Guo Mingqi said that one of the key reasons for Apple’s radical pricing strategy is its concern about the “higher price negative impact of the iPhone in 2018.” Last year, Apple was criticized for the high price of the iPhone X. In the US, the 64GB version of the iPhone X Price up to 999 US dollars.
Currently, Guo Mingyi expects the price of the iPhone X Plus with a 6.5-inch OLED display to be US$900-1,000. The price of a second-generation iPhone X will be US$800-900. The iPhone with a 6.1-inch LCD display will have a price of 600-700. US Dollars. Guo Mingyi reiterated that all 2018 iPhones will adopt a full screen design to support face ID biometrics.
Guo Mingyi also mentioned more reasons for Apple's adoption of its new pricing strategy: 'We expect Apple to adopt more aggressive pricing policies for the following reasons: (1) Concerns over the negative impact of high prices on sales momentum in the saturated smartphone market Impact, (2) Improved cost structure, which is mainly related to the increase in the qualification rate of final products and 3D sensing parts and the decrease in component costs. (3) Face ID users are increasingly promoting Apple services and ecological chains.
In addition, Guo Mingyao expects that Apple will announce all three new iPhones at a new product launch scheduled for September. All three new iPhones will be available in September, including LCD display models - previously reported by the media The sale date is November.
Guo Mingjun left KGI in April. At the time, the industry generally believed that he would reduce his concern for Apple and study other emerging industries. Now he looks like he will continue to publish investment reports related to Apple and its supply chain.