The excess supply of processor manufacturer Apple TSMC – which recently released disappointing revenue forecasts, "said Neil Campling of Mirabaud Securities, in a recent memo CNBC .
From there Campling extrapolated that Apple does not buy chips for the future producti of the iPhe X, and that TSMC burns the inventory, "because the l? iPhe X is dead. " He blamed the situati the phe's over $ 999 price tag, suggesting that "csumers are turning their backs high-priced smartphes."
Campling has raised a number of problems, starting with the fact For Apple's results in December, CEO Tim Cook said that the iPhe X had become the iPhe's most popular of the company and that it was even the best-selling smartphe in the world during the December period.
and it is cceivable that he fell even further. But it would be virtually unprecedented for demand to fall so fast, so quickly, that Apple would simply decide to end producti unexpectedly and rely unsold inventory.
It is possible that the cost of the iPhe X has discouraged some buyers. It has never been aimed at all iPhe buyers, which explains that Apple has an iPhe at all prices, from $ 349 to $ 1,149 currently.
Apple could take steps to fix the problems in the fall. But to say that the iPhe X is doomed the price ale plays fast and with facts, because the company is not ale the mountain top. Samsung Galaxy Note 8 starts at $ 950, and a maximum of Google Pixel 2 XL is $ 949. For people who are totally dependent their smartphe, the iPhe X may be worth it.
In additi to everything else, Campling's memo ignores the others …