It is expected to affect the big light, the stability of the apple supply chain. Citigroup is a foreign investment circle, the new iphone components may be the first shot of the institutional legal person, including a special cut in Low-cost LCD version of the iphone cost estimates, the iphone is expected to be the total cost of the iphone 8 and the iphone 8+.
However, Citigroup also points out that as the LCD version of the iphone delivery improved, the number of pull will continue to be higher than the OLED version of the iphone. Citigroup Global Securities technology industry analyst Yang Weilen said that according to the supply chain visits, the new iphone materials may be a bargain, mainly from Apple focus on cost pressure, the lens module, the average price of sensing components (ASP) higher, coupled with the rise of the mainland supply chain, a higher probability of facing a bargain.
It is expected that the price of dual-lens module is reduced by 6% to 10%, and 3D sensing module reduced by 15%.
According to a list of three iphone materials listed by Citi, last year's iphone 8, iphone 8+ and iphone x, the cost of the rear shot was 15, 26, 29 dollars per unit, 6 dollars for the front lens, and iphone x's 3D lens module 20 dollars.
The estimated 6.1-inch LCD iphone, 5.8-inch and 6.5-inch OLED iphone this year will cost 13, 26, 26 U.S. dollars, and a total of 5 dollars for the sensor module. Citigroup reduced the total cost of the LCD iphone to $261.4 trillion, and the other two OLED versions of the iphone were 342.6, 374.1 dollars.
Lens supply chain, relatively optimistic about the land plant Offikang, assembly plant optimistic about the Heshuo, Weft Chong, chassis factory is favored to become.