According to a released by analyst Ming-Chi Kuo, demand for iPhone 12 and iPhone 12 Pro Max exceeded expectations, while demand for iPhone 12 and iPhone 12 mini was not as high as expected. Although many people believe that the lower-priced iPhone will become ’s best-selling product, it shows that more buyers than expected would rather spend more money on premium options. According to reports, Kuo also mentioned in his notes that the initial demand for the new MacBook Air and MacBook Pro based on the Apple M1 chip was better than expected. The latest MacBook machine was released earlier this month as part of the company’s transition from Intel processors.

Guo Ming’s blog quoted his latest survey results for the fourth quarter of 2020, saying that according to the report of the technology blog MyFixGuide, overall iPhone 12 shipments were higher than expected. However, the analyst did not provide any figures showing growth in shipments.

Kuo said that the iPhone 12 series shipment momentum will continue in the first half of 2021. This is also considered to be a signal that the replacement needs of the next-generation iPhone may be consistent with the needs of the iPhone 12 series. .

It is reported that in addition to the iPhone 12 series, Kuo also mentioned that the demand for the new iPad Air is better than expected. Next year, with the release of new iPad models, this growth may also continue, which is expected to include mini-LED displays and 5G support. Apple is expected to a new low-cost iPad model in the second half of 2021.

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According to reports, Kuo also emphasized in the report that the demand for Apple Watch Series 6 and Apple Watch SE exceeded expectations. Similarly, it is said that the demand for the new MacBook based on the M1 chip is better than expected. Kuo also predicts that Apple will launch its internal silicon redesigned MacBook models next year.

Regarding the audio products provided by Apple, Mingo Guo said in the report that AirPods shipments declined in the fourth quarter. He also predicts that by the first half of 2021, AirPods shipments will remain flat or fall by 5% to 10%. This is lower than the 20% year-on-year growth predicted by the market.

The report pointed out that the supply chain of AirPods is very tight-mainly to prioritize new iPhone models. However, Apple is said to have postponed the shipment plan of the new AirPods (aka AirPods 3) the end of the second quarter of 2021. This is likely to bring some replacement demand for the new AirPods in the second half of next year.


The iPhone 12 Pro series is amazing, but why is it so expensive in ? We discussed on the weekly technical podcast Orbital, you can subscribe via Apple Podcast, Google Podcast or RSS, download the episode, or click the button below.