The Apple conference was held at 1 am on September 8th, and the iPhone14 new machine production has exceeded 34 million units

At 1 am on September 8th, Beijing time, Apple will officially hold a new autumn product launch conference.

Apple's annual autumn conference can be said to be the "Spring Festival Gala" in the digital industry. At that time, the annual flagship iPhone14 series mobile phone and a series of new digital products will be released.

Judging from the current public information, the details of Apple's new machines have been exposed a lot. For example, the four models are iPhone 14, iPhone 14 Plus, iPhone 14 Pro, and iPhone 14 Pro Max. In addition, according to the recording site circulating, the iPhone14 will mainly push Morandi's purple color matching. The new color will use gradient technology, and the texture is stronger than the old model.

There are also new data from the supply chain. Public reports show that the iPhone 14 new machine stocking progress has been advanced. As of now, it has produced more than 34 million units, which is more than one -third of the total number of 90 million units at the end of this year. Ready".

The market estimates that Apple's market share in the domestic high -end machine is expected to further expand. However, affected by factors such as global inflation and economic weakness, the smartphone market will face large challenges as a whole.

Point of the new machine

At the autumn product conference on September 8, it is foreseeable that the iPhone 14 series, Apple Watch Series 8, and second -generation AirPods Pro will be released.

The most concerned is still the model and price of Apple mobile phones.

It is reported that the four models released are iPhone 14, iPhone 14 Plus, iPhone 14 Pro, and iPhone 14 Pro Max.

Compared with the product line last year, Apple "cut off" the mini series, which increases the standard version of the screen, but the name is not the iPhone 14 max, but the naming form of the previous large screen. This is after 2017, "Plus" has appeared again on the iPhone model after 5 years.

In terms of price, there have been many news about whether Apple mobile phones have promoted the price repeatedly. However, according to Tianfeng International Securities Analyst Guo Mingzheng's latest forecast, the price of all models of the iPhone 14 series is expected to increase by 15%compared with the iPhone 13 series, and the expected average price is between $ 1,000 and $ 1050. This will also be the first time that Apple's iPhone has increased in three years, mainly due to the increase in component prices and the rise in US dollar exchange rates.

Judging from the current offline posters, the physical store has opened the iPhone 14 series pre -sale activities. Starting from 7399 yuan; 6.1 -inch iPhone 14 Pro pre -sale price starting from 9899 yuan; 6.7 -inch iPhone 14 Pro Max pre -sale price starting from 10899 yuan.

In terms of function, according to media reports, iPhone 14 has not broken through the public imagination in terms of function. Just as iPhone 13 has upgraded compared to the iPhone 12, Apple will use mildly instead of radical upgrades for the second consecutive year.

The appearance of the new PRO model may change major changes. "Liu Hai screen" will change the "pill screen", that is, the face capacity ID sensor will be placed in a screen incision in the shape of the pill, and the front camera will be placed in a circular pore -shaped area. This change is to increase the screen space, which will be Apple's size of the bangs for the second consecutive year.

Is Apple more cold -resistant?

According to data from China Xintong Academy, from January to June 2022, the total number of mobile phone shipments in the domestic market was 136 million units, a year-on-year decrease of 21.7%. Among them, 5G mobile phone shipments were 109 million units, a year-on-year decrease 80.2%of the amount of goods. Among them, from January to June, domestic smartphones shipped 134 million units, a year-on-year decrease of 21.7%. A total of 192 new models were listed, a year -on -year decrease of 1.0%. The research agency Cinno said the data set the worst score in the domestic smartphone market since 2015.

In the context of global consumer electronics, although the market must move every "fruit", what is the current market? Will iPhone 14 be a psychedelic agent in the market?

Judging from all parties, Apple is still in large quantities, which is because of optimistic estimates about the demand for the Chinese market. Market participants believe that although domestic Android manufacturers are currently wailing, apples facing the high -end market are not much affected, and they are more "cold -resistant" than low -end products.

At the beginning of July, Guo Mingzheng refuted that TSMC had reduced the iPhone 14 chip orders by 10%, and believed that Apple had hopes to maintain its original production expectations. He predicts that the iPhone 14 series new machines that Apple will soon launch in the autumn conference may be more popular in the market than the popular iPhone 13 series.

Guo Mingyi said that judging from his latest survey on Chinese dealers, retailers and "ox", the Chinese market's demand for iPhone 14 will be significantly higher than the iPhone 13. To this end, they have to pay history for iPhone 14. The most deposit has been prevented with stable supply. He revealed that in the domestic market, the iPhone 14's deposit has doubled compared to some regions, which is almost impossible in previous years. Under the lack of Huawei, Apple lowered the price and further opened the high -end product market. The sales of iPhone from July to August provides evidence for this. Because Apple will launch a new model in September every year, iPhone's sales will usually slow from July to August. However, it is reported that the iPhone 13 series of shipments in July this year is three higher than the same period last year. One of them, this indicates that the demand for the device continues to grow.

The sales of Apple mobile phones will affect the orders of relevant suppliers and will directly reflect the performance of relevant listed companies.

The 21st Century Economic Herald found that according to Wind data, 20 of the 47 fruit chain companies, 20 net profit growth in the first half of this year declined, and 5 companies turned a turn over year.

However, there are also fast -growing fruit chain companies told the 21st Century Business Herald reporter that the performance is mainly due to the promotion of international customers. Increase."

Domestic institutions are still very optimistic about the pulling effect of Apple's new machines. Xiangcai Securities said that because the iPhone still has more than 700 million potential replacement users, iPhone sales are expected to increase slightly. Benefiting from Apple's supply chain management strategy, the supply share of domestic manufacturers in the fields of panels and entire machine assembly is expected to increase significantly. This year's innovation of iPhone's new machines will also bring incremental demand for fruit chain manufacturers.

Are consumers still willing to pay higher prices for Apple? With the conference, the market is about to give answers.

Source: 21st Century Business report

Edit: Liu Dan

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