On Monday (14th) JPMorgan Chase (Xiao Mo) analysts said that the current overall sales performance of the iPhone 12 series, iPhone 12 Pro continued to buy, continue to put pressure on the existing supply chain, but the demand for iPhone 12 Pro Max is slowing down. , Goldman Sachs reported that Apple’s iPhone shipments improved in November.
JPMorgan Chase’s iPhone Availability Tracker shows that in all regions, the iPhone 12 mini, iPhone 12, and iPhone 12 Pro delivery times have increased moderately, and are now 4 days, 4 days, and 28 days, respectively. The sending time of iPhone 12 Pro Max has been reduced from 23 days last week to 20 days.
JPMorgan Chase analyst Samik Chatterjee wrote in a report that observing the delivery date of the iPhone 12 Pro, the iPhone 12 Pro is expected to become the main sales force of this series, but compared with the previous week, the 6.7-inch iPhone 12 Pro Max was delivered. Time seems to be getting faster, especially in China.
Samik Chatterjee judged that this is because the demand for iPhone 12 Pro Max is weakening.
At the same time, a Goldman Sachs report also showed that China’s smartphone market sales were flat. Apple’s iPhone shipments increased last month, but they were the same as last year’s same quarter shipments.
Goldman Sachs analyst Rod Hall analyzed new smartphone shipment data released by the China Academy of Information and Communications Technology (CAICT).
The total shipments of smartphones reached 29.6 million in November, down 15% annually, but up 13% from October. International mobile phone brand shipments reached 6.9 million units, of which Apple (AAPL-US) Is the main force, with an annual increase of over 99% and an increase of 18% over the previous quarter.
Goldman Sachs analyst Rod Hall mentioned that given that Apple’s 5G mobile phone sales are better than expected, the overall weakness is interesting.
Rod Hall said that in our view, the overall market weakness that we continue to see in China may begin to translate into a period of stagnation in Apple’s high-end mobile phone demand.
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