Although the new iPhone will be released soon, demand for the iPhone 12 series is still strong. In a note to investors, JP Morgan Chase analyst Samik Chatterjee cited a survey report on US sales trends recently released by Wave7 Research, which analyzed the sales volume of US carriers in June 2021.
The survey report wrote: Although the next-generation iPhone 13 series will be unveiled in early September this year, the existing sales situation shows that the iPhone 12 series has not experienced a sharp decline, and consumers are still very enthusiastic about buying the iPhone 12 series.
Analyst Chatterjee believes that from the sales data, Apple’s iPhone sales in the third quarter will be better than expected. When it comes to the shortage of chipsets and key components, Apple’s inventory situation also seems to be better than that of Android manufacturers.
The analyst highlighted some key information in the data. He said that in June 2021, Samsung’s market share declined slightly from the previous month. This is mainly due to a shortage of inventory. Over the same period, Apple’s market share has not changed much.
In June this year, the best-selling iPhone 12 was iPhone 12, followed by iPhone 12 Pro Max and iPhone 12 Pro. The sales of the iPhone 12 Mini are still very small, but relatively stable. Despite the larger size of the iPhone 12 Pro Max, the device performed well. The store representative said that the strong demand for the larger iPhone model may be due to the use of zoom and its telephoto lens.
Although the shortage of chipsets and other components has caused inventory issues for Android manufacturers, Chatterjee pointed out that Apple has hardly seen the impact of supply problems. Chatterjee wrote: In the entire store, representatives saw almost no evidence that customers avoided buying iPhones before the release of iPhone 13, which supports the strong sales trend.
