Apple will hold a press conference at 1:00 a.m. on October 14, Beijing time, and the new iPhone has attracted much attention. It is reported that apple is expected to announce the largest improvement of the iPhone smartphone since 2014. Analysts and investors generally expect Apple’s latest mobile phone line, the iPhone 12, to be equipped with 5g and set off a wave of upgrades among nearly one billion iPhone users worldwide. Wayne Lam, an independent analyst, told the first finance reporter that this cycle would be a “super cycle”. Novel coronavirus pneumonia, which is likely to encourage more consumers to make decisions on buying new machines, is more important because of the importance of smart devices, including mobile phone, during the new crown pneumonia epidemic. Therefore, the release of Apple’s new machine will be of great importance to consumers and the industry as a whole. ” Daniel Morgan, vice president and senior portfolio manager at synovus, a financial institution, said the main “super cycle” of the last iPhone upgrade occurred in 2014, when Apple launched the iPhone 6. “But since 2014, iPhone releases have been more of a ripple than a wave.” Morgan said. < / P > < p > this launch is critical for apple, which lacks revolutionary hardware updates. In recent years, Apple’s growth has been dependent on its services and accessories business. At last month’s launch, Apple released a new generation of smart watches and, for the first time, an apple watch without a smartphone. Bernstein, a research firm, estimates that 18.5% of iPhone users (about 180 million people) plan to change their phones in the next 12 months. In the past two years, Apple’s iPhone replacement rate has been around 16%. Katy Huberty, an analyst at Morgan Stanley, predicts that Apple will sell 220 million iPhones in the fiscal year starting this month, up 22% from a year earlier, which will boost the company’s annual revenue by more than a fifth to $327.7 billion. If Apple can attract more Android phone users to apple, she expects iPhone sales of up to 240 million, she said. “We expect Apple’s upcoming launch to be the most important in years.” She said in a report to clients. Wedbush, a Wall Street brokerage, expects to be more aggressive, saying 350 million of the 950 million iPhones around the world should be upgraded, which will set off an unprecedented wave of phone changes, according to the agency. Apple’s share price has risen more than 50% this year. Analysts expect the release of Apple’s new iPhone will boost supply chain companies’ share prices if pricing is right. This means that domestic apple supply chain enterprises, including lens technology, Lucent precision and gol shares, are expected to benefit. According to the latest research report released by Tianfeng international analyst Guo Mingzhen on October 11, the impact of Apple’s new machine release on supply chain enterprises mainly depends on the price of iPhone 12. “If the price of the iPhone 12 is lower than that of the iPhone 11 (starting at $699), we expect the supply chain share price to continue to rise after the launch of the new iPhone.” < p > < p > in terms of shipment volume, Guo estimated that the iPhone 12 series will ship 80 million to 85 million units in the fourth quarter of this year, higher than the 75 million units of the iPhone 11 series. Although the market doubts that the launch of 5g iPhone is slower than that of Samsung, Huawei and other competitors, analysts believe that 5g network is not fully popularized, which means that 5g smart phones still have a lot of room for growth. According to Ben Stanton, an analyst at canalys, a research firm, only 13% of smartphones sold in the first half of 2020 had 5g functionality, and only 6% of customers made 5g a major factor in their next smartphone purchase. < / P > < p > Stanton said: “Apple’s 5g launch is not too late because smartphones with 5g capabilities have not yet been widely adopted. Part of the reason for this is that there is no killer app for mobile 5g. ” < / P > < p > in recent years, Apple has begun to widen the price gap of its products and attract users from all levels of consumption through more competitive product pricing. “In the past 12 months, Apple has made serious efforts to make its hardware more price competitive.” “But Apple’s biggest challenge is to find a way to become more competitive without weakening its brand image,” Stanton said “Novel coronavirus pneumonia is a huge consumer confidence strike, and global consumption is decreasing, so the pricing of iPhone is very important,” Peng Luping, vice president of

Canalys mobile business, told the first financial reporter. < / P > < p > according to a small-scale user survey conducted by canalys, China has the highest proportion of all consumers who are willing to pay a higher price for a replacement. The results show that 32% of Chinese consumers say they are willing to pay a higher price for a new model immediately, compared with only 10% in the United States and Europe. India is second only to China, and 17% of consumers are willing to pay a higher price for a new model. Google said the proposed media negotiation rules would put its free services in Australia at “risk”

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