In the news, an internal Apple document circulated that the iPhone 14 series originally scheduled to be released in September 13 will be released ahead of September 6, but the first sale date is still September 23. Apple China did not deny this, but said that the specific time still needs to pay attention to official news.
"Manufacturers release new mobile phones in advance, which are generally designed to be launched before competing products. In addition, Apple's early release of the new iPhone can also leave enough time for the supply chain. Since the beginning of this year, due to the continuous downturn in the market, the time for users to change machines has been extended, and the shipments of the industry have declined, which has caused great pressure on brands. It is expected that there will be a wave of new machines released in September, when the competition will be extremely fierce. " Ma Jihua, founder of Darrouy Consulting Company, told the Securities Daily reporter.
There are rumors that Huawei's flagship new machine Mate50 series will be officially released in September. Recently, the network access information of Huawei Mate50 series was publicized in the Ministry of Industry and Information Technology. The industry originally expected the release time of Huawei's new mobile phone to be around September 12, which is very close to the original release time of Apple's new machine. The global release of the new Samsung Galaxy machine was advanced to 10 in August, and new mobile phone brands such as Xiaomi and Yijia were also released in August.
"Because there are many competing products in the market, in order to seize the share in advance, all mobile phone manufacturers have released new machines in advance to seize the first-Mover advantage. The release time of Apple's new machine is usually September, and it is also a gesture to stop Apple that major domestic manufacturers focus on the most important flagship machine release time this month. Today, Apple may also release it in advance, which shows that the market competition is more intense. " Yi, deputy general manager of Xian Di Information Consulting Company, said in an interview with a reporter from Securities Daily.
Regarding the price issue that has attracted much attention from the outside world, Tianfeng International analyst Guo Ming _ August 10 said that compared with iPhone 13, the average selling price of iPhone 14 series models is expected to increase by 15%, reaching 1000 USD to/kloc-0.
He said that Foxconn is the main manufacturer of iPhone 14 series mobile phones, winning 60% to 70% of orders, so the price increase of iPhone 14 series is obviously beneficial to Foxconn's income.
Lin Zhi, chief analyst of WitDisplay, believes that "from the exposure of Apple's new mobile phone, the standard model has not changed much compared with the previous generation. The high-end model has undergone important technical upgrades this time, especially the camera pixels have been greatly improved, which has increased the cost. In order to improve the profit margin, the price of iPhone 14 high-end series is likely to rise. At the same time, affected by this year's epidemic and inflation, the consumer electronics market is in a downturn. Although Apple's performance is firm, its sales in China may continue to decline, and it needs to seize opportunities for itself. "
According to public information, Apple expanded the initial inventory of new iPhone 14 series machines, reaching 95 million units under high standards, an increase of about 5% compared with previous expectations. Apple has started recording the video of the conference.
Guosen Securities analysts said that with the arrival of the traditional stocking season for consumer electronics, we will continue to recommend Apple industrial chain companies with less downside risks in their own user groups. In addition, in August, Samsung, Xiaomi and Motorola will release flagship mobile phones with iterative folding screens. Under the catalysis of the frequent release of new machines, the folding screen industry chain is also worth looking forward to.
If you want to know more real-time financial news, please follow us.