In the morning news on October 16, according to DigiTimes, due to Apple's more affordable pricing strategy, by the end of this year, iPhone 12 shipments will reach 80 million units. According to reports, a faster A14 processor, improved product design and technical updates such as camera functions are expected to bring a new round of sales growth for the iPhone.
By the end of 2020, shipments of the new iPhone series including iPhone 12, iPhone 12 mini, iPhone 12 Pro and iPhone 12 Pro Max will reach at least 70 million units. If there are no interference from other factors, sales are expected to reach 80 million units. .
The starting prices of the iPhone 12 Pro and iPhone 12 Pro Max are US$999 and US$1,099 respectively, which are the same as the prices of the iPhone 11 Pro and iPhone 11 Pro Max when they were launched last year. However, the 256GB and 512GB capacity models of the iPhone 12 Pro are $50 cheaper than the previous model. The iPhone 12 starts at $799, and the iPhone 12 mini starts at a more affordable $699 entry. .
According to DigiTimes, Apple has decided to adopt a two-phase shipping strategy-iPhone 12 and 12 Pro will be available later this month, while iPhone 12 Pro Max and iPhone 12 mini will arrive in November-no demand is expected Significant impact, and may extend Apple’s order pull from the upstream supply chain to the first quarter of 2021.
TSMC is expected to benefit the most from high sales due to the production of the 5nm A14 Bionic processor in Apple’s new iPhone 12. TSMC also manufactures the A14 chip in Apple's iPad Air 4. At present, the popularity of iPad is increasing. It is expected that foundries will launch more than 150,000 5nm wafers in the fourth quarter of 2020. Apple accounts for about 90% of related orders. .
Foxconn is still the main iPhone assembler. According to reports, Foxconn has received most of the orders for the iPhone 12 series in the first quarter of 2021. At the same time, Foxconn is also the only supplier of the 6.7-inch iPhone 12 Pro Max, and it is estimated that it will process more than 70% of orders for the 6.1-inch iPhone 12 and iPhone 12 Pro. (Yuze)