Ming-Chi Kuo: The key to iPhone 12 series shipments is that the starting price is US$699, which will definitely be a big hit

The report pointed out that the shipment proportions of iPhone 12 mini (5.4 inches), iPhone 12, iPhone 12 Pro (6.1-inch triple-lens) and iPhone 12 Pro Max (6.7 inches) were 20–25%, 40–45%, 15–20% and 15–20% respectively. Although the price of iPhone 12 mini is lower, it cannot meet the general demand of users for large screens.

Although the iPhone 12 Pro and Pro Max have higher specifications, their prices are higher. Therefore, Kuo Ming-Chi believes that it is reasonable for the iPhone 12 to have the highest shipment proportion in the iPhone 12 series (12 series).

Guo Mingchi believes that the premise that determines whether the iPhone 12 will sell well is still the price factor, and this may happen in three situations:

1. If the price of iPhone 12 is lower than that of iPhone 11 (starting price of US$699, approximately RMB 4,700), we predict that the stock prices of the supply chain will continue to rise after the launch of the new iPhone.

2. If the price of iPhone 12 is $0-100 higher than that of iPhone 11, we predict that after the new iPhone launch conference, some investors may take profits first, and more investors will adopt a wait-and-see attitude and wait for pre-order results.

3. If the price of iPhone 12 is more than US$100 higher than that of iPhone 11, we predict that the stock prices of the supply chain will be corrected after the launch of the new iPhone.

The report also pointed out that the estimated shipment of components for the iPhone 12 series in 4Q20 cannot reflect the actual demand. The estimated shipment of components for the 12 series in 4Q20 is 80-85 million units, higher than the 75 million units of the 11 series in 4Q19.

Many news before this have shown that the new iPhone 12 series will include 4 versions, among which the iPhone 12 Mini (5.4 inches) will start at US$699 and will be available in black, white, red, blue, green and other colors.

The iPhone 12 (6.1-inch) starts at $799 and is available in black, white, red, blue, and green. The iPhone 12 Pro (6.1-inch) starts at $999 and is available in gold, silver, graphite, and blue.

The starting price of the iPhone 12 Pro Max (6.7 inches) is $1,099, and it comes in gold, silver, graphite, and blue.