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It's not because Apple's new iPhone XR has not sold all pending orders that its application is not in demand, writes the analyst worthy of the name, Ming-Chi Kuo, in a new TF International Securities ticket circulated on Monday.
In fact, the demand for Apple's new cheapest phone exceeds that of the iPhone 8 during the last cycle, he wrote in a note seen by Business Insider.
"We are not surprised that the initial XR delivery times are shorter than those of the iPhone XS series after the pre-order opening, since XS and XR have different target customers." last are the Apple fans, who quickly take on new models after the open pre-order, "Kuo writes.
Compare that to people who might want to buy the cheaper iPhone XR, which starts at $ 750 in the US compared to the iPhone XS at $ 1,000. Buyers of the iPhone XR "are users accustomed to using iOS with features such as preference for the Apple brand, a limited budget or no urgent replacement request," Kuo continued.
Kuo think that if the iPhone XR does not run out of supplies, Apple's website shipping dates are not as helpful in forecasting demand. IPhone XR buyers are also more likely to buy from retailers or mobile operators, not directly from Apple.
"In terms of pre-order preferences, the demand for new colors is better than expected and more buyers prefer 64GB," Kuo writes.
Kuo is still convinced that in the long run, the iPhone XR will be better sold than the iPhone XS and the iPhone XS Max, illustrated by this graph:
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