Kuo: iPhone 11 Demand and Upcoming Launch of 'iPhone SE 2' to Boost Overall iPhone Sales Growth in Q1 2020

Apple will sell around 10 percent more iPhones in the first quarter of 2020, thanks to strong replacement demand for its iPhone 11 series devices and next year's launch of the "iPhone SE 2," claims Apple analyst Ming-Chi Kuo in his latest research note, seen by MacRumors.

iphone 11 and 11 pro

We expect that combined iPhone shipments in 1Q20 will grow around 10% YoY thanks to the iPhone 11's replacement demand boosted by more affordable prices and iPhone SE2's shipments starting in 1Q20. We estimate that iPhone shipment in 1Q20 will be 45–50mn units (iPhone 11 Pro series and iPhone 11 to be 13–15 and 22–24mn units, respectively), which is better than around 42mn units of iPhone shipments in 1Q19 (iPhone XS series and iPhone XR to be around 12 and 14mn units, respectively).

The TFI Securities analyst estimates that ‌iPhone‌ 11 series shipments will reach between 70 and 75 million units in 2019, and he believes that figure may have been higher but for supply constraints. A Nikkei report previously claimed Apple has upped orders from suppliers after stronger-than-expected demand for its latest flagship phones.

Specifically, Kuo estimates that shipments of the ‌iPhone‌ 11 Pro in 2019 will be around 37-40 million units, and shipments of the ‌iPhone‌ 11 will be around 36 to 40 million units.

If those figures are accurate, Kuo says Pro series shipments will be lower than last year's equivalent ‌iPhone‌ XS shipments, but only because of a tighter supply caused by "increased production difficulties" of specific ‌iPhone‌ 11 Pro components. Meanwhile, shipments of ‌iPhone‌ 11 will be higher than 2018's ‌iPhone‌ XR, mainly because the ‌iPhone‌ XR didn't start shipping until the middle of the fourth quarter.

Kuo says Apple has increased some suppliers' shipment forecasts or capacity requirements in the fourth quarter to ensure that shipments going into next year meet demand. Boosted by more affordable prices, the high replacement demand for the ‌iPhone‌ 11 could run into the first quarter of 2020, the analyst believes. As a result, Kuo estimates that "‌iPhone‌ 11 shipments in 1Q20 (22–24mn units) will be better than those of ‌iPhone‌ XR in 1Q19 (14mn units) significantly."

Kuo has previously claimed that Apple plans to release a lower-priced "‌iPhone SE‌ 2" in the first quarter of 2020. Earlier this month, he said the device will feature a similar form factor design and specifications as the ‌iPhone‌ 8, with a faster A13 chip and 3GB of RAM.

Related Roundup: iPhone SE
Buyer's Guide: iPhone SE (Don't Buy)
Related Forum: iPhone

Popular Stories

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...
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...
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...
iPhone 16 Pro Max Generic Feature 2

5 Biggest Changes Rumored for iPhone 16 Pro Max

Wednesday June 19, 2024 5:00 am PDT by
Given Apple's rumored plan to add an all-new high-end tier to its iPhone 17 series in 2025, this could be the year for Apple to bring its boldest "Pro Max" model to the table — the kind of iPhone 16 upgrade that stands tall above its siblings, both figuratively and literally. If you have been holding out for the iPhone 16 Pro Max, here are five of the biggest changes rumored to be coming...
Apple Intelligence General Feature

Apple Intelligence Features Not Coming to European Union at Launch Due to DMA

Friday June 21, 2024 9:44 am PDT by
Apple today said that European customers will not get access to the Apple Intelligence, iPhone Mirroring, and SharePlay Screen Sharing features that are coming to the iPhone, iPad, and Mac this September due to regulatory issues related to the Digital Markets Act. In a statement to Financial Times, Apple said that there will be a delay as it works to figure out how to make the new...
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....

Top Rated Comments

Baymowe335 Avatar
62 months ago
Apple hit a home run with the iPhone 11 and iPhone 11 Pro.

This again could prove the naysayers wrong.
Score: 30 Votes (Like | Disagree)
realtuner Avatar
62 months ago

99% or more of people who “care about 5G” and bitched about it here were never even interested in buying an iPhone.
99.9% of people talking about 5G are positioning it as a “must have” feature simply so they can criticize the iPhone for not having it, even though it will bring no noticeable benefits to their phone.
Score: 15 Votes (Like | Disagree)
Mr. Dee Avatar
62 months ago
Proves how much no one really cares about 5G. Happy with my X, can’t justify the upgrade yet.
Score: 13 Votes (Like | Disagree)
Strelok Avatar
62 months ago

Proves how much no one really cares about 5G. Happy with my X, can’t justify the upgrade yet.
99% or more of people who “care about 5G” and bitched about it here were never even interested in buying an iPhone.
Score: 10 Votes (Like | Disagree)
Baymowe335 Avatar
62 months ago

In it, it "appears" he is describing manufacturing shipments, NOT projected "unit sales".

Apple needs to get as many iPhones as possible into its Sales Channel here in the States BEFORE Dec 15th, to circumvent the 15% iPhone Tariff, which incidentally, Kuo does NOT even mention !
I think you’ve posted this enough.

You're also speculating.
Score: 9 Votes (Like | Disagree)
Plutonius Avatar
62 months ago

I’m betting that a true successor to the iPhone SE will never happen and the compact 4” screen size is dead.

All these “SE 2” rumours are click-bait and Apple instead is simply going to refresh the iPhone 8.
I wish they didn't refer to it as the SE2.

Call it what it is. The iPhone 8 SE :).
Score: 9 Votes (Like | Disagree)