Other analysts are observing thatAfter the "general bias" of declining sales, reports from UBS investors showed that the data "does not indicate the type of decline we saw last year." UBS analysts believe this is due to“appleThe company itself is more conservative about sales and its supply chain expectations for 2019
With regard to delivery time, data from the first five days after the launch of the new product show that the waiting time of the iPhone 11 and the iPhone 11 Pro is longer than that of the iPhone XR and the iPhone XS. Although the average price is lower than that of the iPhone XR, the supply of the iPhone 11 is "more moderate".
In the first five days, the shipment waiting period of the new iPhone in the United States in 2019 was longer than last year, while the shipment waiting period of the Japanese and British iPhone 11 was shorter, while in the United States, Britain and Hong Kong, the shipment waiting period of the iPhone 11 Pro was longer than that of the iPhone 11.
UBS analysts expect intelligence for 2019 after visiting 38 companies in Asia last weekMobile phoneSales are estimated to fall 5 per cent (compared with 7 per cent previously expected). Purchases of new iPhone, models are expected to be the same as in previous years, with iPhone sales down 12 percent in the second half of 2019 from a year earlier, which could mean 60 million to 68 million units from the supply chain.
UBS analysts estimate that shipments of iPhones will fall by 5.3% in the second half of 2019, slightly pessimistic compared with Wall Street's expected 4.4%. Although the supply chain construction plan "may be biased below UBS's initial estimate," the company believes that "in many ways, 2020 should be a big one," which will not trigger investors to sell their shares.
UBS currently maintains Apple's "buy-in" rating.