Industry News

Launch Of New IPhone Pull Upstream Components Into Mass Production

It is generally expected that Apple will launch three new iPhones with 5.8-inch, 6.5-inch OLED, and 6.1-inch LCD versions this year. Credit Suisse, according to the information it has obtained, pointed out that the OLED and LCD version of the new machine has been officially pulled, and it is predicted that the upstream components will be produced in volume at the end of June.

Tianfeng Securities analyst Guo Mingqiu expects that the 5.8-inch, 6.5-inch OLED version, and the 6.1-inch LCD version will be shipped in early June, late June and July respectively. The foundry's assembly time points will be 8 respectively. In early September, late August and September, Apple is expected to release and sell three new machines on time in September.

The market originally looked conservatively at this year's iPhone sales. However, with the new version of the LCD version facing production bottlenecks and the new OLED version having the opportunity to introduce attractive prices, the six major analysts predict that the two new OLED models will ship and purchase. To further enhance, consumers are also expected to stimulate a wave of replacement under the large-size, full-screen and other specifications.

Chen Bailing, a Credit Suisse securities technology industry analyst, said that due to the delay in the shipment of newer LCDs than the OLED version, it is estimated that the proportion of new iPhones in the second half of the year will increase to 52% and reach 44 million. Morgan Stanley also recommended that customers give priority to the OLED version of the new concept stocks. It is expected that iPhone shipments will total 42 million units in the third quarter, an increase of 11% year-on-year, and shipments will total 90 million units in the second half of the year.

Yuchao Pu’s technology analyst, Pu Deyu, said that the new 6.5-inch OLED version solves the problem of the iPhone screen being enlarged last year. The larger screen is expected to boost buying momentum and drive the new version of the OLED version to account for 55% of the total iPhone shipment. 30% better than market expectations.

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The most optimistic are Guo Minghao and Merrill Lynch. It is estimated that the new iPhone will drive the iPhone shipments to grow from the next quarter to the first half of next year. The low-cost LCD version of the iPhone will be used as a relay to boost momentum. The relevant supply chain includes Hon Hai and Heshuo. , GIS-KY, TPK-KY, Shan State, Ke Cheng, Sheng Sheng-KY, etc. benefited the most.

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Although the iPhone is not selling very well, but the main reason is that the price is too high, Apple is also aware of this, so to promote a cheaper version of the iPhoneX, is just a matter of reason, and the recent media exposure cheap version iPhoneX will be equipped with LCD Screen.

According to U.S. media reports, Apple expects that the LCD version will occupy the majority of sales this fall, which is higher than analysts' expectations. The company also plans to continue using this screen next year.

The relatively high price of iPhoneX is due in part to the OLED screen. Market research firm IHS Markit estimates that the iPhone uses an OLED screen that costs about $100, while the LCD costs only $40.

Summarizing the news of the current industry chain exposure, the new iPhone released this fall includes two OLED models and one LCD model, and all will look similar to the iPhone X in order to bring a new experience to the previous LCD users.

Informed sources from the supply chain also expect that Apple will at least include a liquid crystal model in its product plan for 2019, and will not sell OLED models as a whole because they want to provide consumers with cheaper options.

According to the latest reports from foreign media, Apple has adjusted its plans to produce more iPhones with LCD screens. Apple has also increased its orders for LCD screens.

Compared with the LCD screen, the OLED screen has higher contrast and brighter colors, but the price is higher, and the price is twice that of the LCD screen. Currently, there are not many manufacturers that can mass-produce on a large scale, and the output can meet the demand of Apple. Even less, the OLED screen used by iPhone X is exclusively supplied by Samsung.

Foreign media reported in the report that Apple’s increase in LCD version of the iPhone’s output is mainly to provide consumers with more low-priced iPhones. The price of OLED screens is higher, and the price of iPhones using this type of screen is also higher. high.

In the iPhone launched last year by Apple, the iPhone X with an OLED screen starts at $999, while the iPhone 8 and iPhone 8 Plus with an LCD screen start at $699 and $799, respectively, and is more expensive than the iPhone X. The price is lower by 300 dollars and 200 dollars respectively.