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Well if one actually read into the numbers, what Nikki is actually saying Apple has sold 40M unit in this Q, and they are only going to sell 20M unit next Q.

i.e Half of Apple's Q1 target, 80M unit, half of them will be iPhone X. If Apple actually do that then it is a very good number. 

But then if you only read the word "Slashed in half" and "Disappointing" you might think otherwise.

I slightly worried Apple may push the SE2 into 4.7" Screen Size.

If Apple is upping the Max Screen Size, it may likely lift its bottom screen size as well.

Does anyone know if there are online shops that sells Apple Store furnitures?

I wonder if they could do a Survey for their enterprise users, whether they like the new Butterfly keyboard. That is a very good user base for opinion.

gatorguy said:

I posted this earlier in the day for those that missed it:


Another day and another report on 4th quarter iPhone sales, this one worldwide rather than US-specific. 

According to Canalys (in a report released today) the iPhone X was the most successful smartphone model in the period, shipping 29 million units with 7 million of those slated for Chinese buyers.

“The iPhone X performance is impressive for a device priced at US$999, but it is slightly below industry expectations,” said Ben Stanton, Analyst at Canalys. “Apple struggled with supply issues in early November, but achieved a massive uplift in production in late November and throughout December. This helped it meet and even exceed demand in some markets by the end of the quarter. One major benefit to Apple is that customers are increasingly realizing the residual value of their old smartphones, opting for trade-in programs to offset the high price of the iPhone X. But that big price tag, and Apple’s split launch strategy, still had an impact, and shipments were not the fastest ever for an iPhone.”

It depends on what you are expecting. And since everyone / analyst have different expectation it is hard to judge. I think most expect Apple to ship 75 - 80M unit this quarter. The question is what do you expect the iPhone X % of those 80M to be.