Kuo: iPhone 12 Pro Demand Higher Than Expected
TF International Securities analyst Ming-Chi Kuo released a research note this morning detailing what he's seen with the volume of iPhone 12 and iPhone 12 Pro pre-orders in the first weekend of sales.
Kuo had previously indicated that Apple's estimated shipment allocations for the new iPhone models placed the iPhone 12 at the top with 40-45% of inventory allocation (up from 15-20%). However, the strong interest in the iPhone 12 Pro in pre-orders has caused him to revise that split:
The iPhone 12 Pro pre-order beat our expectation because of Apple core fans’ initial preference for high-end models, the strong demand in the Chinese market, and the coming peak season demand in the US and Europe.
Due to the demand, Kuo sees the iPhone 12 and 12 Pro to each have approximately 30-35% share each of new iPhone shipments in this quarter. Meanwhile, Kuo also downgraded his expectations for the iPhone 12 mini with estimates that it will be responsible for only 10-15% of sales (down from 20-25%). Kuo cites weak demand for the smaller device in the Chinese market.
The iPhone 12 Pro and 12 are very similar devices, though the Pro model has LiDAR, a telephoto camera lens and more RAM. More detailed comparison available:
The iPhone 12 and 12 Pro became eligible for pre-order on Friday, October 16. The iPhone 12 mini and iPhone 12 Pro Max pre-orders kick off on November 6.
Popular Stories
Apple provided developers with the third beta of an upcoming iOS 26.2 update, and there are still new features that are being added with each beta that we get. We've rounded up all of the changes that Apple made in beta 3.
AirDrop
Apple added new AirDrop functionality, providing a way for two people to share files temporarily without having to add one another as contacts.
iOS 26.2...
Apple is preparing for Tim Cook to step down as CEO of the company "as soon as next year," according to the Financial Times.
The company's board of directors and senior executives "recently intensified preparations for Cook to hand over the reins," the report said.
While the report said that Apple is unlikely to name a new CEO before its next earnings report in late January, it went on to ...
Apple today announced an expansion of AppleCare+ coverage in India, with new options for monthly and annual plans, and the addition of Theft and Loss for iPhone for the first time.
Options for monthly and annual AppleCare+ plans in India provide more choice and flexibility, allowing users to keep coverage for as long as they require. Apple's vice president of Worldwide iPhone Product...
Apple today released new firmware designed for the AirPods Pro 3, the AirPods 4, and the prior-generation AirPods Pro 2. The AirPods Pro 3 firmware is 8B25, while the AirPods Pro 2 and AirPods 4 firmware is 8B21, all up from the prior 8A358 firmware released in October.
There's no word on what's include in the updated firmware, but the AirPods Pro 2, AirPods 4 with ANC, and AirPods Pro 3...
We're officially in the month of Black Friday, which will take place on Friday, November 28 in 2025. As always, this will be the best time of the year to shop for great deals, including popular Apple products like AirPods, iPad, Apple Watch, and more. In this article, the majority of the discounts will be found on Amazon.
Note: MacRumors is an affiliate partner with some of these vendors. When ...
In select U.S. states, residents can add their driver's license or state ID to the Wallet app on the iPhone and Apple Watch, providing a convenient and contactless way to display proof of identity or age at select airports and businesses, and in select apps.
Starting this Wednesday, November 19, the feature will be available to residents of Illinois.
The announcement confirmed that the...
Apple recently teamed up with Japanese fashion brand ISSEY MIYAKE to create the iPhone Pocket, a limited-edition knitted accessory designed to carry an iPhone.
iPhone Pocket is available to order on Apple's online store starting today, in the United States, France, China, Italy, Japan, Singapore, South Korea, and the United Kingdom. However, it is already completely sold out in the United...
Most of Apple's Macs are slated to get M5 chips across 2026, and there's a possibility we'll even see the first M6 chips toward the end of the year. Updates are planned for everything from the MacBook Air to the Mac Studio.
MacBook Air (Early 2026)
The MacBook Air will be one of the first Macs to get a 2026 refresh, with an update planned for the first few months of the year. The MacBook...
In his Power On newsletter today, Bloomberg's Mark Gurman reiterated that Tesla plans to add Apple CarPlay support to its vehicles "in the coming months."
This is easily the biggest news for the regular version of CarPlay in years, should Tesla actually follow through with offering the system in its vehicles.
As noted by Gurman, this would be a stunning reversal for Tesla and its CEO Elon ...
Starting with the upcoming tvOS 26.2 update, currently in beta, additional profiles created on the Apple TV no longer require their own Apple Account.
In the Settings app on the Apple TV, under Profiles and Accounts, anyone can create a new profile by simply entering a name and indicating whether the profile is for a kid. The profile will be associated with the primary user's Apple Account,...
