Power sharp edge net (old intimate)
Magenshidanli (the newest report of Morgan Stanley) says, the autumn that the apple holds next week tastes a news briefing newly may relatively gentle, from the point of annual, the influence that new IPhone model brings is remained active, although of the smartphone change cycle has been lengthened, but the tremendous potential that cannot ignore the user that uses old money IPhone to upgrade to new machine.
This new report is in forecast reiterated current talk is mixed when news briefing content on September 13 guess, the report points out, 3 of this year new IPhone will include 5.8 inches of OLED type with 6.5 inches, still have a price relative to type of cheaper 6.1 inches of LCD. In addition, magenshidanli also predicts Apple Watch Series 4 to be able to appear on the news briefing, appear together still have the immensity circle that new fund deploys Face ID 11 inches IPad Pro, mac product line also can release new machine with some kind of form.
What need mentions is, whether does not affirmatory apple meet Magenshidanli's analyst to be rolled out formally on the news briefing wireless charge board AirPower, but the report expresses, this time place is significant, because this equipment is the earliest,be in namely last year appeared on the news briefing in September. The analyst thinks, the shipment volume of the new fund IPhone this year anticipates is gentle apparently, the reason depends on the closest smartphone changing to be lengthened periodicly. In 24 months in the past, of the smartphone change cycle has been lengthened from two years to 3 years.
As the evidence that supports him view, magenshidanli's analyst points out, after the growth that comes through more than 10 years, the smartphone shipment volume inside global limits is in all the time in 3 quarters in the past drop. Magenshidanli forecasts the growth that the IPhone shipment of annual estimated 2019 to will be decreased to 0.6% , specific figure is 220 million about, under 0.9% what annual grew compared to the same period 2018.
Nevertheless, this report also listed a few to be opposite the element that IPhone shipment volume caused positive effect 2019. Above all, at present increasing consumer regards main facility as the smartphone, is not flat computer or notebook computer, the smartphone changes periodic extension speed may put delay, be based on this, magenshidanli thinks consumer meets those who increase a smartphone to use, and need mobile phone maintains " the expression that is close to summit summit period " , this may be prevented change cycle is lengthened to 4 years, the shipment that drives IPhone at the same time estimates growth.
Another reason is, the analyst predicts Magenshidanli what the IPhone user of 46% uses currently is the model with older perhaps IPhone 6s, the amount is controlled in 300 million about, according to 3 years change cycle will calculate, this part user chooses very likely to upgrade.
Finally, the new technology that the apple adds on new fund IPhone also is in future user of the drive in a year upgrades a of their mobile phone main factor, include to show without frame screen, Face ID is mixed wireless charge etc.
Magenshidanli still goes out in report middle finger, investor may fear the average price of IPhone will fall somewhat 2019, partial reason will roll out 6.1 inches of LCD IPhone with inferior value at the same time if really in Yu Ping. Some earlier this year moment, the average price that the analyst predicts IPhone may fall compared to the same period 2% , the price that premise is two OLED IPhone is mixed for 899 dollars respectively 999 dollars, and the price of LCD IPhone is low to 669 dollars.
According to the apple some earlier this year the view of moment, IPhone X is this year best-selling IPhone model, although a price of this equipment be as high as 999 dollars. The analyst says, the final price of type of 6.1 inches of LCD may be mixed in 699 dollars between 799 dollars, this is best circumstance, under photograph comparing, the price of type of 6.5 inches of OLED may exceed 999 dollars.
