How much hope can the delayed iPhone 12 give apple?

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 How much hope can the delayed iPhone 12 give apple?


Apple, which has been criticized for its no product innovation for many years, highlighted the word all in this conference. Apple released four new iPhones in one breath: iphone12mini, iphone12, iphone12pro and iphone12promax. This is the first time that Apple has released the largest number of new phones over the years, and it is also the first time that mini has been added to the mobile phone model, and 5g has been used in the whole series.

So far, Apples market value is $2.07 trillion, and the late arrival of Apples 5g mobile phone will mark the beginning of a new era for the iPhone, as Apple CEO Tim Cook said?

Populization

No surprise, Apples iPhone 12 series didnt surprise the public. Tan Fuwen, director of investment and research of Nanning Business Department of Shanxi securities, after seeing the press conference, what impressed him most was that Apple mentioned that since there are 2 billion official Apple chargers in the world, we didnt give them chargers, and then we sent you a usb-c to lightning cable, which is in greatest demand.

As a result, we have to buy chargers, so the third-party chargers may become the biggest winner in the short term, he told reporters

The headset of apple iPhone12 series is no longer equipped with charger and headset. Besides, the front bangs of the new Apples computer, and the endurance and price of the new aircraft are also the points for everyone to make complaints about. On the other hand, Apple has highlighted the upgrading and upgrading of the ceramic enhanced glass and image in the 5nm process chip, OLED full screen and anti dropping capability. Zhu Jixiang, a technology analyst at Qunyi securities, said that the new machine did not have too much bright spots on the whole, and there was no obvious attraction to consumers.

In this new product, the iPhone 12mini is unique. It weighs 133g and has a 5.4-inch screen. It is the smallest, thinnest and lightest 5g mobile phone defined by apple.

Based on these advantages, can it become a sharp tool for apple? Although the iPhone 12mini is in line with the psychology of female users and will win the favor of a number of exquisite men, there are also many doubts in the industry.

IPhone12mini64GB Chinas version of the price is 5499 yuan, many people think that this price can choose this new product consumers, but only 64GB of memory, which means that as long as the installation of WeChat, Alipay and navigation, this mobile phone has not much room, and will experience very poor experience. Xiang Ligang, a communications observer, told reporters. The battery capacity is 2227mah, this battery capacity with A14 processor, combined with 5g, whether the battery life will cause anxiety remains to be verified. Tan said.

Although the whole series of Apple iPhone 12 uses 5g, it is nearly a year later than the mainstream Chinese brands such as Huawei, Xiaomi, oppo and vivo. Chinese mobile phone brands not only have the first mover advantage, but also Chinas 5g development is more rapid. In the second quarter of this year, China accounted for three quarters of the global 5g equipment shipment.

Driving sales?

A Huaqiangbei dealer told reporters that it may be because the overall market this year is average. The market situation of new iPhone products is similar to that of last year, and there is no particularly high heat. At present, agents and dealers are busy preparing goods in the first three weeks after the launch of new products, and the first few batches of goods will definitely be profitable, because the earliest customers who buy machines will not care about the price if they want to start as soon as possible. The buyers market price will fall after the customer who does not care about the price has bought it to the customer who has calculated the price. How long the price can last is not known. Said the dealer.

According to past experience, every year in the first quarter after the launch of new iPhones, there are often good sales. In response to the news that the iPhone 12 is expected to sell 80 million units this year, Pacific Securities said that Apples stock growth was likely to exceed expectations. Analysts at Ping An Securities said in a research paper that under the background of 5g replacement wave and Huaweis sanctions, it is expected that Apple will ship 75 million new iphone12 series machines in 2020.

In recent years, both in China and abroad, Chinese brands have been plundering Apple users because of their appearance, function and price advantages.

Sun Yanbiao, President of the first mobile phone Research Institute, said that in recent years, Apples share in Chinas market has shrunk to 40% or even less than 30% of the mobile phones with a price of more than 4000 yuan. Now, some changes in the i-phone12 series give it a chance to quickly return to 50% or even 60%.

According to the latest report released by DIGITIMES research, the global smartphone shipment is expected to achieve double-digit growth in 2021 after three consecutive years of decline, and in the next five years, due to the increase in the number of commercial 5g networks and the expansion of coverage, consumers demand for 5g handsets will also surge. According to DIGITIMES research, the top two mobile phone brands with high shipment volume in 2021 will be Samsung and apple, and the third will be Chinese mobile phone brand oppo.

Affect the supply chain

The apple press conference mentioned that its mobile phone uses Cornings new material super ceramic crystal panel. The so-called drop resistance is improved. Because of the addition of zirconia, alumina and other oxides, its own fall resistance has been further strengthened.

This may bring market opportunities for new glass materials. Tan said.

In fact, Apples impact on the industrial chain is manifested in two aspects: on the one hand, the OEM of Apples mobile phone industry chain, including complete machines and parts, directly drives the performance growth of upstream manufacturers such as industrial Fulian, Lucent precision, LANs technology, and gol shares; on the other hand, some new applications of apple on iPhone will also play a leading role in technology trends, such as apple in 2016 As a result, the first TWS headset was launched, which directly ignited the industry. The high expectations of UWB have also been adopted by Apple iPhone, and the industry has followed suit.

Analysts of Ping An Securities also mentioned in the research report that they were still optimistic about the performance of core suppliers of Apple industrial chain in the medium and long term, and suggested that they should pay attention to lichen precision, goer shares, Xinwei communications, Dongshan precision, Pengding holding and Lingyi Zhizao. However, in sun Yanbiaos opinion, the price of Apples new series is civilian and the fuselage is thinner. The two factors add up. Although the supply chain is innovative, the gross profit margin of the supply chain enterprises will decrease compared with that in previous years. For the original supply chain suppliers, especially the suppliers without innovation points, the profit margin will be reduced. On the contrary, the profits of the characteristic suppliers highlighted by Apple can be maintained. The farther and longer the mobile phone manufacturers want to go with the supply chain, they must make the supply chain make money. Sun Yanbiao said that in terms of material procurement, if the gross profit margin is lowered and Apples remedial measure is to increase orders, then the sales performance of the iPhone 12 in the future is crucial. Source: Duan Jiaqi, editor in charge of the Economic Observer_ NT7312

Analysts of Ping An Securities also mentioned in the research report that they were still optimistic about the performance of core suppliers of Apple industrial chain in the medium and long term, and suggested that they should pay attention to lichen precision, goer shares, Xinwei communications, Dongshan precision, Pengding holding and Lingyi Zhizao.

However, in sun Yanbiaos opinion, the price of Apples new series is civilian and the fuselage is thinner. The two factors add up. Although the supply chain is innovative, the gross profit margin of the supply chain enterprises will decrease compared with that in previous years. For the original supply chain suppliers, especially the suppliers without innovation points, the profit margin will be reduced. On the contrary, the profits of the characteristic suppliers highlighted by Apple can be maintained.

The farther and longer the mobile phone manufacturers want to go with the supply chain, they must make the supply chain make money. Sun Yanbiao said that in terms of material procurement, if the gross profit margin is lowered and Apples remedial measure is to increase orders, then the sales performance of the iPhone 12 in the future is crucial.