In the second half of 2018, the new iPhone (including 6.5-inch OLED, 5.8-inch OLED and 6.1-inch LCD) new product life cycle (shipment time 3Q18-3Q19), KGI speculation estimated 6.1-inch LCD iPhone shipments The proportion of up to about 65~75%, shipments of about 1 ~ 120 million units.
If the 6.1-inch LCD iPhone may have dual-card dual-standby and single-card models, it will have two benefits. Among them, it can create more price ranges and significantly increase the shipping kinetic energy through low-cost single-card models. For example, Dual card dual standby price of 650 ~ 750 US dollars, single card price of 550 ~ 650 US dollars, In addition, dual card dual standby is conducive to improving the market share of China and the commercial market.
The 6.1-inch LCD iPhone is expected to be launched late and will be dual-card dual standby. Therefore, the production time is about three to five weeks later than the OLED version. Therefore, the performance of the relevant supply chain can not start until September at the fastest. Contributed. However, due to the double-card dual-sales and low price, it is expected to significantly increase the sales momentum. Therefore, KGI believes that the relevant supply chain's performance in the 4th quarter of 2018 to the second quarter of 2019 is expected to have strong annual growth.
In addition, KGI’s investment adviser believes that 5.8-inch OLED models are less expensive due to fewer screens and are more expensive than LCD versions, and do not support DSD (6.5-inch OLEDs and 6.1-inch LCDs all support DSDS), making it difficult to attract consumers. Therefore, This model has a risk of repair. Because 6.5-inch OLED is more expensive, therefore, 6.1-inch LCD iPhone will account for most of the new iPhone shipments in the second half of the year.