It is expected that there will be 3 models of the next-generation iPhone that will be sold this year. In addition to the upgraded version of the current iPhone X (5.8-inch), the iPhone X Plus with a 6.5-inch OLED panel and a new 6.1-inch LCD will be introduced.
The Wall Street Journal Japanese edition reported on the 15th that in the new iPhone production plan that is expected to be sold this fall, Apple will focus on the cheaper version of the LCD version, mainly because consumers are very sensitive to the price of smart phones. Apple's original planned production plan was The LCD version has the same number of models as the OLED version, but now Apple plans to produce more LCD models.
The report pointed out that according to sources in the supply chain, Apple estimates that in the new iPhone launched this fall, the LCD version will account for more than half of sales, and it plans to continue to adopt LCD on the new iPhone that will be sold next year.
According to the Castrol XQ Global Winner System Offer, JDI tumbled 2.68% to close at 145 yen on the 18th. It once soared 6.7% to 159 yen, hitting a record high since April 16.
Recently, due to the poor sales of iPhone X with OLED panel, Apple has been conservatively viewing the sales performance of new iPhones expected to be sold this year. Therefore, orders for new machine parts will be reduced by 20%. It is reported that the iPhone's new machine OLED panel is exclusive to Samsung. Provided, the LCD panel will be provided by Japan JDI and South Korea's LG Display (LGD), and Hon Hai (2317)'s sharp investment is not expected to be on the supply list.
JDI pointed out on May 15 that the company's new LCD panel capable of realizing 4-edge ultra-narrow frames will receive strong demand from customers in the second half of the year (October 2018 - March March 2019). The annual revenue (April 2018 - March March 2019) will show rapid growth. It is estimated that it will increase by 10-20% annually, and the profit-earning ratio is estimated to be 2-3%.
In addition, Korean media had previously claimed that the 6.1-inch LCD version of the new machine uses a 'bangs' design like the iPhone X, but due to the poor LCD panel quality of JDI and other manufacturers, it may be delayed until November. However, the report He was hit by the "Most Top Apple Analyst."
Japanese website CoRRiENTE.top, taisy0 quoted MacRumors on June 4th, and Tian Feng International Securities analyst Guo Mingyi issued a report that Apple will launch three new iPhones this fall. All three new aircraft will carry facial recognition technology. 'Face ID' is a frameless design, and all three new models will be released in September. The price will be lower than last year's model (iPhone 8 Series and iPhone X) and the price will be more Invasive.
Guo Mingyi estimated that the new 6.1-inch LCD version of the iPhone will sell for $600-700, which will be lower than the current iPhone 8; the iPhone X2 will have an estimated price of $800-900, which is cheaper than the iPhone X (up from $999); The iPhone X Plus is priced at $900-1,000.