Apple readying up to 80 million iPhone 11 units for next month

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iPhone 11 Max on colorful background
Apple's got a whole heap of iPhones ready to unleash on customers.
Photo: Ian Fuchs/Cult of Mac

Apple is readying 75 million 80 million iPhones ahead of next month’s iPhone 11 launch, says Wedbush analyst Daniel Ives.

Despite some of his gloomier peers “yelling fire in a crowded theater” about Apple, he’s confident about Apple’s future. That’s even with the ongoing U.S. vs. China trade tensions looming menacingly in the background.

Apple will introduce all three iPhone 11 models in September

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iPhone 11 R and 11 Max on fence post
Are you excited about this year's iPhone refresh?
Photo: Ian Fuchs/Cult of Mac

Apple will release all three of its new iPhone 11 models in September, Wedbush analyst Daniel Ives claims in a note to investors.

That would mark a change from last year, when Apple paced its iPhone launch. In 2018, the iPhone XS and XS Max shipped in September. However, fans waiting for the iPhone XR had to hold on until October.

This might be a bad time for Apple to move out of China

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Larry Kudlow
Tim Cook speaks with a worker on an iPhone production line.
Photo: Apple

Wedbush analyst Daniel Ives thinks this could be a bad time for Apple to shake up its supply chain by moving iPhone manufacturing out of China.

In a note to clients, Ives singles out the first 5G iPhone and the launch of Apple TV+ as reasons why Apple should seek to minimize stress right now. In other words, Apple execs could do without the “gargantuan” headache that shifting around its supply chain would involve.

iPhone needs either a price cut or a big redesign, analyst argues

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iPhone XR
Which one would you prefer?
Photo: Apple

Earlier this year, Wedbush analyst Daniel Ives proclaimed 2018 the year of the iPhone super cycle. Jump forward in time, and he’s lowered his price target on Apple, following the “horror show [of] the last month.”

He’s also convinced that something seriously needs to change with next year’s iPhone: either a big change in price or a major redesign. Is he right?

Apple could finally get its iPhone super-cycle this year

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iPhone X home screen
2017 is on track to be a great year for Apple.
Photo: Apple

Apple could sell a massive 350 million iPhones in the next 12 to 18 months, GBH Insights analyst Daniel Ives writes in a new note to clients.

Despite a record March quarter, Ives claims that fans have nonetheless been reluctant to buy the most recent iPhone models, resulting in a possible wave of would-be upgraders waiting for the 2018-era-iPhones.