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2021-09-30

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Apple analysts see early signs of strong iPhone 13 demand

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It expects that sales for the higher-end phones will make up more than half of the total for iPhone 13.</p>\n<p>And that should offset any potential negatives from the Apple-Epic court ruling, the firm says.</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>-day preorder demand in <a href=\"https://laohu8.com/S/CAAS\">China</a> also looked high, KGI says.</p>\n<p>It's reiterated a $180 price target, implying 26% further upside.</p>\n<p>Meanwhile, the early sell-through data should read through to suppliers, it says, including <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> (QCOM-0.4%), <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> (AVGO-0.4%), <a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a> (SWKS+0.3%) and <a href=\"https://laohu8.com/S/QRVO\">Qorvo</a> (QRVO-0.3%).</p>\n<p>Evercore ISI's survey is pointing to a \"notable uptick\" in average selling prices, with the mix shifting toward Pro/Max models and memory driving \"another lever of upside.\" But it's also pointing to an upside in unit sales.</p>\n<p>The availability of a 1 TB option in Pro models is driving interest, Amit Daryanani and team write, noting that model sells for $200 more than the prior most expensive option. They're expecting \"modest\" headwinds from the increase of memory in the base iPhone 13, to 128 GB from the previous 64 GB.</p>\n<p>And its surveys indicate that better battery life is driving upgrades, while 5G interest is on the decline and looks lukewarm.</p>\n<p>The firm also has a $180 price target on AAPL.</p>\n<p>Last week, the<i>South China Morning <a href=\"https://laohu8.com/S/POST\">Post</a></i>reported thatApple saw 5 million preorders of the new iPhone in China in the first eight days since its unveiling.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple analysts see early signs of strong iPhone 13 demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple analysts see early signs of strong iPhone 13 demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3745832-apple-analysts-see-early-signs-of-strong-iphone-13-demand><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Demand for Apple's newest iPhone 13 is coming in stronger than expected, analysts are noting, with some positive pricing signs along the way.\nData are pointing to higher demand for the iPhone 13 Pro ...</p>\n\n<a href=\"https://seekingalpha.com/news/3745832-apple-analysts-see-early-signs-of-strong-iphone-13-demand\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3745832-apple-analysts-see-early-signs-of-strong-iphone-13-demand","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1141666825","content_text":"Demand for Apple's newest iPhone 13 is coming in stronger than expected, analysts are noting, with some positive pricing signs along the way.\nData are pointing to higher demand for the iPhone 13 Pro and Pro Max, KGI Securities says in reiterating its Outperform rating on AAPL. It expects that sales for the higher-end phones will make up more than half of the total for iPhone 13.\nAnd that should offset any potential negatives from the Apple-Epic court ruling, the firm says.\nFirst-day preorder demand in China also looked high, KGI says.\nIt's reiterated a $180 price target, implying 26% further upside.\nMeanwhile, the early sell-through data should read through to suppliers, it says, including Qualcomm (QCOM-0.4%), Broadcom (AVGO-0.4%), Skyworks Solutions (SWKS+0.3%) and Qorvo (QRVO-0.3%).\nEvercore ISI's survey is pointing to a \"notable uptick\" in average selling prices, with the mix shifting toward Pro/Max models and memory driving \"another lever of upside.\" But it's also pointing to an upside in unit sales.\nThe availability of a 1 TB option in Pro models is driving interest, Amit Daryanani and team write, noting that model sells for $200 more than the prior most expensive option. They're expecting \"modest\" headwinds from the increase of memory in the base iPhone 13, to 128 GB from the previous 64 GB.\nAnd its surveys indicate that better battery life is driving upgrades, while 5G interest is on the decline and looks lukewarm.\nThe firm also has a $180 price target on AAPL.\nLast week, theSouth China Morning Postreported thatApple saw 5 million preorders of the new iPhone in China in the first eight days since its unveiling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":856,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/865838575"}