iPhone 12 Pro, iPhone 12 Pro Max Demand Sures Expectations; New iPad Air Also Grabs Attention: Kuo
iPhone 12 Pro, iPhone 12 Pro Max Demand Sures Expectations; New iPad Air Also Grabs Attention: Kuo 1n6p4u
Apple analyst Ming-Chi Kuo said that the iPhone 12 shipments were higher than market predictions. 5o2a5d
By Jagmeet Singh | Updated: 25 November 2020 18:40 IST
iPhone 12 series growth is predicted to continue in the first half of 2021 4j2w
Highlights
iPhone 12 and iPhone 12 mini demand isn’t as high as expected
Ming-Chi Kuo released his note based on a survey for Q4 2020
Apple’s AirPods shipments were lower than expected, as per Kuo
ment
Demand for the iPhone 12 Pro and iPhone 12 Pro Max has sured expectations, while the iPhone 12 and iPhone 12 mini demand is not as high as expected, according to a note released by analyst Ming-Chi Kuo. While many believed the lower priced iPhones would be the big sellers for Apple, this shows that more buyers than expected would rather spend extra for the option. Kuo also reportedly mentioned in his note that the initial demand for the new MacBook Air and MacBook Pro based on the Apple M1 chip was better than expected. The latest MacBook machines were launched earlier this month — as a part of the company's transition from Intel processors.
Citing his latest survey for the fourth quarter of 2020, Kuo said that overall iPhone 12 shipments were higher than the predictions, as per a technology blog MyFixGuide report. The analyst however did not provide any numbers showing the growth in shipments.
Kuo reportedly stated that the shipment momentum of the iPhone 12 series would continue in the first half of 2021. It is also considered a sign that the replacement demand for the next-generation iPhone models could be in line with the demand for the iPhone 12 series.
Apart from the iPhone 12 series, Kuo is said to have mentioned in his note that the demand for the low-priced iPad model in the second half of 2021.
Kuo also reportedly highlighted in the note that the demand for the redesigned MacBook models with its in-house silicon next year.
On the part of audio offerings by Apple, Kuo said in the note that the AirPods shipments dropped in the fourth quarter. He also predicted that the AirPods shipments would be flat or decline by five to 10 percent in the first half of 2021. This is lower than the market prediction of 20 percent year-over-year growth.
The report stated that the supply chain of the AirPods was tight — chiefly to give priority to the new iPhone models. However, Apple is said to have postponed the shipments scheduled for the new AirPods, aka AirPods 3, towards the end of second quarter of 2021. This is likely to create some replacement demand for the new AirPods in the second half of next year.
iPhone 12 Pro Series Is Amazing, but Why Is It So Expensive in India? We discussed this on Orbital, our weekly technology podcast, which you can subscribe to via Apple Podcasts, Google Podcasts, or RSS, the episode, or just hit the play button below.
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