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71). After adjusting Mac, iPad, and Watch =hipments to align with recent supply chain and carrier comments and services r This alert is sent from: Andrew Atlas, [email protected] You received this because you requested =hat you receive content and reports from: APPLE =NC. Please contact your
ains point to iPhone shipments down slightly in the US, up =lightly in Europe, but up strong double-digits in China during FY18 =1). Our proprietary AlphaWise data confirms accelerated market share rains in China post the iPhone 8/X launch which sustained through =id-December (2) and we see accelerating gr
nd 6 =lus generation. As a result, we believe upgrades to the iPhone X from =he base of 2-year-old iPhone owners, which i This alert is sent from: Andrew Atlas, [email protected] You received this because you requested =hat you receive content and reports from: APPLE =NC. Please contact your
China data show faster adoption vs. iPhone 8 =nd 8 Plus. Recall, three weeks ago we published a report on data that =e analyzed in conjunction with AlphaWise that aggregates smartphone =ata from a push-messaging service in China, highlighting Apple's =rowing share of active smartphones in China — which ru
demand but =lso due to some of the new products likely contributing later in the =uarter. As a result, we pull forward 4 This alert is sent from: Andrew Atlas, [email protected] You received this because you requested =hat you receive content and reports from: APPLE =NC. Please contact your
sh heading into the iPhone supercycle where we see 23% =Phone unit growth supported by a 20% increase in the base of aged =two-year old) iPhones and AlphaWise data that highlights meaningful =pportunity to win switchers, particularly in China. The new, higher =riced OLED iPhone will also pull ASPs up by 14
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