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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.

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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.

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.

  • 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
Display 6.10-inch
Front Camera 12-megapixel
Rear Camera 12-megapixel + 12-megapixel
Storage 64GB
OS iOS 14
Resolution 1170x2532 pixels
  • 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
Display 5.40-inch
Front Camera 12-megapixel
Rear Camera 12-megapixel + 12-megapixel
RAM 4GB
Storage 64GB
OS iOS 14
Resolution 1080x2340 pixels
  • 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
Display 6.10-inch
Front Camera 12-megapixel
Rear Camera 12-megapixel + 12-megapixel + 12-megapixel
Storage 64GB
OS iOS 14
Resolution 1170x2532 pixels
  • 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
Display 6.70-inch
Front Camera 12-megapixel
Rear Camera 12-megapixel + 12-megapixel + 12-megapixel
Storage 128GB
OS iOS 14
Resolution 1284x2778 pixels
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Jagmeet Singh Jagmeet Singh writes about consumer technology for Gadgets 360, out of New Delhi. Jagmeet is a senior reporter 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 jagmeets@ndtv.com. Please send in your leads and tips. More
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