Investor note suggests that Apple will discontinue iPhone X and iPhone SE

Speculation has begun again ahead of the new iPhone release(s) in September. A new investor note is out from BlueFin Research in which the analysts claim Apple will discontinue the iPhone X and the iPhone SE, later on in the year. As Apple wants to focus the shift towards the ‘iPhone 9, iPhone 11 and iPhone 11 Plus’.

Demand:

This would be to “pent-up demand” due to “lack of upgrade activity over the past few years”. With the analysts predicting Apple will manufacture 91 million units later this year, in quarter 3 and 4. They also report that the tech giant will ramp production meaning that they would manufacture 92 million units during quarter 1 and quarter 2 of 2019.

For the fall, the analysts model Apple making 28 million units of the iPhone 9, and 11 and 11 Plus in Q3, up from a prior estimate of 24 million units. They expect another 63 million units in Q4, 46 million units in Q1 of next year, and 46 million units in Q2. All those numbers are higher than they were previously.

Shipments:

Moving onto shipments, they expect 20 million, 60 million, 45 million and 40 million over the four quarters. The analysts believe that the ‘iPhone 11 Plus’ will satisfy the customers who thought the iPhone X was too small. The ‘iPhone 9’ would more suit the “price-conscious” market.

Line-up:

Finally, the iPhone 8 and iPhone 8 Plus will continue to be on sale, while the iPhone X and the iPhone SE will be sent to the straight to the grave.

The iPhone 11 Plus should satisfy those unhappy with the iPhone X due to size concerns, while the iPhone 9 device should satisfy more budget-conscious buyers and the aforementioned extension of the iPhone 8 model builds will round out a fairly extensive line-up. We continue to hear that upgrade activity over the past.

The iPhone X would presumably be discontinued in Q3 of this year, and the cheaper “iPhone SE” would also go away.