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Earlier reports mentioned that Apple<\/a> reported weaker than expected iPhone sales due to the delayed iPhone 12 launch.
However, a Counterpoint Research<\/a> report late last month said that Apple is likely to break previous sales records during its fiscal first quarter (October-December period) as the iPhone 12 is set to bolster global quarterly shipment growth for all iPhones<\/a> to 21 per cent year-over-year (YoY).
Now, JP Morgan analyst Samik Chatterjee has said that iPhone 12 series lead times have \"moderated significantly\" since the holidays with most models available for consumers within a week.
\"However, even as iPhone 12 Pro lead times have moderated on the same lines as other SKUs, aggregate lead times for 12 Pro still remains quite robust and above 20 days, implying continued robust demand,\" Chatterjee said.
Wedbush analyst Daniel Ives has also said that the strong sales of AirPods for the holidays provides \"another product tailwind\" for Apple heading into the new year.
Apple shares were up 82 per cent this week, largely driven by optimism about the 5G iPhones.
Although Apple's October-November 2020 global sell-through was down YoY, it declined by only low-single digits.
That is positive considering the four to six-week launch delay of the iPhone 12 versus the iPhone 11, according to Counterpoint<\/a> Research.
There was the possibility of a December sales surge, driven by the new iPhone 12, which would bring the quarter's sell-through number into record territory, according to Counterpoint.
The popularity of the new model is evident when comparing iPhone 12 and iPhone 11 post-launch sales in the US market on a YoY, week-for-week basis.
--IANS
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苹果iPhone 12箴经历强劲的需求:摩根大通(JP Morgan)
对比研究报告上月末表示,苹果可能会打破以前的销售记录在其第一财政季度(10)iPhone 12将提振全球季度出货同比增长为所有iPhone 21%(同比)。
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先前的报告提到,苹果由于延迟公布逊于预期的iPhone销售iPhone 12发射。
然而,一个对比研究上个月报告说,苹果可能会打破以前的销售记录在其第一财政季度(10)iPhone 12将支撑全球季度出货增长iphone同比增长21%(同比)。
现在,摩根大通分析师Samik Chatterjee表示,iPhone 12系列交货期有“显著放缓”,因为假期大多数模型可供消费者在一周内。
“然而,尽管iPhone 12箴交货期慢化在同一线路与其他处理器,总交货期12箴仍然相当强劲,20天以上,暗示持续强劲的需求,“Chatterjee说。
Wedbush分析师Daniel Ives还说AirPods度假的强劲销售提供了“另一种产品推动力”苹果进入新的一年。
本周苹果股价上涨了82%,主要受到的乐观态度5 g的iphone。
虽然苹果的2020年的10月全球零售同比下降,它只下降了一位。
是正考虑iPhone的四到六周的启动延迟12与iPhone 11日据对位法研究。
12月销量猛增的可能性,由于新iPhone 12日将本季度的零售数字记录的领土,根据对位。
新模式的流行时明显比较iPhone 12和iPhone 11投放在美国市场的销售同比,week-for-week基础。
——原
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