantly. The 64-gigabyte XR costs $749, which is $100 more than Apple’s formerly standard entry-level price. An XS costs a minimum of $999, while the XS Max begins at $1,099 and rises to $1,449 for a 512-gigabyte model, which is more than some Macs. This problem is exacerbated by the fact that Samsung and Chinese brands such as Huawei and Oppo offer cheaper alternatives in foreign markets. Apple is believed to dominate the “premium” market for devices that cost at least $400.

Why Trust Us?

Best Top Reviews Online was established in 2018 to provide our readers with detailed, truthful, and impartial advice on what to buy. We now have millions of monthly users from all over the world and annually evaluate over a thousand products.

The above article was written by the BestTopReviewsOnline team, which consists of some of the most knowledgeable technical experts in the United States. Our team consists of highly regarded writers with vast experience in smartphones, computer components, technology apps, security, and photography, among other fields.

Related Stories

  • All Post
  • Best Picks
  • Explainers
  • How To
  • News
  • Versus

Get more info



Best Products

Buying Guides

Contact Us

About Us

We provide a platform for our customers to rate and review services and products, as well as the stores that sell them. We research and compare the most popular brands and models before narrowing it down to the top ten, providing you with the most comprehensive and reliable buying advice to help you make your decision.

Disclaimer is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to As an Amazon Associate I earn from qualifying purchases.


Address & Map

20 S Santa Cruz Ave, Suite 300, Los Gatos, CA 95030, United States

© 2022 Pty. Ltd. All Rights Reserved. Licensing: All third-party trademarks, images, and copyrights used on this page are for comparative advertising, criticism, or review. As this is a public forum where users can express their opinions on specific products and businesses, the opinions expressed do not reflect those of