iPhone 12 series growth is predicted to continue in the first half of 2021
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
Demand for the iPhone 12 Pro and iPhone 12 Pro Max has surpassed 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 premium 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 new iPad Air was better than anticipated. This growth is also likely to continue next year, with the launch of new iPad models that are speculated to include mini-LED displays and 5G support. Apple is also predicted to launch a new low-priced iPad model in the second half of 2021.
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.
Jagmeet Singh writes about consumer technology for Gadgets 360, out of New Delhi. Jagmeet is a principal correspondent for Gadgets 360, and has frequently written about apps, computer security, Internet services, and telecom developments. Jagmeet is available on Twitter at @JagmeetS13 or Email at firstname.lastname@example.org. Please send in your leads and tips.