IPhone Upgrade and Major Revision Analysts Say the Maximum Change Tide Can Be Expected

Apple's iPhone 8 next year is highly expected from all walks of life. Analysts expect that the iPhone 8, including the OLED version, has made a big breakthrough in the specifications of three models, which is the largest upgrade in several years and the largest replacement wave in history.

IPhone schematic. Photo / EU news agency data photo

Kaiji investment consulting analyst Guo mingpeng issued the latest report, pointing out that Apple's iPhone 8 specification will break through next year, which is the largest upgraded model in several years and the largest replacement wave in history.

The report again expects that next year's new iPhone will include 5.1-5.2-inch organic light emitting diode (OLED) models and 4.7-inch and 5.5-inch TFT-LCD models. It is expected that the shipment of new iPhones will reach 90 million to 110 million in the second half of next year.

From the perspective of the proportion of new iPhone models, it is estimated in the report that the OLED iPhone will account for about 50% to 55% of the new iPhone models next year, the 4.7-inch models will account for about 30% to 35%, and the 5.5-inch models will account for about 10% to 15%.

Guo Mingyu pointed out that next year, the OLED version of the iPhone will use a 5.7-5.8-inch soft OLED panel, and Samsung will be the exclusive supplier. However, for specific design purposes, the actual available screen area of the OLED version of the iPhone is about 5.1-5.2 inches.

Guo Mingyu estimated that if the iPhone can enter mass production in the middle and late third quarter next year, the iPhone shipment in the second half of next year can grow significantly. It is expected that the iPhone shipment in the whole year next year will reach 220 million to 225 million, an increase from 212 million this year.

However, the key to the growth of iPhone next year is to observe whether the OLED iPhone can innovate the user experience and the product portfolio pricing strategy of the new model.

The report points out that if the prices of 4.7-inch and 5.5-inch new models are reduced next year, it will be conducive to the growth momentum of the new iPhone next year.

The outside world has high expectations for the new iPhone next year. It is expected that the iPhone double lens specification will be greatly upgraded next year, the main button will be broken, the transmission will support mixed reality (MR) or facial iris recognition, edge to edge and class carrier design, etc.

IPhone Upgrade and Major Revision Analysts Say the Maximum Change Tide Can Be Expected 1

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