If you haven’t already figured it out, yes, that headline is quite the antithesis. In fact, Apple is NOT doomed considering the iPhone 12 lineup has recently hit a major milestone less than a year after its launch. According to a new report from Counterpoint Research, iPhone 12 sales crossed the 100 million unit mark in April 2021, two months earlier than the iPhone 11 and nearly in line with the iPhone 6 super cycle.
As you may or may not know, the iPhone 6 represented a super cycle, which are periods of surging unit sales as consumers upgrade to their next-generation products, thanks to a larger form factor design and the strong pent-up demand for a larger-screen iPhone.
In the case of the iPhone 12 series, the addition of 5G capability, a full OLED screen, and mass appeal, are responsible for what appears to be the next iPhone super cycle. Basically, the iPhone 12 was enough of a redesign for regular consumers to make the switch or pull the trigger on an upgrade. With the ASP for Apple phones being at an all-time high, the iPhone 12 series’ volume super-cycle will also lead to a revenue super-cycle breaking its own record every year.
The chart below demonstrates the months from launch it took the iPhone 6, iPhone 11, and iPhone 12 lineups to cross the 100 million units milestone. The iPhone 12 crossed the line at nearly the same point in time as the iPhone 6, whereas the iPhone 11 lagged by around two months.
“The iPhone 12 series’ cumulative global sales crossed the 100 million units mark in April 2021, according to Counterpoint Research’s mobile handset Market Pulse Service. The series was able to achieve this feat in the seventh month after its launch, which is two months earlier than the iPhone 11 series and almost the same as the iPhone 6 series that helped Apple achieve its first volume super-cycle at the cusp of 4G transition. With the iPhone 12 series, Apple has achieved another volume super-cycle after six generations of iPhones and at the cusp of 5G transition.”– Counterpoint Research
Furthermore, they went on to state:
“Supported by the stellar performance of the iPhone 12 series, Apple achieved a record-high market share for April. It has also consistently achieved a record-high market share in the US since October 2020 and the trend is likely to continue in May 2021.”– Counterpoint Research
“The trend is likely to continue in May 2021” does NOT sound like “doom” to meeeeeeee.