According to Cowen analyst and Managing Director Krish Sankar, Apple will produce six million iPhone SE 2 units between January 1 and March 31. This goes nicely with supply chain rumors we’ve heard that suggest the iPhone SE 2 (likely to be named iPhone 9) will become official in February and go on sale in March.
Sankar estimates the iPhone 9 will be priced at $475 and that it will account for 12% of all iPhone production in Apple’s Q2. That means the other 40M phones will be mostly iPhone 11 as well as iPhone 11 Pro and Pro Max.
During Apple’s Q1 (Oct 1 – Dec 30) Apple reportedly produced 70M iPhones, and of those 52M were iPhone 11 and iPhone 11 Pro models.
Sankar estimates that Apple will aim to make another 43M iPhones in its fiscal Q3, which ends June 30. According to his analysis Apple will ship a total of 195M iPhones in its fiscal 2020 (Oct 1 2019 – Sep 29 2020).
The first 5G iPhones will come out at the beginning of Apple’s 2021 fiscal year in September.