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Kuo: iPhone 11 Order Demand Better Than Expected, New Colors Particularly Popular – Mac Rumors, Macrumors.com

Kuo: iPhone 11 Order Demand Better Than Expected, New Colors Particularly Popular – Mac Rumors, Macrumors.com


iPhone 11andiPhone 11 Proorder demand is ahead of expectations since the start of pre-orders on Friday, according to a research note by Apple analystMing-Chi Kuoand obtained by MacRumors.


Basing his analysis in part on Apple’s online shipping estimates, Kuo believes demand is “significantly stronger” for the

iPhone 11

in the new green and purple colors and the

iPhone 11 Pro

in midnight green, but he notes that the latter model is facing production issues and is currently constrained.

The shipping times of midnight green iPhone (Pro, green iPhone) , and purple iPhone 11 are all two – three weeks or longer. The shipping times of other colors are roughly shorter than ten days. It should be noted that the glass casings of midnight green models are currently facing production issues; therefore, it makes the shipping time longer.

Kuo sees demand for the more expensive

iPhone (Pro)

being higher in the US, while the cheaper

iPhone 11

series is doing particularly well in the Chinese market. As a result, TF Securities has increased its forecast of

iPhone 11

shipments in 2019 to 70 – 75 million units (versus the previous 65 – 70 million units), and predicts the iPhone supply chain will grow steadily in the fourth quarter.

Kuo believes the

iPhone 11

is an excellent upgrade choice for iPhone 6 / 6s / 7 users, especially because of its lower price, which is roughly equivalent to 1 –1.3 times the average monthly salary in China. Kuo says this is “close to the price sweet spot,” given that theiPhone XR‘s price equivalence was 1.5–1.7 times the average monthly salary in China. In addition to Apple’s aggressive pricing strategy, Kuo notes that the zero-interest installment plans for 24 months are also lowering the purchase barriers.

The successors to theiPhone XSand XS Max, the

iPhone (Pro)

and 11 Pro Max unveiled last week feature triple-lens rear cameras for improved photo and video capabilities. The lower-cost

iPhone 11

series, which succeeds the

iPhone XR

, includes a number of upgrades such as a dual-lens rear camera, six new colors, an A 13 Bionic chip, and Dolby Atmos sound.

The

iPhone 11

starts at $ 699, which is $ 50 less than the

iPhone XR

, while the

iPhone (Pro

) starts at $ 999 and the Pro Max starts at $ 1, 099. Apple’s new devices officially start shipping this Friday, September 20 .

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