Ming-Chi Kuo: Demand for iPhone 12 Pro, M1 MacBooks, new iPad Air are higher than anticipated

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Apple analyst Ming-Chi Kuo has launched their newest report in regards to the latest efficiency of Apple main into the vacation season and it touches on a few issues we are able to anticipate going into subsequent yr.

First, iPhone 12 fashions are promoting in a different way than initially anticipated. iPhone 12 Professional and 12 Professional Max demand is larger than anticipated, whereas the iPhone 12 and iPhone 12 mini demand is just not as excessive as was anticipated. In the long run, total iPhone 12 gross sales are going sturdy, and momentum appears promising for iPhone 12 gross sales via the vacation season and going into 2021.

Demand for the most recent iPad Air can also be larger than anticipated, and Kuo predicts {that a} iPad gross sales will proceed to strengthen going into 2021 as Apple will reportedly introduce a brand new miniLED mannequin, fashions with 5G assist, and a brand new lower-priced iPad that’s supposedly launching someday within the second half of subsequent yr.

The Apple Watch Sequence 6 and Apple Watch SE are each promoting properly now and going into subsequent yr. The report attributes its sale to the “revolutionary well being administration capabilities and improved design”. In the meantime, demand for M1-powered MacBooks are larger than anticipated. “We take a optimistic view of the brand new MacBok fashions with Apple Silicone and new design which might be anticipated to be launched in 2H21.

On the opposite finish of the spectrum, AirPods gross sales are decrease than anticipated, with predictions that AirPods gross sales will both plateau or decline by 5-10% someday within the first half of subsequent yr. The market had estimated development of 20% YoY. In keeping with the analysis report, the provision chain on AirPods is a bit tight with the iPhone 12’s taking precedence. In the meantime, Apple’s third model of the AirPods are anticipated in the direction of the top of 2Q21.


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