Kuo: iPhone 12 Pro Demand Higher Than Expected
TF International Securities analyst Ming-Chi Kuo released a research note this morning detailing what he's seen with the volume of iPhone 12 and iPhone 12 Pro pre-orders in the first weekend of sales.
Kuo had previously indicated that Apple's estimated shipment allocations for the new iPhone models placed the iPhone 12 at the top with 40-45% of inventory allocation (up from 15-20%). However, the strong interest in the iPhone 12 Pro in pre-orders has caused him to revise that split:
The iPhone 12 Pro pre-order beat our expectation because of Apple core fans’ initial preference for high-end models, the strong demand in the Chinese market, and the coming peak season demand in the US and Europe.
Due to the demand, Kuo sees the iPhone 12 and 12 Pro to each have approximately 30-35% share each of new iPhone shipments in this quarter. Meanwhile, Kuo also downgraded his expectations for the iPhone 12 mini with estimates that it will be responsible for only 10-15% of sales (down from 20-25%). Kuo cites weak demand for the smaller device in the Chinese market.
The iPhone 12 Pro and 12 are very similar devices, though the Pro model has LiDAR, a telephoto camera lens and more RAM. More detailed comparison available:
The iPhone 12 and 12 Pro became eligible for pre-order on Friday, October 16. The iPhone 12 mini and iPhone 12 Pro Max pre-orders kick off on November 6.
Related Stories
Saturday February 26, 2022 11:25 pm PST by
Sami FathiAn image alleged to be the display schematic for the iPhone 14 Pro series has emerged online, offering us a look at the true size of the pill-shaped and circular cutout design expected to debut on the high-end 2022 iPhones in replacement of the notch. The image first emerged on Weibo and was later shared by Apple leaker Jon Prosser who claims to have been able to "independently" confirm...
The high-end iPhone 14 Pro models launching in 2022 are expected to have a hole-punch display, according to Korean website The Elec. The 6.1-inch iPhone 14 Pro and a 6.7-inch iPhone 14 Pro Max are expected to feature the upgraded display, which will do away with the notch used in the current iPhone models.
The hole-punch cutout will allow Apple to provide a larger display area while still...
Apple's online store is down ahead of iPhone 13 mini, iPhone 13, iPhone 13 Pro, and iPhone 13 Pro Max pre-orders, which are set to begin at 5:00 a.m. Pacific Time in the United States.
"You're... early," reads the Apple Store message when attempting to visit the U.S. website. "Pre-order begins at 5:00 a.m. PDT. Enjoy the extra sleep." Apple used to do new device pre-orders at 12:01 a.m....
Apple today published a seven minute video positioned as a tour of the iPhone 13 and 13 Pro, with the walkthrough coinciding with the pre-orders that are now live.
Filmed at the Tower Theater Apple Store in Los Angeles, the tour highlights the four available sizes, camera technology like Cinematic Mode and improved low-light performance, the Ceramic Shield display and IP68 water resistance,...
Next year's iPhone 14 Pro and iPhone 14 Pro Max will feature hole-punched LTPO OLED display panels supplied by Samsung and LG, according to Korean site The Elec.
Rumors that the 2022 iPhone models won't have a notch started in March of this year, when Apple analyst Ming-Chi Kuo said they will instead adopt a hole-punch design, a design that Android devices have used for a few years now. The...
Key design elements of Apple's "iPhone 14 Pro" are beginning to emerge ahead of the device's expected unveiling in September.
The iPhone 14 Pro and iPhone 14 Pro Max, which are expected to come in the same 6.1-inch and 6.7-inch display sizes as the iPhone 13 Pro and iPhone 13 Pro Max, are expected to feature a refreshed design. Apple usually redesigns its flagship iPhone models every two to...
Only the iPhone 14 Pro models will have the "A16" chip, while the standard iPhone 14 models will retain the A15 Bionic chip from the iPhone 13, according to insightful Apple analyst Ming-Chi Kuo.
In a tweet, Kuo said that the 6.1-inch "iPhone 14 Pro" and the 6.7-inch "iPhone 14 Pro Max" will get the A16 chip, while the 6.1-inch "iPhone 14" and the 6.7-inch "iPhone 14 Max" will retain the...
Just a few days after iPhone 13 pre-orders began, well-known Apple analyst Ming-Chi Kuo is looking ahead. In a research note seen by MacRumors, Kuo shared some of his key hardware expectations for next year's tentatively named iPhone 14 Pro models, including a hole-punch display and a 48-megapixel Wide lens for the rear camera system.
A hole-punch design refers to a display with only a small ...
Popular Stories
Apple is developing new iPad Pro, Mac, and Apple TV models, and at least some of these products will be released in October, according to Bloomberg's Mark Gurman. However, Gurman continues to believe that Apple is unlikely to hold an event this month.
In the latest edition of his Power On newsletter, Gurman said "the big iPhone 14 unveiling last month was probably it for Apple in 2022 in...
The Wall Street Journal's Joanna Stern recently traveled to Michigan to test Apple's new crash detection feature on the iPhone 14 and Apple Watch Ultra. In response, Apple provided some additional information about how the feature works.
Stern recruited Michael Barabe to crash his demolition derby car with a heavy-duty steel frame into two unoccupied vehicles parked in a junkyard — a 2003...
This week's best Apple deals focus on the AirPods Pro, AirPods Pro 2, and M2 MacBook Air, including numerous all-time low prices on these devices. You'll also find up to 50 percent off discounts on Anker and Eufy accessories on Amazon.
Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us...
As of October 1, Apple SIM is no longer available for activating new cellular data plans on supported iPad models, according to an Apple support document.
Introduced in 2014, the Apple SIM was designed to allow iPad users to activate cellular data plans from multiple carriers around the world. Initially, the Apple SIM was a physical nano-SIM card, but it was embedded inside later iPad Pro...
The iPhone 14 Pro and Pro Max introduce some major improvements in camera technology, adding a 48-megapixel lens and low-light improvements across all lenses with the new Photonic Engine. We've spent the last week working on an in-depth comparison that pits the new iPhone 14 Pro Max against the prior-generation iPhone 13 Pro Max to see just how much better the iPhone 14 Pro Max can be.
Subscrib ...
Thursday September 29, 2022 9:08 am PDT by
Sami FathiOne of the biggest new features in iOS 16 is a completely redesigned iPhone Lock Screen. The new Lock Screen is entirely customizable, letting you change the colors and fonts, add widgets and new wallpapers, and more to make your iPhone uniquely yours. Of course, even before iOS 16, you could customize your Lock Screen with a wallpaper of your choice. iOS 16 takes the Lock Screen wallpaper...
While we had been expecting a follow-up October Apple event focused on Mac and iPad announcements, it sounds like we might not be getting another event after all. Instead, the pending updates in those product segments could be considered minor enough that they may be announced via press releases.
It wasn't all bad news, however, with Apple announcing that it will be expanding an on-device...
iOS 16.0.2 was released last month with several bug fixes for iPhone 14 issues, excessive copy and paste permission prompts, and more. Now, evidence suggests that Apple is planning to release iOS 16.0.3 with additional bug fixes.
Evidence of an upcoming iOS 16.0.3 software update has shown up in MacRumors analytics logs, which have been a reliable indicator in the past.
There are several...
In a new interview, Apple's senior vice president of software engineering, Craig Federighi, and Apple's vice president of human interface design, Alan Dye, sat down to discuss the thinking behind the iPhone 14 Pro's Dynamic Island and how it was developed.
During the interview with the Japanese magazine Axis, Federighi, who oversees the development of iOS, said Dynamic Island represents the...
Top Rated Comments
I've never seen an iPhone launch whose demand was lower than expected
arn
The lineup this year is very good.