Apple has tweaked its production capacities to meet changing demands. Demand versus supply is an important factor in sales and the iPad 12 Pro is selling in huge numbers while the mini’s demand is less than supplies.
A new note from Morgan Stanley investment speaks of these factors according to PED30.
In an effort to meet the lead times for the extremely popular iPhone 12 Pro, its production capacities have been increased whereas the production capacities of the iPhone mini have been decreased by two million units in the first quarter of this year.
The report says that iPhone 12 Pro lead times remain extended far beyond any model launched in the past four years at 10 days. Lead times decreased from 22 days approximately (~) 2 weeks ago as Apple ramped up its iPhone 12 production — two million units, signaled by their iPhone supply chain team that is led by Sharon Shih.
The report also mentioned that non-Pro iPhone models were supposedly performing better in China than in the nation. In China, the iPhone 12 has reach a new 18-month high as it is said to have gained 20.3% market share.
It is added that this phone has got the largest install base, when compared with any iPhone launched in China, through 4 years, in the first full month, following its launch.
The report indirectly supports analysis that spoke of dull sales of the iPhone 12 mini. During its launch it had only gained six percent of the total iPhone 12 sales.
This content is being provided to you for informational purposes only. The content has been prepared by third parties not affiliated with CWEB Inc, a business. This content and any information contained therein, does not constitute a recommendation by CWEB to buy, sell or hold any security, financial product or instrument referenced in the content. This information neither is, nor should be construed as an offer, or a solicitation of an offer, to buy or sell securities by CWEB Inc. CWEB Inc. does not offer or provide any opinion regarding the nature, potential, value, suitability or profitability of any particular investment or investment strategy, and you shall be fully responsible for any investment decisions you make, and such decisions will be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs.
Unless stated otherwise, the web content provided by the CWEB family of companies is for educational purposes only. The information and tools provided neither are, nor should be construed, as an offer, or a solicitation of an offer, to buy or sell securities by CWEB Inc. or its affiliates. Unless stated otherwise, no information presented constitutes a recommendation by CWEB Inc. or its affiliates to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy.