Recently, analyst firm BlueFin Research Partners pointed out in the latest report that Apple will discontinue the current hot iPhone X and iPhone SE when it launches the new iPhone in September. This also means that iPhone X will become the first life of Apple for only one year. The flagship iPhone.
For a new generation of iPhone reports, Apple is very optimistic about its second-generation iPhone X, the new iPhone X Plus and the entry-level iPhone X. Apple will produce 91 million iPhones in the third and fourth quarter of this year, including Three new iPhones; By the 20th, the second quarter, Apple will produce 92 million iPhones.
The above data is basically consistent with the report released by Apple's supply chain analyst Guo Minghao. Guo Minghao predicts that the shipment of the new iPhone in the second half of 2018 is estimated to be 80-90 million units. Among them, the most optimistic 6.1-inch LCD iPhone is expected to account for shipments. 50% to 55% of the total.
For product forecast: 6.5-inch OLED iPhone will not sell more than iPhone X. It has a larger screen, supports dual card dual standby, color may have black, white and gold 3 choices, so the demand in the high-end market is better than iPhone X .
The 6.1-inch LCD iPhone is expected to have a full screen, Face ID, and sell for less than $700. Dual card dual standby, the color may have 5 choices of gray, white, blue, red and orange, so it is expected to be more than iPhone 8/8s. More can drive the need for replacement.
Guo Minghao advises investors to pay attention to the suppliers of 6.1-inch LCD iPhones, especially new entrants, major suppliers and suppliers who have obtained new projects.