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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.
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.
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.
Tag: Ming-Chi Kuo
Buyer's Guide: iPhone 11 (Neutral), iPhone 11 Pro (Neutral)
[ 139 comments ]
Top Rated Comments
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21 weeks ago
Apple hit a home run with the iPhone 11 and iPhone 11 Pro.
This again could prove the naysayers wrong.
This again could prove the naysayers wrong.
21 weeks 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.
21 weeks ago
Proves how much no one really cares about 5G. Happy with my X, can’t justify the upgrade yet.
21 weeks ago
Proves how much no one really cares about 5G. Happy with my X, can’t justify the upgrade yet.
21 weeks 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 !
You're also speculating.
21 weeks 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 :).
21 weeks 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 !
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 !
21 weeks ago
Apple hit a home run with the iPhone 11 and iPhone 11 Pro.
I am totally smitten by the 11 Pro Max. 2 reasons:
1) I can capture moments that I've never been able to capture with my iPhone. I *really* want to take a picture in low light much more frequently than I feel, "I really wish I could have used Portrait mode / bokeh".
2) My phone's battery lasts significantly longer than ever before. All of the questionable decisions with personal safety implications I've made while on (solo female) work travel occurred after phone battery died.
Next to it just being a good TELEPHONE, those are the 2 most important things.
Those 2 features make it, for me, the most must-have iPhone upgrade since the 7's improvements over the 6+.
21 weeks ago
If the rumored SE 2 comes with better display (4.7” or smaller) and chip, it will be hard for me to resist. Otherwise, I have two like new SE 128GB I can keep rockin’.
21 weeks ago
I don’t understand why people are in love with this new iPhone... a better camera as the main feature does nothing for me. I’m obviously in the minority on this one.
I’d love an iPhone with usb c, and bi lateral wireless charging however.
I feel like the most innovative product Apple has is the watch.
I’d love an iPhone with usb c, and bi lateral wireless charging however.
I feel like the most innovative product Apple has is the watch.
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