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A comment on Apple Reports First Quarter Results. Parent comment

Re:Apple Reports First Quarter Results by oflannabhra on Thursday February 01, 2018 @05:35PM (#16286606)
The current, negative narrative around the iPhone X is based on supply chain rumors. We don't know what Apple's original orders to suppliers were, but the numbers in many rumors were: "Apple cuts production 50%, from 40M to 20M." Analysts try to tease these numbers from the supply chain, but Apple is notoriously opaque with their supply chain, and typically use multiple suppliers for the same part.

As noted by @rjones [1], 2Q total units sold historically range between 50-52M.

If Apple had originally placed orders in Q218 for 40M iPhone Xs, then either a) iPhone X is 80% of all iPhone sales, which is hard to believe because of the current lineup diversity, or b) Apple expects total unit sales for 2Q18 to be above 80M, which is hard to believe because of 1Q18 guidance.

The better explanation is that Apple probably cut production for any number of reasons, but nowhere near as drastic as 50%. 20M is 40% of 51M, which would point to the iPhone X selling very well through 2Q18, and continuing to be the best-selling iPhone model.

[1] - https://twitter.com/rjonesy/status/958421107245232128

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Re:Apple Reports First Quarter Results by matwood on Thursday February 01, 2018 @10:00PM (#16288046)
Exactly. Apple also has said the iPhoneX was a phone to show new technologies. It may not move into the second cheaper slot next gen, and instead may just go away. If that's the case then of course they are starting to figure out how to slow down production to prep for later this year.
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