Guo Mingyu: Apple iPhone12 Pro and MAX demand is better than expected

Today, Tian Guo Mingtu announced today that its latest survey pointed out that iPhone, iPad, Apple Watch and Mac in 4Q20 demand and prospects are expected to expect more than expected, and the key supplier stocks of the above products are worth investors. Report said: IPhone. The iPhone 12 PRO and PRO MAX demand is better than expected, offset 12 and 12 mini below expected demand, so the overall iPhone shipments are superior. We are viewing the iPhone 12 Series in the shipping kinetic energy of 1H21 and the new 2H21 iPhone change. 2. ipad. New iPad AIR demand is better than expected, looking forward to 2021, we predict that IPAD growth kinetic energy comes from new technologies (such as: mini LED, 5G support, etc.) and 2H21 new low price iPad. 3. Apple Watch. The new Apple Watch 6 and SE demand is better than expected. We predict that the new Apple Watch shipping kinetic energy will benefit from innovative health management function and design improvement. 4. Mac. The MACBook models equipped with M1 are superior to expectations, and we are looking at the MacBook models that are expected to be available in 2H21, equipped with Apple Silicon and new design. IT House understands that the report is also known that AirPods shipments are lower than expected, and the predicts that AirPods shipments will be flat or recession at 1H21, lower than the market estimate 20% YOY growth. AircPods 1H21 shipments are below the expected reasons for the following 3: 1. The upstream parts supply tight, and the iPhone obtains the priority of shared parts than AirPods. 2. The market is too optimistic for AirPods demand due to iphone cancels. 3. AirPods 3 shipping time may be extended to 2Q21, so the change demand will be more obvious in 2H21. Editor in charge: HAQ, read full text

Our other product:

Professional lightning protection system for Tower	Professional FM Radio Station Equipment Package	FMUSER FU-1000C 1000W FM Transmitter With USB Audio Input Interface
FMUSER 200W FM Radio Broadcasting Package	Hotel IPTV Solution	FMUSER FSN-1000T V5.0 1KW FM Radio Broadcast Transmitter