Tuesday, October 20, 2020

Signal intelligence shows strong iPhone 12 demand

Apple, iPhone, iOS, iPhone 12, mobile, 5G

Businesses hoping to deploy Apple’s first 5G phones may have to wait a while, as pre-orders today appear to be inordinately strong. As of mid-morning (ET), Apple’s ordering systems are already creaking under the strain as the devices go on sale, (though people seem to be having more luck using the Apple Store mobile app).

Triple measures

iPhone 12 pre-reservations sold out in 45 minutes in Taiwan this morning, local reports claim, and it seems the volume of orders is triple that of the iPhone 11 in 2019.

We’re seeing similar activity elsewhere in China, where more than 2.3 million pre-orders were placed across Chinese e-commerce platforms, according to the South China Morning Post (or 1.7 million according to Global Times). This matches claims from Digitimeswhich says carriers offering customers the chance to pre-register for the devices sold out in similar time.

While it is important to note that this early Chinese market data is slightly flawed as customers are simply reserving the devices, rather than paying for them, it does provide some insight into probable purchasing patterns.

 The danger is that as global trading relations continue to atrophy, consumers in some markets may begin preferring local manufacturers above the U.S.-based firm across the coming months.

Springing into a supercycle?

The velocity of these orders provides a hint at the scale of interest, particularly important in a context in which so many analysts are predicting a sales supercycle — and if such a cycle does take place, it’s probable that many enterprises will see employees begin making use of these devices on their networks.

Copyright © 2020 IDG Communications, Inc.

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