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.

iphone 11 and 11 pro
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 Forum: iPhone

Popular Stories

Apple Vision Pro 2 Feature 2

Apple Reportedly Suspends Work on Vision Pro 2

Tuesday June 18, 2024 8:17 am PDT by
Apple has suspended work on the second-generation Vision Pro headset to singularly focus on a cheaper model, The Information reports. Apple was widely believed to have plans to divide its Vision product line into two models, with one "Pro" model and one lower-cost standard model. The company is said to have been deprioritizing the next Vision Pro headset over the past year, gradually...
Apple WWDC24 Apple Intelligence hero 240610

Apple Explains iPhone 15 Pro Requirement for Apple Intelligence

Wednesday June 19, 2024 4:48 am PDT by
With iOS 18, iPadOS 18, and macOS Sequoia, Apple is introducing a new personalized AI experience called Apple Intelligence that uses on-device, generative large-language models to enhance the user experience across iPhone, iPad, and Mac. These new AI features require Apple's latest iPhone 15 Pro and iPhone 15 Pro Max models to work, while only Macs and iPads with M1 or later chips will...
M4 Real Feature Red

M4 MacBook Pro Models Expected to Launch in Late 2024

Tuesday June 18, 2024 10:50 am PDT by
MacBook Pro models with an M4 chip are expected to launch in the fourth quarter of 2024, according to display analyst Ross Young. In a tweet for subscribers, Young said that panel shipments for new 14-inch and 16-inch MacBook Pro models are set to begin in the third quarter of 2024, which suggests a launch toward the end of the year. Apple started its M4 chip refresh in May with the launch...
2022 back to school apple feature

Apple's 2024 Back to School Sale Launching This Week

Monday June 17, 2024 12:27 pm PDT by
Apple will launch its annual Back to School promotion for university students in the United States and Canada this week, according to Bloomberg's Mark Gurman. Apple's back to school sales provide students with a free Apple gift card when purchasing a Mac or an iPad, and this year's promotion could help Apple push the new M2 iPad Air and M4 iPad Pro models. Last year, Apple offered U.S....
iOS 18 Calendar Feature

iOS 18: Calendar App Design Changes and Reminders Integration

Tuesday June 18, 2024 6:16 am PDT by
Apple in iOS 18 has given the Calendar app a major update, adding some welcome interface design changes, not to mention long-awaited integration with Reminders. In the month-by-month calendar view, the month now appears in large bold font in the top left, while the Events list toggle has been replaced by a new button that lets you choose between Compact, Stacked, Details, and List views. ...
watchOS 11 Thumb 2 1

watchOS 11 Supports Automatic Nap Detection

Monday June 17, 2024 4:05 pm PDT by
watchOS 11 appears to include a new feature that allows an Apple Watch to automatically detect and record when you're taking a nap. As shared on Reddit, an Apple Watch owner took a nap and was able to see the sleep data recorded in the Health app, despite not putting the device in Sleep Mode. Right now, the Apple Watch only tracks and records sleep when it is in Sleep Mode, and there is no...

Top Rated Comments

CarlJ Avatar
62 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)
Keniutek Avatar
62 months ago
Color... a deciding factor on spending 1000$. World goes to **** ;)
Score: 38 Votes (Like | Disagree)
iapplelove Avatar
62 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)
waquzy Avatar
62 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)
sugarbear Avatar
62 months ago
Here I was thinking it's just a great phone at a good price.
Score: 25 Votes (Like | Disagree)
NBAasDOGG Avatar
62 months ago
All new innovative colors with a starting price of $896 (11 - 64GB) for our beloved European costumers.
Score: 23 Votes (Like | Disagree)