Demand for iPhone 13 still eclipsing iPhone 12 launch in the United States

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Sales of the iPhone 13 family continue to be robust in the US, according to a study in which Apple benefits from high early demand for the new models and supply problems affecting competitors.

In October’s economic results, Apple CEO Tim Cook commented that the iPhone 13 is experiencing “robust” demand, but with low inventory of supply chain channels. In a study of U.S. iPhone sales, it appears that Apple is still doing well, especially against its rivals.

The survey conducted by Wave7 Research in October indicates that robust sales continue for the iPhone 13 series, according to JP Morgan in a note to investors seen by AppleInsider. Incremental data points support JPM’s “positive outlook for iPhone 13 demand for CY22,” with record volume estimates for a product cycle that “overshadows the iPhone 12 cycle.”

The current iPhone share “remains above pre-launch levels”, with both Verizon and AT&T seeing a 70% share of device sales. This is apparently helped by “oversized supply issues for advanced Samsung Galaxy phones”, which validate Apple’s better inventory management.

The early demand for iPhone 13 is still higher than iPhone 12 according to 65% of store representatives surveyed, which apparently corresponds to the results of the September survey. Increased in-store traffic, better 5G coverage, camera enhancements and a return to a non-split launch are credited with the high demand compared to the previous generation.

However, there are still delays in product shipments for some variants, including long waits into December and January for the iPhone 13 Pro and Pro Max at all three companies surveyed. The Base iPhone 13 is still widely available, which JPM says indicates that the Pro series still has a “stickiness” that makes customers wait instead of buying the non-Pro models.

A note from JP Morgan on November 22 stated that there were signs that delivery estimates were declining, possibly due to an increased supply.

In terms of what’s on sale, the iPhone 13, Pro, and Pro Max are apparently the most popular models, followed by the iPhone 12. The iPhone 13 mini reflects the lower sales of the iPhone 12 mini, which is reduced to its smaller size “smaller zoom-friendly. “

[Via JPM/Wave7 Research]

[Via JPM/Wave7 Research]

Of the other models, the iPhone 13 Pro Max is said to perform well for customers who want an iPhone for video conferencing purposes, where the telecamera in the Pro models is also a feature for the premium end.

While demand is high, there are still issues with getting handsets for consumers, the study added. 100% of respondents said there was a shortage, up from about 70% from a survey in late August.


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