Citing his latest survey for the fourth quarter of 2020, Kuo said that overall iPhone 12 shipments were higher than the predictions, as per a technology blog MyFixGuide report. The analyst however did not provide any numbers showing the growth in shipments.
Kuo reportedly stated that the shipment momentum of the iPhone 12 series would continue in the first half of 2021. It is also considered a sign that the replacement demand for the next-generation iPhone models could be in line with the demand for the iPhone 12 series.
Apart from the iPhone 12 series, Kuo is said to have mentioned in his note that the demand for the new iPad Air was better than anticipated. This growth is also likely to continue next year, with the launch of new iPad models that are speculated to include mini-LED displays and 5G support. Apple is also predicted to launch a new low-priced iPad model in the second half of 2021.
Kuo also reportedly highlighted in the note that the demand for the Apple Watch Series 6 and Apple Watch SE was outpacing expectations. Similarly, the new MacBook models based on the M1 chip are said to have a better demand than expected. Kuo also predicted that Apple would unveil its redesigned MacBook models with its in-house silicon next year.
On the part of audio offerings by Apple, Kuo said in the note that the AirPods shipments dropped in the fourth quarter. He also predicted that the AirPods shipments would be flat or decline by five to 10 percent in the first half of 2021. This is lower than the market prediction of 20 percent year-over-year growth.
The report stated that the supply chain of the AirPods was tight — chiefly to give priority to the new iPhone models. However, Apple is said to have postponed the shipments scheduled for the new AirPods, aka AirPods 3, towards the end of second quarter of 2021. This is likely to create some replacement demand for the new AirPods in the second half of next year.
iPhone 12 Pro Series Is Amazing, but Why Is It So Expensive in India? We discussed this on Orbital, our weekly technology podcast, which you can subscribe to via Apple Podcasts, Google Podcasts, or RSS, download the episode, or just hit the play button below.