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Guo Mingpi, a well-known analyst at Tianfeng Securities, released the latest forecast of Apple's supply chain investment (227.01, 6.19, 2.80%). It mentioned that the sales of the iPhone will increase by 10% in the first quarter of next year, mainly thanks to the strong trend of the change of the iPhone 11 and the upcoming "iPhone SE2" of Q1 next year.
As for the fourth quarter of this year, Guo Dashen predicted that the combined shipments of the 11/Pro will be 70 million to 75 million units, of which about 40 million units will be shipped by the end of the year. Although the figure is lower than last year's 43 million XS/XS Max units, analysts blame the supply chain for the main reason. Pro is in short supply and has a 2-3 week delivery delay.
The iPhone 11 is considered to be under no pressure to surpass the shipment performance of the XR in the same period last year, i.e. 37 million to 40 million units compared with 25 million units. Of course, it's undeniable that the XR of the iPhone was sold one month short last year.
In response to previous reports, Guo Mingli also believed that Apple had placed additional orders with suppliers, including those related to next year's Q1.
Finally, the iPhone SE 2, which is expected to resemble the shape of the iPhone 8, will be replaced with A12 or A13 processors and hopefully become a new engine for the shipment of the iPhone.


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