On April 29th, according to foreign media reports, more than a week after the official launch of the new iPhone SE, its shipments may have exceeded one million, and it will work with the iPhone 12 to boost the overall shipment of Apple mobile phones the amount.
The report mentioned that although the world is still in a serious epidemic situation, Apple has actively taken the product lineup, such as this new iPhone SE, which caters to the market better, mainly because the price is relatively close to the people. There is not much sacrifice in machine performance. Europe, America and some emerging markets have generated a lot of interest in this new machine.
On Friday, Beijing time, Apple will release its financial report for the second quarter of fiscal year 2020 as of the end of March, and the performance of the Chinese market has become the focus of outside attention. After all, Apple has closed its retail stores in the United States and Europe after being affected by the epidemic. And China is the only major market that can reopen all its stores.
Analysts said that consumer spending is expected to weaken due to the economic paralysis caused by the epidemic. But as the world ’s second largest and most valuable technology company, Apple has better armed itself with the launch of a new generation of iPhone SE, and more importantly, the launch of the new iPhone SE shows that Apple ’s supply chain has experienced several weeks of shutdown After that, it has regained its vitality.
After the outbreak, the Chinese smartphone market is recovering rapidly, and Apple's performance is also good. Statistics show that last month's iPhone sales in China increased by 21% year-on-year, more than tripled from February, which means that iPhone sales in China may decline by only 1% in the second fiscal quarter.
Analysts expect Apple ’s second-quarter revenue to decline 6% year-on-year and net profit to decline 11%.
In addition, the investment bank Cowen also expects that, driven by the new iPhone SE and iPhone 12 5G, the overall shipment of Apple ’s mobile phones will be expected to exceed the 200 million mark this year, and they are also expected to achieve 2021 with 5G models. Better grades.
At present, the number of Apple devices is about 900 million, and the average device is close to 5 years. The development opportunities of the new upgrade cycle will be rare.
Analysts predict that in the quarter of March, Apple is expected to sell 33 million iPhones with a revenue of $ 25.1 billion. Compared with the latest research, Cowen also added 2 million additional sales to the newly launched iPhone SE.
Although Cowen doesn't think Apple can kill the Quartet in the June quarter, the iPhone is still expected to reach 37 million units (up 12% from the previous quarter and down 1% from the same period in 2019).
As for the iPhone 12 series that everyone cares about, this was mentioned in a report given by foreign media that Apple ’s new iPhone will be mass-produced one month later this year, and two of them may "moderately delay one to two months. ". But iPhone foundry Foxconn assured investors earlier this month that it has the ability to ensure that Apple will release a new generation of iPhones as planned this fall.
According to the upstream industry chain, Apple has notified several suppliers that it plans to produce approximately 213 million iPhones in the 12 months to March 2021, an increase of 4% year-on-year.
