iPhone Duo Disrupts Analyst Expectations with Strong Demand
The iPhone Duo's release has led to analysts underestimating demand for Apple's Pro models. This is not the first time talking heads have been caught off guard by an Apple product launch. The iPhone X disrupted expectations in 2017, and this year's iPhone Duo is doing the same.
This year, there are effectively three Pro iPhone models: the standard Pro, the Pro Max, and the new iPhone Duo. Historically, non-Pro models have outsold Pros until February or March of each release cycle. However, with the iPhone Duo's release in September, the market dynamics have shifted.
Analysts are concerned about longer sellout times for Pro models, but this may be due to their own misconceptions about Apple's marketing strategy. Rather than relying on traditional year-over-year comparisons, it's essential to understand the new forces at play in the market.