Ming-Chi Kuo: Demand for iPhone 12 Pro, M1 MacBooks, new iPad Air are higher than anticipated

25 November 2020
The Apple analyst’s latest report covers AirPods 3, incoming M1 computers, and the latest Apple Watch sales.

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[deleted post]ur life must miserable when phone still didnt have 120hz screen, right?

Note 20 Ultra, 26 Nov 2020Play Store opted out because Google could not comply with l... moreExactly this, thank you. It seems that so many people on the internet are still struggling to understand your logic - US putting Chinese companies in their Entity List and China kicking out US services out of their mainland are entirely different actions that can no way be compared in any way.

Note 20 Ultra, 25 Nov 2020Their growth is slowing their prices are sky rocketing. Exc... moreYes Huawei was going to eat up sales of Apple & Samsung flagships in the US.

Wily2020, 26 Nov 2020"Huawei was never allowed in the US market to know the... morePlay Store opted out because Google could not comply with localisation of servers. China only banned Facebook, WhatsApp,Twitter due to their fear of Western orchestrated attempts to destabilize political situation like they do in all places. Of Course China is no different when itvcomes to protecting it's interest. But iPhones and Android mobiles are sold in China, no specific ban on devices. More than the USA ban, Play Store Ban in Huawei, ARM licensing ban etc...forcing Huawei to limit it's sales. Apple and Qualcomm cartels have clear undue advantage over Huawei hence these numbers are meaningless...

  • Wily2020

Note 20 Ultra, 26 Nov 2020Huawei was never allowed in the US market to know the real ... more"Huawei was never allowed in the US market to know the real situation."

And play store isn't allowed in China, what's your point?

"Samsung benefiting from this is purely incidental. Even Samsung would have felt the shock without Huawei ban."

No it's not Samsung is now getting back what they lost in few last years because Huawei stole whole lot of sales from Samsung. Samsung already felt the Huawei shock in big way. And now because Huawei can't compete Samsung is getting it's sales back. Again all this have around zero effect to Apple because they have iPhone with iOS. If people wan't iPhone they aren't interested about Huawei or Samsung phones, they are only interested about iPhone with iOS.

Wily2020, 25 Nov 2020” things would have been lot different than what it is now.... moreHuawei was never allowed in the US market to know the real situation. Now they are banned almost in all major markets! Thanks to Qualcomm and Apple!! Samsung benefiting from this is purely incidental. Even Samsung would have felt the shock without Huawei ban.

Note 20 Ultra, 25 Nov 2020Their growth is slowing their prices are sky rocketing. Exc... more” things would have been lot different than what it is now...Huawei would have eaten Apple for breakfast...”

Nice joke! :D Huawei been number one or two in EU for many years and only who sales they ate was Samsung, htc, LG and Sony. This whole time Apple been really strong and no noticable drop in sales. Why would Huawei eat Apple if Samsung couldn’t do that already? You know iPhone runs iOS, right? If someone wants iOS phone Huawei isn’t choice, neither Samsung. But when people buy Samsung they also see Huawei and they might buy Huawei instead because it also runs Android, get it?

Wily2020, 25 Nov 2020” Because they are selling it double the amount of money th... moreTheir growth is slowing their prices are sky rocketing. Except for USA and small UK market, interest is fading quickly, if not for politically motivated Huawei ban to favour American corporations like QC&Apple, things would have been lot different than what it is now...Huawei would have eaten Apple for breakfast...

dude111, 25 Nov 2020is apple doooooooomedddddd yet? No, so long fools have enough money to spend fortune on average tech...

Anonymous, 25 Nov 2020And what are you going to do with a high refresh rate displ... moreYou will come and defend HrR here when Apple introduces it next year. We have seen enough Apple Boy BS all along. Bigger screens NO...boom 5., 5.8, 6.1, 6.5, 6.7 inches......AMOLED no......boom all iPhone are AMOLED except SE, now, ugly widgets,now iOS 14 embraces Android widgets, who needed wirelesscharging....boom Apple introduced Wireless charging....the list goes on...

is apple doooooooomedddddd yet?

Boggy-Stefy, 25 Nov 2020Those companies have nowhere near the money Apple has. And ... more” Because they are selling it double the amount of money they are producing it. ”

How this is any different what others do? Difference is here that Apple sells average 200 million iPhones yearly. Quite different than others who sell ten millions high-end phones yearly, or Samsung who might sell 30 million. How much you think Samsung would make money or LG yearly if they could sell 150 million their high-end phones yearly? Just checked Note 20 ultra parts cost $463 and they sell the phone for $1299.

Apple is so big because they have built the whole ecosystem which prints money all the time. It took them over ten years to do that, it’s not like they got anything free. They came to market with product people laughted and said no-one going to buy that, and end is history and it’s only just a begin for Apple journey.

They became so profitable because they have such a great products which people,want to use.

  • Boggy-Stefy

Edwin, 25 Nov 2020So u mean to say, you do not use any phone? If you use a ... moreThose companies have nowhere near the money Apple has. And the majority of that money comes from just one device (iphone). Because they are selling it double the amount of money they are producing it.
Other companies make a 200EUR phone and they sell it with 250EUR or 300EUR. Apple, makes a phone with 400EUR and they sell it with 800-1000EUR. That's why they became the most profitable company in the world. Not by carrying about its customers, for sure.
Sadly, that other people can't see this.

  • Sudhir bhagat

Shortage of i phone 12 128gb and they should solve the problem

Sponge, 25 Nov 2020The bickering Apple Vs Android will never come to an end, I... moreu see more comment on apple article than android article itself

Wily2020, 25 Nov 2020"If a company does something in the name of science, e... moreThe bickering Apple Vs Android will never come to an end, I still think it's unusually that those who don't bother with owning an apple iphone constantly besmirch Apple for no 120hz etc etc...

It's not something thats nessasary for many...

Android and Apple....they both do there own thing, why can't it be left at that?

  • Edwin

Boggy-Stefy, 25 Nov 2020Yeah, let's make a rich company even richer, by giving... moreSo u mean to say, you do not use any phone?
If you use a phone then that means u have given ur money to some company or the other and contributed to their “richness”.

Grapes are sour indeed!

  • Anonymous

Wily2020, 25 Nov 2020"If a company does something in the name of science, e... moreApple also advocated against a law that would not allow slavvve labor to be removed from their factories.

JDK, 25 Nov 2020"haaaaaannnnndiiiiiicappppppepeeeeedddddd oossssss!&qu... moreHaha, i see what you did there, Good one, by the way, notice how silent those usual Apple obsessed droids are who are always first to comment in Apple articles :D

  • Meto

FANBOYS OF ALL BRAND, 25 Nov 2020You haven't get used to it bruh, after that, it is a b... moreAfter a 120 hurts I will never get used to 60 hurts again it's so bad iPhone users are so ignorant