Wired
Analysis company Wedbush has seen more and more bullish trends from its inspection of Apple’s supply chain, which has given the bank increased confidence in the iPhone 12’s “supercycle theory”.
In a note to investors, Wedbush chief analyst Daniel Ives wrote that after the release of iPhone 12 and iPhone 12 Pro, the bank’s technology, media and telecommunications (TMT) team has been updating Apple’s supply chain. an examination.
Ives said that the current supply chain is expected to produce 80 million iPhone 12s in the early stages of the market, which is higher than the 75 million units on October 13 and also higher than the 65 million to 70 million units predicted in September.
“We haven’t seen an upward trend in press conferences like Apple for many years. According to our analysis, the only similar iPhone should be the iPhone 6 in 2014,” the analyst wrote.
Based on the iPhone’s delivery time and supply chain inspections, Ives believes that the iPhone 12 pre-orders are twice that of the iPhone 11, which indicates a “strong start” for the iPhone 12.
Before the release of iPhone 12, Ives predicts that the 6.7-inch iPhone 12 Pro Max device will become the flagship product of the series. The bank’s recent supply chain inspection seems to confirm this, and Ives said that Apple and its suppliers continue to expect demand for the model to increase.
Finally, Ives reiterated that the Chinese market will be the key to this new iPhone product, and he expects that China will account for about 20% of iPhone upgrades. Globally, about 350 million of the 950 million iPhones are still in a window of opportunity for upgrade. “We believe this will translate into an unprecedented upgrade cycle for Apple,” Ives wrote.
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