Following the previous predictions about Apple’s iPhone SE2, Guo Minghao released a forecast report today. According to the latter, due to the strong demand for the iPhone 11 and the release of the ‘iPhone SE2’ in the same period, Apple 2020 Q1 iPhone sales will grow by about 10%.
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Guo Minghao also said that the new iPhone shipments are expected to be between 70 million and 75 million units (the sum of iPhone 11 and iPhone 11 Pro). Shipments may be higher if there is no problem with the supply. He believes that due to increased demand for new Apple phones, Apple has increased orders for some suppliers. The increase in shipments will mainly occur in the first quarter of 2020.
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Specifically, analysts expect Apple to ship about 40 million iPhone 11 Pro and iPhone 11 Pro Max by the end of 2019. This figure is significantly lower than the 43 million sales of Apple’s iPhone XS and iPhone XS Max devices in the same period last year. Guo Minghao believes that Apple’s iPhone 11 series is not selling well, in part because of restrictions on sales channels.
However, the analyst believes that the iPhone 11, which is relatively cheaper, will surpass the performance of the iPhone XR in 2018. Guo Minghao said that Apple’s iPhone 11 shipments will be between 37 million and 40 million units, compared with 25 million iPhone XRs in the same period last year. One reason is that lower price thresholds attract more customers. However, it is worth noting that the iPhone XR will not be available until late October 2019. So the iPhone 11 will have an additional month of sales.
Guo Minghao expects that the iPhone SE2 will start selling in early 2020. So the iPhone SE2 will also be part of the reason for stimulating sales growth. In a previous report, Guo Minghao said that the design of the new Apple iPhone SE2 is similar to that of the iPhone 8. But the internal hardware will be upgraded. Say, it will be using the A13 processor.
just shows that Apple is changing its strategy. a couple of years back it increased its prices in pursuit of higher ASP (average selling price) of its products. now, it’s shifting to the pursuit of higher market share, what with reducing the iPhone 11 price (relative to its predecessor iPhone XR) and this rumoured upcoming SE2… I guess this has to do with their services push and trying to lock more consumers into their Apple ecosystem.