According to foreign media reports, reports from Rosenblatt Securities show that after they visited Apple’s upstream industry chain.The news showed that Apple is cutting orders in the third quarter of this year. However, the current iPhone inventory pressure is very high.
Similar news, the industry chain has been warning that Apple is adjusting orders. This is to simply to digest existing stocks, reduce the old iPhone orders and to prepare for the new iPhone (expected to be released in September this year).
In this report, there is no detailed list of which models of the 2018 iPhone are being hacked. It is certain that the three models prices have been cut sharply, while the iPhone XS and iPhone XR may be an important object to cut out.
The report reiterates that in the 2019 iPhones that Apple will release in September this year, there are still three models, which are upgraded versions of iPhone XS, XS Max and XR. The appearance is no different from the cash, the only difference is that, the first two are equipped with a rear three camera similar to the “Yuba” shape, while the upgraded version of the iPhone XR is an upgraded rear dual camera.
In addition, the three new models will be equipped with A13 processor, both of which are 4GB of memory. Thanks to the wireless reverse charging function, the battery capacity of the three will increase accordingly. Apple is also standard for the new devices. 18W USB-C power adapter and Lightning to USB-C data cable.
In fact, the above news, previously well-known analyst Guo Mingxi also mentioned, and in his report pointed out that the new iPhone’s rear three cameras are 12 million pixels (wide angle) + 12 million pixels (telephoto) +1200 Ten thousand pixels (ultra wide angle). Its front lens will also be upgraded to become 12 million pixels (5P lens), while the iPhone XR is a dual 12 million pixel rear camera, the program is consistent with the previous generation iPhone XS series.
Apple’s Chinese market is struggling, market share is constantly disintegrating
According to market research firm Gartner’s report on global smartphone shipments in the first quarter of this year, the share of Apple’s iPhone in the global smartphone market fell to 11.9%, which was a significant drop from the 14.1% share in the same period last year. The volume of goods fell from 54.1 million units to about 44.6 million units.
In addition, the report also gives a forecast, the iPhone is expected to ship 27.8 million units in the Chinese market this year, far lower than the 36.3 million units in 2018, only half of the 58.4 million units in 2015. In contrast, shipments of Huawei mobile phones (including glory) in China this year are expected to grow to 110.10 million units. An increase of 5 million units, while the iPhone’s lost market share is seized by Huawei, as more and more users will take the initiative. Huawei, not Apple’s iPhone.
In the previous earnings report, Apple’s Greater China revenue was 10.218 billion US dollars, down from 13.024 billion US dollars in the same period last year, down 21.5% year-on-year. The main reason is that the iPhone is increasingly not sought after by users, and it is so bad. The situation may reach a low point this year, because the old iPhone makes users feel no innovation.
After the iPhone’s sales in China are blocked, it directly affects the overall revenue. In the face of competition from domestic mobile phones, Apple’s biggest problem is that there is no good way to compete. The blind price cut will inevitably have an adverse impact on the brand. Focus on the product, high-end iPhone upgrade is not sincerity, people can not afford to buy, this year’s new generation of iPhone may continue this upgrade routine, which is even greater for the Apple challenge under Cook’s leadership.
Many people in the industry said that the iPhone’s attractiveness in the Chinese market is getting smaller and smaller, higher and higher prices and weak innovations. Apple can’t compete with domestic mobile phones, which is the main reason why the iPhone is down.