Analisa Permintaan Iphone Terlemah dalam 5 tahun

BERITA RAKYAT – Kabar negatif soal penjualan iPhone mungkin akan makin memusingkan Apple. Yang terbaru, harga saham mereka kembali turun sekitar 2% karena para analis mengatakan permintaan iPhone akan terus melemah di masa depan.

 

Dikutip  dari CNBC, analis dari UBS menyatakan niat untuk membeli iPhone menurun, dalam catatan mereka pada para kliennya. Niat meminang iPhone di Amerika Serikat paling rendah dalam 5 tahun terakhir, sama dengan level iPhone 6S.

 

Fenomena yang sama juga terjadi di China dalam survei yang digelar oleh UBS. “Konsensus mengestimasi untuk iPhone di 2019 mengalami 2% penurunan penjualan unit dan sekitar 1% pertumbuhan pendapatan,” sebut analis UBS, Timothy Arcuri.

Analis lain juga mengutarakan prediksi senada. “Kami telah menurunkan estimasi pengapalan iPhone untuk 2019 sudah dua kali dalam 2 bulan terakhir,” kata analis Rosenblatt, Jun Zhang.

Sudah beberapa waktu terakhir penjualan iPhone ditengarai tak sesuai ekspektasi, terutama model iPhone XR. Dengan harganya yang lebih murah, iPhone ini awalnya diperkirakan akan jadi senjata andalan Apple untuk periode saat ini.

Namun kemudian, banyak analis yang tadinya optimistis terhadap iPhone XR kini mengubah pendapatnya karena tak yakin varian termurah dari iPhone 2018 itu bakal sangat laku di pasaran. Yang terbaru adalah dari analis Apple kenamaan, yaitu Ming-Chi Kuo.

Kuo awalnya memperkirakan penjualan iPhone XR akan mencapai 100 juta unit selama ‘masa hidup’ ponsel tersebut, yaitu Q4 2018 sampai Q3 2019. Tapi dalam nota terbarunya untuk para investor, ia menyunat prediksinya itu menjadi 70 juta unit.  {le}

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