Wired
Tianfeng International Securities analyst Ming-Chi Kuo said in a report to investors on Tuesday: The market has stronger than expected demand for Apple’s main product line, and high-end models including iPhone 12 Pro and iPhone 12 Pro Max have performed well. A recent survey showed that during the lucrative holiday shopping season, consumers are more concerned about the technology giant’s new iPhone 12 smartphones, iPad Air tablets, Apple Watch Series 6 / SE smart watches, and M1 MacBooks. High demand.
Although demand for iPhone 12/12 mini models was lower than expected, analysts still saw the positive momentum of Apple’s smartphone business.
It is expected that consumers’ strong interest in the high-end iPhone 12 Pro / 12 Pro Max models will continue into the first half of 2021, until the fall of a new generation of products.
Guo Mingchi added that thanks to the new design and major hardware upgrades released in September, the demand for iPad Air tablets has also left a deep impression.
With the addition of mini-LED screens and 5G connections, it is expected that the 2021 iPad product line will continue to bear fruit, and there are rumors that there will be new entry-level products in the second half of the year.
In terms of watches, consumers are also keen on Apple Watch Series 6 / SE. It is expected that next year’s new products will take the next step, with improved appearance and health management functions.
In terms of self-developed new ARM products, Apple’s years of research and development efforts are paying off. The demand for new 13-inch MacBook Air/MacBook Pro products based on the M1 chip is higher than expected.
Analysts predicted in July that Apple will release the Apple Silicon MacBook in the second half of 2021 and refresh its 14/16-inch MacBook product line.
It should be pointed out that despite the outstanding performance of Apple’s core product line, the market performance of AirPods true wireless headsets is somewhat weak. Although shipments remained relatively stable, they still fell by 5-10% year-on-year.
In June this year, Guo predicted that a new generation of AirPods will come out in early 2021. But perhaps affected by many factors such as the supply chain, it is said that the new products have been postponed to the end of the second quarter.