In the early morning of October 14, apple held the second autumn product launch of this year. At the conference, apple fully exposed the leading role of iPhone 12 series products, and related topics also appeared on microblog hot search. This month’s mobile phone industry is also full of excitement. On October 15, one plus 8t will appear, and on October 22, Huawei’s mate 40 series of new phones will be released globally. < / P > < p > Apple, which has been criticized for its “no product innovation” for many years, highlighted the word “all”. Apple released four new iPhones in one breath: iphone12mini, iphone12, iphone12pro and iphone12promax. This is the first time that Apple has released the largest number of new phones over the years, and it is also the first time that “mini” has been added to the mobile phone model, and 5g has been used in the whole series. < / P > < p > up to now, Apple’s market value is $2.07 trillion, and the late arrival of Apple’s 5g mobile phone will mark the beginning of a new era for the iPhone, as Apple CEO Tim Cook said? < / P > < p > no surprise, Apple’s iPhone 12 series didn’t surprise the public. Tan Fuwen, director of investment and research of Nanning Business Department of Shanxi securities, after seeing the press conference, what impressed him most was that Apple mentioned that since there are 2 billion official Apple chargers in the world, we didn’t give them chargers, and then we sent you a usb-c to lightning cable, which is in greatest demand. “< p > < p > he joked to reporters,” as a result, we old fans still have to buy chargers, so the third-party chargers may become the biggest winner in the short term. ”

apple iPhone12 headset is no longer equipped with chargers and headphones. Besides, the front bangs of the new Apple’s new machine, as well as the endurance and price are also the points of everyone’s Tucao. On the other hand, Apple has highlighted the upgrading and upgrading of the ceramic enhanced glass and make complaints about the 5nm process chip, OLED full screen and anti falling capability. Zhu Jixiang, a technology analyst at Qunyi securities, said that the new machine did not have too much bright spots on the whole, and there was no obvious attraction to consumers. < / P > < p > in this new product, the iPhone 12 Mini is unique. The iPhone 12 Mini weighs 133g and has a 5.4-inch screen. It is the smallest, thinnest and lightest 5g mobile phone defined by apple. < / P > < p > based on these advantages, can it become a sharp tool for apple? Although the iPhone 12 Mini is in line with the psychology of female users and will win the favor of a number of exquisite men, there are also many doubts in the industry.

“iPhone12 mini64GB China’s version of the price is 5499 yuan, many people think that this price can choose this new product consumers, but only 64GB of memory, which means that as long as the installation of WeChat, Alipay and navigation, this mobile phone has no more space, and will experience very poor experience.” Xiang Ligang, a communications observer, told reporters. “The battery capacity is 2227mah, this battery capacity with A14 processor, combined with 5g, whether the battery life will cause anxiety remains to be verified.” Tan said. < p > < p > although the entire series of Apple iPhone 12 uses 5g, it is nearly a year later than the mainstream Chinese brands such as Huawei Xiaomi oppovivo. Chinese mobile phone brands not only have the first mover advantage, but also China’s 5g development is more rapid. In the second quarter of this year, China accounted for three quarters of the world’s 5g equipment shipments. < / P > < p > a Huaqiangbei dealer told reporters that it may be because the overall market this year is average, the market situation of new iPhone products is similar to that of last year, and there is no particularly high heat. “At present, agents and dealers are busy preparing goods in the first three weeks after the launch of new products, and the first few batches of goods will definitely be profitable, because the earliest customers who buy machines will not care about the price if they want to start as soon as possible. The buyer’s market price will fall after the customer who does not care about the price has bought it to the customer who has calculated the price. How long the price can last is not known. ” Said the dealer. < / P > < p > according to past experience, there are always good sales in the first quarter after the new iPhone is launched. In response to the news that “the iPhone 12 is expected to sell 80 million units this year”, Pacific Securities said that Apple’s stock growth was likely to exceed expectations. Analysts at Ping An Securities said in a research paper that under the background of 5g replacement wave and Huawei’s sanctions, it is expected that Apple will ship 75 million new iphone12 series machines in 2020. < / P > < p > in recent years, both in China and abroad, Chinese brands have been plundering Apple users because of their appearance, function and price advantages. Sun Yanbiao, President of the first mobile phone Research Institute, said that in recent years, Apple’s share in China’s market has shrunk to 40% or even less than 30% of the mobile phones with a price of more than 4000 yuan. Now, some changes in the i-phone12 series give it a chance to quickly return to 50% or even 60%. < / P > < p > according to the latest report released by DIGITIMES research, global smartphone shipment is expected to achieve double-digit growth in 2021 after three consecutive years of decline, and in the next five years, due to the increase in the number of commercial 5g networks and the expansion of coverage, consumers’ demand for 5g mobile phones will also surge. According to DIGITIMES research, the top two mobile phone brands with high shipment volume in 2021 will be Samsung and apple, and the third will be Chinese mobile phone brand oppo. < / P > < p > the apple press conference mentioned that its mobile phone uses Corning’s new material super ceramic crystal panel. The so-called fall resistance is improved. Due to the addition of zirconia, alumina and other oxides, its own fall resistance is further strengthened. < p > < p > in fact, Apple’s impact on the industrial chain is manifested in two aspects: on the one hand, the OEM of Apple’s mobile phone industry chain, including complete machines and parts, directly drives the performance growth of upstream manufacturers such as industrial Fulian, Richmond precision, LANs technology, and gol shares; on the other hand, some new applications of apple on iPhone will also play a leading role in technology trend, For example, in 2016, Apple launched the first TWS headset, which directly ignited the industry, and the highly anticipated UWB has also been adopted by Apple’s iPhone, and the industry has followed suit one after another. Analysts of Ping An Securities also mentioned in the research report that they were still optimistic about the performance of core suppliers of Apple industrial chain in the medium and long term, and suggested that they should pay attention to Lishun precision, goer shares, Xinwei communication, Dongshan precision, Pengding holding and Lingyi Zhizao. However, in sun Yanbiao’s opinion, the price of Apple’s new series is civilian and the fuselage is thinner. These two factors add up to make the supply chain innovative, but the gross profit margin of the supply chain enterprises will decrease compared with the previous years. “For the original supply chain suppliers, especially the suppliers without innovation points, the profit margin will be reduced. On the contrary, the profits of the characteristic suppliers highlighted by Apple can be maintained.” < / P > < p > the farther and longer mobile phone manufacturers want to go with the supply chain, they must make the supply chain make money. Sun Yanbiao said that in terms of material procurement, if the gross profit margin is lowered and Apple’s remedial measure is to increase orders, then the sales performance of the iPhone 12 in the future is crucial. After 12 years, “world class Super project” Shantou Bay Tunnel ushers in a historic breakthrough today

By ibmwl