iPhone 12 Pro series is not enough to sell the rest of the two sales below expected

Although this year, Apple has released four iPhone, but the sales of different models have two days of ice and fire. The latest report given by the Tianfeng International Well-known analyst Guo Mingqi showed that the four new Apple phones, the iPhone 12 Pro series is not selling, or sales is super-expected, and the remaining two (iPhone 12 and iPhone 12 mini) sales Lower than expected. Guo Mingzhao said that 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 expectations, and they are viewing the iPhone 12 series at 1H21 shipments and new 2H21 Iphone transformer requirements. As for other Apple products such as iPad, the report shows that the new iPad AIR demand is better than expected. Outlook for 2021 forecast IPAD growth kinetic energy comes from new technologies (such as mini LED, 5G support, etc.) and 2H21 new low price iPad; and new Apple Watch 6 and SE demand exceeded expectations, predicted that the new Apple Watch shipments in 2021 will benefit from innovative health management functions and design improvements. The MACBook models equipped with M1 are better than expected, and it is expected to be available in 2H21, equipped with Apple Silicon and a new design of the new design. In addition, Guo Mingqi also predicts that AirPods shipments will be flat or recession in 1H21, lower than the 20% YOY growth of market estimates, and AirPods 1H21 shipments are below the expected reasons for the following 3: 1. The upstream parts supply is tight, and the iPhone gets the priority of shared parts than AirPods; 2, the market is too optimistic for the airpods demand due to iPhone cancels. 3, AirPods 3 shipping time may be extended to 2Q21, so the switching demand will be more obvious in 2H21. Editor in charge: Psy, Read more

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