In a note to clients — as noted by AppleInsider — TF International Securities analyst Ming-Chi Kuo says Apple is unlikely to cut iPhone 11 shipments this month as is often the case in October after the debut of an updated smartphone line-up.
Why? Demand for the iPhone 11, iPhone 11 Pro, and iPhone 11 Pro Max have been better than anticipated. Kuo maintains his forecast of between 70 million and 75 million iPhone 11-series models shipped in 2019, on the belief that the general shipping times are “currently more than two weeks.”
By the shipping times being so long, Apple’s usual tactic of cutting shipments of the new models once demand starts to roll off the peak so doesn’t need to be implemented just yet, he says. Shipments of the iPhone 11 Pro range will be between 37 million and 40 million units, slightly below the iPhone XS, which saw shipments of around 43 million units for 2018, adds TF Securities.
