iPhone 12 Pro, iPhone 12 Pro Max Demand Surpasses Expectations; New iPad Air Also Grabs Attention: Kuo

Apple analyst Ming-Chi Kuo said that the iPhone 12 shipments were higher than market predictions.

By Jagmeet Singh | Updated: 25 November 2020 18:40 IST

iPhone 12 Pro, iPhone 12 Pro Max Demand Surpasses Expectations; New iPad Air Also Grabs Attention: Kuo

iPhone 12 series growth is predicted to continue in the first half of 2021

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

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.

Apple Ramps Up iPhone 12 Production by 20 Lakh Units: Report

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.

Kuo also reportedly highlighted in the note that the demand for the Apple Watch Series 6 and Apple Watch SE was outpacing expectations. Similarly, the new MacBook models based on the M1 chip are said to have a better demand than expected. Kuo also predicted that Apple would unveil its 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, download the episode, or just hit the play button below.

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iPhone 12

REVIEW
KEY SPECS
NEWS

Design
Display
Software
Performance
Battery Life
Camera
Value for Money

Good
Very good build quality
Dolby Vision HDR video recording
Excellent cameras
Smooth performance in everyday use

Bad
Battery life could be better
Gets warm when stressed

Read detailed Apple iPhone 12 review

iPhone 12 mini

REVIEW
KEY SPECS
NEWS

Design
Display
Software
Performance
Battery Life
Camera
Value for Money

Good
Very good build quality
Dolby Vision HDR video recording
Excellent cameras
Smooth performance in everyday use
Light and convenient

Bad
Below-average battery life
Gets warm when stressed

Read detailed Apple iPhone 12 mini review

iPhone 12 Pro

REVIEW
KEY SPECS
NEWS

Design
Display
Software
Performance
Battery Life
Camera
Value for Money

Good
Solid build quality
Excellent display
Dolby Vision video recording
Snappy overall performance
All-day battery life

Bad
Heats up when gaming
Not differentiated much from iPhone 12
Not great value

Read detailed Apple iPhone 12 Pro review

iPhone 12 Pro Max

REVIEW
KEY SPECS
NEWS

Design
Display
Software
Performance
Battery Life
Camera
Value for Money

Good
Excellent build quality
Immersive display
Very good battery life
Versatile cameras
Speedy performance

Bad
Can be uncomfortable to hold
Heats up when gaming
Very expensive

Read detailed Apple iPhone 12 Pro Max review

Apple iPad Air (2020) Wi-Fi

REVIEW
KEY SPECS
NEWS

Design
Display
Software
Performance
Battery Life
Camera
Value for Money

Good
Looks good, easy to handle
Very good battery life
Solid overall performance
Useful software updates
USB Type-C port

Bad
Awkwardly placed Touch ID sensor
Very expensive accessories
No 3.5mm audio socket

Read detailed Apple iPad Air (2020) Wi-Fi review

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Further reading: iPhone 12, iPhone 12 Pro, iPhone 12 Pro Max, iPhone 12 mini, Apple iPhone 12, Apple iPhone, iPad Air, MacBook, Mac, AirPods 3, AirPods, Apple, Ming Chi Kuo