Apples iPhone 12 (Affiliate link) remains strong early next year. Cowen analysts expect around 58 million units that Apple will purchase from its suppliers by March 2021, forecast them in a recent note. That would correspond to an increase in sales of around 30% compared to the previous year.
This means that the last forecast for the first calendar quarter of the coming year has been raised by nine million units sold compared to an estimate from last month.
Chinese demand in particular is strong
The demand for the iPhone 12 in China is particularly high. Around six million units of the iPhone 12 are said to have been sold here in November, which would correspond to around 20% of the market share.
In the fourth quarter of 2020, Apple will ship a total of around 79 million iPhones, an increase of around 13% compared to the same period last year. The share of the iPhone 12 should be around 82%.
The number of units of the new 2020 models delivered in the second half of the year is likely to be slightly lower than in the same period last year, as the iPhone 12 launched later than planned. Overall, it is expected that Apple will sell around 193 million iPhones in 2020, a small minus compared to 2019.
However, sales are expected to climb up to 215 million units in the coming year.
In another message we have that Influence of the iPhone 12 launch on the global 5G expansion described.
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