Tianfeng International Guo Mingchi: If the price of iPhone 12 is lower than iPhone 11, the supply chain stock price will continue to rise

On October 12th, Tianfeng International analyst Ming-Chi Kuo released a research report saying that the key to the shipment of the iPhone 12 series is the selling price. If the selling price of the iPhone 12 is lower than the iPhone 11 (starting price of US$699), we predict that the iPhone will be new Supply chain stock prices will continue to rise after the press conference.

Guo Mingchi pointed out that although 5G is a key hardware upgrade for the 12 series, as 5G services have not yet become popular, the price is still the most critical factor affecting the demand for the 12 series. Among the 12 series, the iPhone 12 has the highest proportion of shipments. Therefore, the iPhone 12 price is our most important observation point.

Guo Mingchi made three deductions on the price of iPhone 12;

1. If the price of the iPhone 12 is lower than that of the iPhone 11 (starting price of US$699), we predict that the supply chain stock price will continue to rise after the launch of the new iPhone.

2. If the price of the iPhone 12 is 0-100 US dollars higher than that of the iPhone 11, we predict that after the launch of the new iPhone, some investors may make profits first, and more investors will adopt a wait-and-see attitude and wait for the pre-order results.

3. If the price of the iPhone 12 is more than $100 higher than that of the iPhone 11, we predict that the supply chain stock price will be revised after the launch of the new iPhone.