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iPhone12 Pro demand momentum surpasses iPhone12 ~ JP Morgan survey

iPhone12 12 pro

 
According to a survey by investment bank JP Morgan, demand for the iPhone 12 Pro seems to outpace the iPhone 12. This is because the delivery time of the iPhone 12 Pro is still longer than that of the iPhone 12.

12 Pro averages 23 days, compared to iPhone 12 averages 10 days

This report is surprising, given that many analysts predicted that the cheaper versions of the iPhone 12 and iPhone 12 mini would become more popular than the iPhone 12 Pro series. For example, Deutsche Bank pointed out that even if the iPhone 12 Pro’s camera is capable of convincing professional photographers, consumers will focus on the cost performance of the iPhone 12.
 
JP Morgan’s Samik Chatterjee notes that the average delivery time from order to arrival for iPhone 12 is around 10 days worldwide, which means that inventory status has eased / normalized compared to before. Since the delivery date is mainly determined by the balance between Apple’s inventory and consumer’s demand, it is ideal for measuring the degree of demand. On the other hand, iPhone 12 Pro averages 23 days.
 
Even if you compare it with Apple’s official online store in Japan, the delivery date of the 64GB model of iPhone 12 Blue as of November 3 is 7 to 9 days (arrival from November 10 to November 12), but iPhone 12 Pro The Pacific Blue 128GB has a delivery date of 16 to 24 days (arrival from November 19 to November 27).

More than Apple expected ~ Also pay attention to 12 Pro Max

Of course, the long delivery time doesn’t mean that the iPhone 12 Pro sells better than the iPhone 12. If the inventory is low or the mass production pace is slow with respect to the demand, the delivery time will be extended.
 
However, Apple wants to avoid late delivery, and there is no doubt that demand for the iPhone 12 Pro is higher than the company originally envisioned. Chatterjee recommends investors should also look “carefully and optimistically” about booking iPhone12 Pro Max, given the strong sales of iPhone12 Pro.
 
 
Source: AppleInsider
(kihachi)
 
 

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