According to the latest news from Mark gurman, a Bloomberg reporter and well-known Apple informant, apple is expected to hold an online spring conference in March or April this year, one of the highlights of this conference will be the third-generation iPhone se that supports 5g for the first time, which also marks that the whole series of iPhone products have finally entered the 5g era.
At present, the iPhone se is equipped with Apple's 2019 A13 processor, which supports 4G LTE network at most. In the new iPhone se, internal upgrades will be made to support 5g network, and the appearance may be consistent with iPhone 8.
In addition, apple is also expected to launch a Mac mini or MacBook Air equipped with self-developed chips. As for Apple's second event of the year - the developer conference in June, Apple may launch IOS 16, tvos 16 and watchos 9.
Gurman has previously reported the latest trends of Apple cars, VR / AR head displays, iPhones and other products for many times. According to the score given by Apple track, the prediction accuracy is 87%.
It is worth noting that just last week, the well-known Apple account @ dylandkt also revealed the news of iPhone se. The account pointed out that the appearance of the new iPhone se will not change much this year, but the new model will usher in significant changes in 2024.
IPhone se is Apple's mid-range parity model. According to The Pacific Securities Co.Ltd(601099) securities, the price of iPhone se 3 may be lower than 2800 yuan, which is further reduced compared with the previous generation se. This also means that in the first half of this year, Apple will achieve full coverage of 2800-10000 yuan in the 5g market.
Previously, apple suffered from frequent news of material shortage. At the same time, logistics and power restriction further affected its parts production. Among them, analog chips, power management chips and Wi Fi chips mostly adopt processes above 20nm. These products lack new capacity investment in recent three years. It is expected that the tight supply will continue to the first half of this year.
However, another report of The Pacific Securities Co.Ltd(601099) Securities pointed out that the obstacle to iPhone shipment was gradually alleviated at the end of last year, and the production side was actively preparing for production. Meanwhile, with the upcoming launch of the affordable 5g iPhone se , the overall expectation has reversed, and Apple's supply chain is expected to further usher in growth opportunities.
Among A-share manufacturers, Avary Holding (Shenzhen) Co.Limited(002938) and Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) are apple FPC suppliers. With the release of iPhone se 3, the capacity utilization of Q1 company is expected to be further improved this year; Guangdong Goworld Co.Ltd(000823) is an apple PCB supplier; Lens Technology Co.Ltd(300433) provide it with cover glass and metal hub; Shenzhen Desay Battery Technology Co.Ltd(000049) , Sunwoda Electronic Co.Ltd(300207) supply batteries; Jcet Group Co.Ltd(600584) , Universal Scientific Industrial(Shanghai)Co.Ltd(601231) are SIP / AIP packaging manufacturers.
(source: financial Associated Press)
