Supply chain research – admittedly supplemented by rather a lot of guesswork – has suggested that total iPhone revenues in the second half of the year could total almost $100B, a 10% year-on-year increase …

Digitimes Research estimates that total shipments of 2018 iPhone models – the Xs, Xs Max and XR combined – will exceed 85M units. Adding in sales of older models brings the estimated total to 127M units in 2H 2018.

The estimates are based on supply chain information, Apple’s annual sales and iPhones’ ASPs of the previous years.

So, yeah, there’s a fair bit of wetting a finger and holding it in the air there.

But the calculation does seem to predict a significant increase in average selling price, as it’s forecasting a 10% revenue rise on a smaller growth in unit sales.

We’ll doubtless see more estimates to come as Wall Street weighs in. So far, in pre-market trading, investors seem moderately happy, AAPL stock up just over 1% at the time of writing.


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