A new analyst report suggests that Apple has strong expectations iPhone 13 Sales when the new lineup is rolled out in the fall. Supply chain checks show that Apple is preparing for even more orders than the company originally planned for the company iPhone 12.
The report also predicts “modest” price increases for the new one iPad Pro Models that we expect to be unveiled tomorrow, beyond the pricing of existing models …
Wedbush Analyst Daniel Ives wrote the investor’s note.
We believe Apple is still in the middle of its biggest product cycle year with iMacs, iPads, AirPods, Apple Watch and of course the iPhone 12 Supercycle, which will be followed by the iPhone 13 in the fall.
Our initial supply chain build checks in Asia for the iPhone 13 are currently in the range of ~ 100 million units compared to our initial iPhone 12 readings at 80 million units (pre-COVID), a 25% year-over-year increase . Although this number will change significantly in the coming months, in our opinion this speaks for increased confidence in Cook & Co. that this 5G-controlled product cycle will last well into 2022 and also of a “reopening environment” for Post-vaccination consumers should benefit.
The company carefully advises that the comparison to Apple’s original plans for iPhone 12 production is made before the COVID-19 success. As we’ve seen, Apple has benefited significantly from the lockdown, driving demand for improved products in both the business and consumer markets. The business, because so many people were working from home, drove the demand for better equipment, and consumers because people had fewer things to spend their money on and because technology-based entertainment played a bigger role.
Paradoxically, Ives suggests the company could also benefit from opening the world up if vaccination levels approach the levels required for herd immunity. While that seems contradictory, it’s not an impossible scenario either: there have been those who spent more money on technology because they were stuck at home with it, and there will be those who will see their incomes rebound as the economy picks up opens – so it is A plausible scenario for Apple to benefit from two different market segments in two phases.
iPhone 13 sales could also benefit from the continued rollout of 5G, particularly as it appears The more countries will receive the faster mmWave 5G standard this year. You can see everything we’ve come to expect from this year’s iPhone models our iPhone 13 Instructions.
The current 11-inch model ranges from $ 799 for the 128GB Wi-Fi model to $ 1,499 for the 1TB cellular version. The 12.9 inch modelThe mini LED backlight we expect is currently somewhere between $ 999 and $ 1,649.
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