Kuo: iPhone 11 Order Demand Higher Than Anticipated, New Colours Cited as Key Influencing Issue

iPhone 11 and iPhone 11 Professional order demand is forward of expectations for the reason that begin of pre-orders on Friday, in keeping with a analysis observe by Apple analyst Ming-Chi Kuo and obtained by MacRumors.

Basing his evaluation partly on Apple’s on-line delivery estimates, Kuo believes demand is “considerably stronger” for the iPhone 11 within the new inexperienced and purple colours and the iPhone 11 Professional in midnight inexperienced, however he notes that the latter mannequin is dealing with manufacturing points and is at present constrained.

The delivery instances of midnight inexperienced iPhone 11 Professional, inexperienced iPhone 11, and purple iPhone 11 are all two–three weeks or longer. The delivery instances of different colours are roughly shorter than ten days. It needs to be famous that the glass casings of midnight inexperienced fashions are at present dealing with manufacturing points; due to this fact, it makes the delivery time longer.

Kuo sees demand for the costlier iPhone 11 Professional being greater within the U.S., whereas the cheaper iPhone 11 collection is doing significantly nicely within the Chinese language market. Consequently, TF Securities has elevated its forecast of iPhone 11 shipments in 2019 to 70–75 million models (versus the earlier 65–70 million models), and predicts the iPhone provide chain will develop steadily within the fourth quarter.

Kuo believes the iPhone 11 is a wonderful improve selection for iPhone 6/6s/7 customers, particularly due to its lower cost, which is roughly equal to 1–1.three instances the common month-to-month wage in China. Kuo says that is “near the worth candy spot,” on condition that the iPhone XR’s worth equivalence was 1.5–1.7 instances the common month-to-month wage in China. Along with Apple’s aggressive pricing technique, Kuo notes that the zero-interest installment plans for 24 months are additionally reducing the acquisition limitations.

The successors to the iPhone XS and XS Max, the iPhone 11 Professional and 11 Professional Max unveiled final week function triple-lens rear cameras for improved picture and video capabilities. The lower-cost iPhone 11 collection, which succeeds the iPhone XR, consists of numerous upgrades similar to a dual-lens rear digital camera, six new colours, an A13 Bionic chip, and Dolby Atmos sound.

The iPhone 11 begins at $699, which is $50 lower than the iPhone XR, whereas the iPhone 11 Professional begins at $999 and the Professional Max begins at $1,099. Apple’s new units formally begin delivery this Friday, September 20.