Recently, the latest investment analysis report of Wall Street Nomura Securities stated that Apple has ordered 75 ~ 85 million iPhone12 mobile phones for the second half of this year. It is reported that Apple is expected to equip this year's iPhone with 5G network support.
Analysis said that the 5G-led wave of replacements will ensure that Apple's revenue this year will achieve steady growth. Investment bank JP Morgan predicts that in fiscal 2019, Apple ’s iPhone shipments will be $ 189 million, and that it is expected to reach 198 million in fiscal 2020 and 207 million in fiscal 2021.
Since Apple's fiscal year is from October 1 of the previous year to September 30 of the next year, shipments of new iPhones this year will be mainly reflected in fiscal 2021.
However, it should be noted that after analyzing the BOM list of iPhone 12, Nomura Securities believes that the current price of 5G-related components is still relatively expensive. In addition, iPhone 12 is expected to use the latest 5nm process processor. The cost of components has increased by 40 to 80 US dollars (about 274 to 548 yuan (USD $78) ) compared to the previous generation. The iPhone 12 series may experience price increases.
Editor of this article: