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Report: iPhone X demand slows as iPhone 8 and 8 Plus mix climbs in March quarter

CIRP is out with another report today with fresh data on the mix of iPhone sales and which models are selling best. The latest details show iPhone 8/8 Plus leading the way with growth from the holiday quarter into the calendar Q1, while iPhone X is seeing a decline.

CIRP found iPhone 8 made up 23% of iPhone sales for 2018 Q1, with iPhone 8 Plus trailing at 21%. Apple’s $1,000+ iPhone X took just 16% of the share. Together that put the less expensive iPhone 8 models at 44%, almost three times that of iPhone X sales.

CIRP co-founder, Josh Lowitz commented on the change for Apple’s 2018 iPhone from the holiday quarter to the January-March quarter.

iPhone X saw its share fall to 16%, down from 20% in the December 2017 quarter. iPhone 8 and 8 Plus share improved relative to the December 2017 quarter, combining at 44% of sales, compared to 41% in the last quarter.

Because of the reduced iPhone X sales, CIRP expects a QoQ drop of the iPhone ASP, but it will still be a YoY increase.

Meanwhile, with the release of the RED iPhone 8/8 Plus this month, we could see iPhone X account for even less of the iPhone mix for Q2 2018 sales.

CIRP notes that the older 6s and 7 models still account for a good mix of iPhone sales. iPhone 7/7 Plus made up for just shy of 20% of iPhone sales, while the 6s/6s Plus took 13%. iPhone SE took 8% of the mix.

In the chart below, you can see the broader fragmentation with 2018 bringing more iPhone models to market than ever before.


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