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Kuo: iPhone 11, and the launch of the iPhone SE2 will increase the overall growth of iPhone sales in the first quarter of 2020

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Published on Oct 07, 2019

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Kuo: iPhone 11, and the launch of the iPhone SE2 will increase the overall growth of iPhone sales in the first quarter of 2020

The analyst TF Securities Ming-Chi Kuo predicts today that Apple will sell about 10% more iphones in the first quarter of 2020, due to the strong demand of the iPhone 11, and the launch of the “iPhone 2” from the same period .

In terms of quarter holiday, Kuo expects shipments of 70 to 75 million new iPhone units (iPhone, 11, and iPhone 11 Pro combined), which could be higher if not for supply constraints. The analyst also believes that Apple has increased orders at some of its suppliers in the wake of greater demand for its devices. The increase of shipments you will see primarily in the first quarter of 2020.

Kuo also predicts that Apple will ship about 40 million units of the iPhone 11 Pro and iPhone 11 Pro Max before the start of the new year. This number is lower than the 43 million iPhone devices XS, and iPhone XS Max sold last year, but Kuo believes that sales are lower due to constraints of the supply, citing shipping delays of 2-3 weeks) of the iPhone 11 and 11 Pro.

However, believes that the iPhone 11 more “economic“, will easily exceed the sales of the iPhone XR to 2018. Kuo expects that it will be shipped between 37-40 million iPhone units 11, compared to the 25 million iPhone XR in the same period of last year. A contributing factor is the best demand of customers, because of the entry price more low, but also remember that the iPhone XR was released at the end of October 2018, then the iPhone 11 will, of course, a month in sales.

Kuo expects the new iPhone IF 2 will be available starting the beginning of 2020, in order to be a component of the expected growth of quarterly sales. In a previous report, Kuo said the new iPhone IF 2 have an identical design to the iPhone 8, but will the interior updated as a processor A13.

 

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