Time series into the end of 2017, the smartphone market is full of pessimism, the market is looking forward to the Apple iphone x, although the 3D sensor, AI chip, wireless charging, etc. is seen as the 2018 Android camp will be schooled new applications, but, familiar with semiconductor testing related operators revealed that, In terms of assembly volume, the 4th quarter of this year's iphone x shipments are estimated to fall to 30 million ~3,500 million, next year in the 1th quarter of the market expectations of the deferred effect may not be as expected, the most optimistic expectations are about the same as the 4th quarter, but the chances of the next repair is very high. It is understood that from Taiwan, the United States, Singapore and other markets to observe the iphone x sales, the previous purchase need to wait for the queue craze is no longer the past, but not the big size of the iphone 6 when the launch of the Super Machine, the supply chain for the market leader of Apple's expectations of high, and disappointment, but now Watch and other wearable devices bucking demand, although the overall size of shipments can not keep up with 200 million of the iphone, but the market for the Apple Watch series 2018 sales hold a positive view, an estimated opportunity to come to 27 million, better than the previous 23 million ~ Pre-estimate of 25 million branches. In fact, although the communication function of the wearable device is not the first launch, but it does have a consumer favorite characteristics, perhaps the size of the wear device and mobile phone can not be compared, but this is the current 0 component operators in the smartphone market situation than expected, See a turnaround. Indeed, many regional markets for the iphone x demand seems to be less than expected, but there are still shortages in Japan and other areas, the market rumors of the iphone 7 demand restart, and currently do not see any iphone 7 series of urgent single release. Familiar with the survey industry, but also because the iphone x a little wool expectations, a variety of Apple's new iphone rumors around, such as three versions include two OLED, an LCD machine, while the 3D sensor will be more widely used in the iphone series, Apple is also set to adjust for prices, and the new iphone will start preparing the Pre 5G feature, but the news has not been positively confirmed by Apple. Those familiar with the semiconductor industry believe that generally speaking, the 2018 mobile phone product trend is probably established, but the 1th quarter mainland brand, Apple, Samsung I am afraid to reach the off-season impact, and basically from the zero component supply chain, Apple has some of the 2018 years of the initial design, but in fact, until January 2018 , the specifics will be clearer. 0 component operators said next year, Apple has the opportunity to make some adjustments this year, the actual supply system pull will start in the 2nd quarter, the estimated 3D sensing organic will be more popular, while for the pre 5G preparation, Apple has no reason to lag behind Samsung Electronics, and for a variety of high-frequency demand upgrade, The market is still bullish on the Vcsel-related supply system, such as gallium arsenide, such as 35 of the semiconductor industry will have the opportunity to operate more than this year.
