TF国际证券公司的苹果分析师Ming Chi Kuo在MacRumors获得的一份研究报告中提供了关于苹果新产品系列的见解。本说明讨论了iPhone XS、iPhone XS Max和Apple Watch Series 4的接收情况。

Kuo的报告说，iPhone XS Max的需求高于预期，大约是iPhone XS需求的三到四倍。在颜色选择方面，金色和太空灰比银色更受欢迎，256GB版本最受欢迎。该说明还指出，由于依赖三星作为供应商，512GB版本可能面临短缺：

We have determined that the demand for XS Max is better than expected (3–4 times that of XS). The gold and space-grey colors are significantly more popular than the silver. 256GB is the most popular, and 512GB is subject to a serious shortage because only Samsung can currently ship NAND Flash well. We are positive that XS Max shipments will grow steadily in 4Q18 thanks to demand from Asia market and the gift season.

Kuo还表示，苹果手表系列4的需求高于预期，并增加了苹果将销售的预期数量：

Apple Watch Series 4 demand is much better than expected. The capacity of the assembler Quanta is full already; therefore, the supply cannot improve significantly until second supplier Compal’s mass production for Apple Watch Series 4 starting from November. We have increased the Apple Watch shipment forecast in 2018 from 18mn to 18.5–19.5mn units.

最后，根据MacRumors的说法，Kuo还表示，更多的客户将选择升级到iPhone XR，他相信苹果在显示器相关产品方面面临的瓶颈将在10月份“显著改善”。