Apple Pal analyst Ming-Chi Kuo recently suggested that demand for the iPhone 12 Pro is stronger than expected, and this is supported by a new supply-chain report.
According to Apple, the demand for the iPhone 12 Pro will be lower than the standard model iPhone 12, but it seems that this is not the case …
Digitimes Says Apple is ready to speed up its order for chips used only by the leader scanner seen on the iPhone 12 Pro and Pro Max.
Demand for the iPhone 12 Pro has been so strong that delivery lead times from manufacturers have had to be increased. And Apple will increase orders for VCSEL chips supporting the iPhone 12 Pro’s Leader Scanner for Immediate Mented Reality (AR)
According to sources in Taiwan-based supply chain manufacturers, due to the special demand for the Apple Pull model, especially in the US. Orders for VCSL chips for F-based leader scanners used for off-based leader scanners released by the iPhone 12 Pro are set to increase.
This is consistent with the Kuo report on the initial order of the Pro model.
In terms of the split between the iPhone 12 and the iPhone 12 Pro, Kuo estimates that demand for more expensive models is higher than expected. The standard model was expected to be more popular in both, but early indications in the iPhone 12 bias indicate that demand is evenly distributed among them.
Once all four models are sold, Kuo estimates that the iPhone 12 and iPhone 12 Pro will split into 30-35% of the total order, the iPhone 12 Pro Max 15-20%, and the iPhone 12 Mini about 10-15%.
Given the relatively small number of differences between the standard and Pro models, it seems that camera features are increasing in demand. The Pro gives you telephoto lenses; Leader scanner for better auto-focus and potentially improved portrait mode performance; Night mode portrait; And Apple Pro. Other differences are the 512GB maximum storage tires, stainless steel instead of aluminum bands and different colors.
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