Kuo: iPhone 11 Order Demand Better Than Expected, New Colors Particularly Popular

iPhone 11 and iPhone 11 Pro order demand is ahead of expectations since the start of pre-orders on Friday, according to a research note by Apple analyst Ming-Chi Kuo and obtained by MacRumors.


Basing his analysis in part on Apple's online shipping estimates, Kuo believes demand is "significantly stronger" for the ‌iPhone 11‌ in the new green and purple colors and the ‌iPhone 11 Pro‌ in midnight green, but he notes that the latter model is facing production issues and is currently constrained.

The shipping times of midnight green ‌iPhone 11 Pro‌, green ‌iPhone 11‌, and purple ‌iPhone 11‌ are all two–three weeks or longer. The shipping times of other colors are roughly shorter than ten days. It should be noted that the glass casings of midnight green models are currently facing production issues; therefore, it makes the shipping time longer.

Kuo sees demand for the more expensive ‌iPhone 11 Pro‌ being higher in the U.S., while the cheaper ‌iPhone 11‌ series is doing particularly well in the Chinese market. As a result, TF Securities has increased its forecast of ‌iPhone 11‌ shipments in 2019 to 70–75 million units (versus the previous 65–70 million units), and predicts the iPhone supply chain will grow steadily in the fourth quarter.

Kuo believes the ‌iPhone 11‌ is an excellent upgrade choice for ‌iPhone‌ 6/6s/7 users, especially because of its lower price, which is roughly equivalent to 1–1.3 times the average monthly salary in China. Kuo says this is "close to the price sweet spot," given that the iPhone XR's price equivalence was 1.5–1.7 times the average monthly salary in China. In addition to Apple's aggressive pricing strategy, Kuo notes that the zero-interest installment plans for 24 months are also lowering the purchase barriers.

The successors to the iPhone XS and XS Max, the ‌iPhone 11 Pro‌ and 11 Pro Max unveiled last week feature triple-lens rear cameras for improved photo and video capabilities. The lower-cost ‌iPhone 11‌ series, which succeeds the ‌iPhone XR‌, includes a number of upgrades such as a dual-lens rear camera, six new colors, an A13 Bionic chip, and Dolby Atmos sound.

The ‌iPhone 11‌ starts at $699, which is $50 less than the ‌iPhone XR‌, while the ‌iPhone 11 Pro‌ starts at $999 and the Pro Max starts at $1,099. Apple's new devices officially start shipping this Friday, September 20.

Related Roundups: iPhone 11, iPhone 11 Pro

Top Rated Comments

(View all)
Avatar
11 months ago

I doubt that’s the case. The new colour are hideous.

Apple sells millions of new iPhones in their new colors to people who want those colors. MacRumors forum member declares said new colors hideous. Apparently an awful lot of other people don't find them the slightest bit hideous. It would appear your taste in color choices is in the minority.
Score: 52 Votes (Like | Disagree)
Avatar
11 months ago
Color... a deciding factor on spending 1000$. World goes to **** ;)
Score: 38 Votes (Like | Disagree)
Avatar
11 months ago

The midnight green "production issues" worry me. Is this the beginning of greengate? Will the bodies of these devices deteriorate rapidly?

Please tell me this isn’t a real concern you have in day to day life ?
Score: 29 Votes (Like | Disagree)
Avatar
11 months ago

It's a shame the high-end model only comes in these drab colors. That said they tend to disappear in a case anyway.

The Midnight Green looks to be the best colour Apple has introduced since the Space Grey.
Score: 27 Votes (Like | Disagree)
Avatar
11 months ago
Here I was thinking it's just a great phone at a good price.
Score: 25 Votes (Like | Disagree)
Avatar
11 months ago
All new innovative colors with a starting price of $896 (11 - 64GB) for our beloved European costumers.
Score: 23 Votes (Like | Disagree)

Top Stories

Apple Warns Against Closing MacBooks With a Cover Over the Camera

Friday July 10, 2020 11:12 am PDT by
Apple this month published a support document that warns customers against closing their Mac notebooks with a cover over the camera as it can lead to display damage. Image via Reddit Apple says that the clearance between the display and the keyboard is designed to very tight tolerances, which can be problematic. Covering the camera can also cause issues with automatic brightness and True Tone....

iPhone Users Who Experienced 'Batterygate' Can Now File to Receive Around $25 Settlement From Apple

Monday July 13, 2020 6:50 am PDT by
Earlier this year, Apple agreed to settle a U.S. class action lawsuit that accused the company of "secretly throttling" older iPhone models. Now, eligible iPhone owners are beginning to be notified about their legal rights and options. Under the proposed settlement, Apple will provide a cash payment of approximately $25 to each eligible iPhone owner who submits a claim, with its total payout ...

Apple Moving Forward on Semitransparent Lenses for Upcoming AR Headset

Friday July 10, 2020 7:24 am PDT by
Apple and Foxconn have reached a key milestone in the development of Apple's long-rumored augmented reality headset, with the semitransparent lenses for the device moving from prototype to trial production, reports The Information. Apple is developing the lenses on a single production line at a Foxconn factory in Chengdu in southwestern China, where most of Apple’s iPad production is...

Arm-Intel-PowerPC Universal Binaries Are Possible

Saturday July 11, 2020 1:42 pm PDT by
Casual MacRumors visitors may not realize that we have a very active PowerPC forum where users discuss issues related to PowerPC Macs that have not been produced since 2006. Threads range from hardware upgrades and software options to nostalgia: Photo by AphoticD Apple's recently announced transition to Apple Silicon (Arm) based Macs raised some interesting questions about future support...

Possible 'iPhone 12' Battery Certifications Suggest Lower Capacities Than iPhone 11 Series

Monday July 13, 2020 4:22 am PDT by
MySmartPrice has spotted certifications for three new Apple batteries that it believes could be for the upcoming iPhone 12 lineup, despite them being less capacitive than the batteries in the current iPhone 11 series. The batteries are identified with the model numbers A2471, A2431, and A2466, and appear on Safety Korea, China's 3C, and the Danish agency UL Demko. Apple is expected to...

Leaker: 'iPhone 12 Pro' to Come With 6GB of RAM

Friday July 10, 2020 1:59 am PDT by
Later this year, Apple is expected to release four OLED iPhones in three display sizes, including 5.4, 6.7, and two 6.1-inch models. Rumors suggest the 6.7-inch iPhone and one 6.1-inch model will be higher-end devices, and now leaker @L0vetodream has corroborated previous rumors about the internal specs of Apple's upcoming lineup. Rumors suggest Apple will use 5-nanometer A14 chips in its...

Kuo: Apple Silicon Macs to Include 13-inch MacBook Pro and MacBook Air This Year, 14.1-inch and 16-inch MacBook Pro Models Next Year

Friday July 10, 2020 2:58 am PDT by
At last month's WWDC, Apple officially announced that its Mac computers will be transitioned from Intel x86 to homegrown Apple Silicon chips. Apple said it plans to deliver the first Apple Silicon Mac by the end of the year and complete the transition in about two years. According to Apple analyst Ming-Chi Kuo, a 13.3-inch MacBook Pro with a form factor similar to the current 13.3-inch...

Google to 'Dramatically' Improve Chrome Impact on Mac Battery Life

Sunday July 12, 2020 1:56 pm PDT by
Google will address long-standing battery life issues, particularly on Mac devices, reports The Wall Street Journal. Chrome will improve "tab throttling" by better prioritizing active tabs and limiting resource drain from tabs open in the background. This is said to have a "dramatic impact on battery and performance." Google has reportedly been performing early tests on Mac laptops in...

Top Stories: iOS 14 Public Beta, iPhone 12 Size Comparison, 14-Inch MacBook Pro Rumors

Saturday July 11, 2020 6:00 am PDT by
After one round of developer beta testing, Apple unleashed iOS and iPadOS 14 to a wider audience this week, opening it up to members of the public beta program. There are lots of changes and new features to check out, but as with any beta, be careful about installing it on your main devices. Subscribe to the MacRumors YouTube channel for more videos. Other major stories this week included our ...

Apple Shares Humorous 'Working-From-Home Thing' Video

Monday July 13, 2020 9:31 am PDT by
Apple today shared a funny video focused on the problems that people working from home have to deal with, including noisy children, chaotic schedules, communication issues, and more. The video focuses on showing off Apple products and their capabilities that can be useful when working from home, such as the ability to scan a document with an iPhone, mark up a PDF, Siri Reminders, and more.The...