No one will say it: this 2021 will be another great year for Apple. And is that since the first days of January, various analysts have been firm on the possibility that Apple hit record to increase value to $ 3 trillion, or $ 3,000,000,000,000. With new data on the behavior of products, especially the iPhone 12, more voices are supporting this possibility.
According to a report from Wedbush stock company analyst Daniel Ives, shared by Apple Insider, recent supply chain checks in Asia continue to be “increasingly optimistic” about demand for the iPhone 12 and iPhone 12 Pro. the current path is higher than Ives’ previous bullish scenario for the december quarter.
Apple sells like never before
For the analyst, Apple hadn’t kept up with a demand like the iPhone 12 in recent years. And this behavior suggests that the initial forecast for total shipments may have been insufficient:
“We haven’t seen a bullish launch trajectory like this in several years for Apple and the only similar trajectory for iPhone would be the iPhone 6 in 2014 based on our analysis.”
The analyst estimates that Apple has potential to ship over 240 million units in 2021, with the possibility of reaching 250 million units. That’s well above Wall Street’s current forecast of 218 million units.
Among other factors, Ives adds that China remains a centerpiece of today’s ‘5G supercycle’ and 20% of updates should come from the region. The analyst says he sees positive trends in China heading into 2021.
“Put simply, while service growth remains the key to Apple’s reassessment over the past six months, the heart and lungs of Apple’s growth story are based on updates from based. Installed on the iPhone »
In conclusion, the report states that the bullish case would result in a market valuation of $ 3 trillion over the next 12 to 18 months.