In a note to clients — as noted by 9to5Mac — Webush analyst Daniel Ives says Apple is anticipating even stronger sales for its iPhone 13 line-up — coming this fall, no doubt — that for the iPhone 12.
He writes: We believe Apple is still in the middle innings of its biggest product cycle year ever across iMacs, iPads, AirPods, Apple Watch, and of course the iPhone 12 supercycle which is set to be followed by the iPhone 13 unveil this Fall.
Our initial Asia supply chain build checks for iPhone 13 are currently in the ~100 million unit range compared to our initial iPhone 12 reads at 80 million units (pre-COVID) and represents a 25% increase YoY out of the gates.
While this number will clearly move around over the coming months, we believe this speaks to an increased confidence with Cook & Co. that this 5G driven product cycle will extend well into 2022 and should also benefit from a post vaccine consumer “reopening environment.”
