Apples rare dual launch 5 nano chip mobile phone? (concept shares)

category:Finance
 Apples rare dual launch 5 nano chip mobile phone? (concept shares)


According to the latest report from ihacktu, which understands Apples news, Apple plans to hold two press conferences on September 8 and October 27 respectively. At the first conference, it will release the iPhone 12, the new Apple watch, airpower and iPad. The second event will release iPad pro and other products, and apple glasses is expected to show up.

The iPhone 12 series is undoubtedly Apples most valued flagship product. This is the first 5g version of Apples iPhone, which is of strategic significance for apple to enter the broad market of 5g electronics. According to industry chain sources, there are as many as four iPhone 12 models this year, which is the largest flagship model released by apple in a single year. And this autumns double conference also set the most in Apples history.

According to a previous article on data bank, apple started producing the phone in July. It is reported that the iPhone 12 series has been greatly upgraded in terms of processor, screen, interface, communication and photographing. The latest A14 processor will be applied to the latest mobile phones.

In addition, Apples phones can finally upgrade the iPhone 12 series to 5g phones after settling with Qualcomm. On the screen, the full range of iPhone 12 series is expected to adopt high-resolution OLED screens. According to previous industry chain news, apple is testing the OLED screen quality of Samsung, LG, BOE, etc., to determine screen suppliers for the iPhone 12 series.

Some people in the industry believe that Apples double press conference in autumn will be an important node to determine Apples product trend and system ecological layout for many years to come. The iPhone 12 has taken on a huge mission. In the case of the epidemic hitting the market, whether Apple can win the throne of the consumer electronics sales volume depends on whether Apple can give a shock bomb to the market.

In the domestic high-end computer market, Apples biggest rival is Huawei, and Huaweis mate 40 series flagship will also be available before and after Apples launch.

According to phonearena, Huawei is secretly carrying out the trial production of mate40, which will be officially released by the end of September at the earliest.

The biggest highlight of Huawei mate 40 series is that it is likely to become the first mobile phone equipped with Hisilicons most advanced Kirin 1020 chip. Kirin 1020 is manufactured by 5-nanometer process technology. At that time, it is likely to become the worlds first 5-nanometer chip manufacturer together with apple. According to the report, the Kirin 1020 chip will integrate 14 billion transistors, which will improve the performance of Kirin 990 by nearly 50%.

On the screen, Huawei is likely to directly install the latest 2K resolution curved screen this time. From the exposure prototype, Huawei mate40pro adopts the design of three screens, and the front, left and right are wrapped by the screen, so as to realize the real borderless.

Matewach smart watch and matepod earphone products are also released together with mate40 series. Among them, matchwatch is expected to be the first appearance of Hongmeng OS System in 2020, and it is also the first mobile device under Huawei to run Hongmeng OS.

According to Huawei Hongmeng road map, after the application of the first generation of Hongmeng os1.0 smart screen, Hongmeng OS will be upgraded to version 2.0 in 2020. The kernel and application framework will also be self-developed, and the application scenarios will be expanded to PC, watch, car, etc. About Hongmeng OS application in BYD Hans car machine, data treasure has also sent an article to introduce.

Apple focuses on building domestic supply chain system

Huaxi Securities believes that at present, the global 5g replacement enthusiasm is still high, coupled with the domestic 5g new infrastructure construction efforts, iPhone 12 sales are worth looking forward to. Adding Huaweis new mate40 series to the market, both parties may benefit consumers at the initial price. At that time, the consumer electronics market is expected to usher in a wave of opportunity change, which will benefit the upstream and downstream companies in the relevant industrial chain.

As the leader of A-share technology stocks, lichen precision, which was born in Foxconn of Hon Hai, is no longer Wu xiaamung. With the help of apple, Lixun intends to replace Taiwan businessmen as an important substitute factory of apple. On the evening of July 17, Lixun precision announced that it planned to acquire two subsidiaries of wetng for 3.3 billion yuan. The transaction could be completed as soon as the end of this year, so that airpods OEM will enter the field of iPhone OEM. Wistron is Apples third-generation iPhone factory, smaller than Foxconn and ASUS.

Although the trump government has constantly demanded that Apples industrial chain return to the United States, due to the concept of global layout and the increasingly important Chinese market, Apple will not easily give up economic considerations because of political pressure. Apple not only publicly expressed its importance to Chinas industrial chain, but also focused on supporting domestic manufacturers to become one of the main agents of apple, and the orders were constantly increasing. The domestic Apple industrial chain benefited a lot.

Huatai Securities believes that, superimposed on the expected sales of the new 5g version of the iPhone 12 and the new Iwatch, the fruit powder centralized machine change tide will officially start, and the apple industrial chain and the trend Innovation Track related to new products will be the main investment line of the electronic industry this year.

According to the statistics of securities times and data treasure, the performance of Listed Companies in Apple industrial chain in the first half of 2020 is good. Among the 20 listed companies that report the performance in advance, the number of companies with good performance is up to 15, accounting for 75%. (Wang Linpeng, databao)

Source: Securities Times editor in charge: Yang Qian_ NF4425