This afternoon, Taiwan Electronic Times reported that Apple is about to release a new generation of iPhone in September. It should start stocking in July. But the upstream supply chain revealed that it didn’t see any signs of significant warming. So most likely, Apple will bring the new model to the market later this year.
Apple’s iPhone sales were poor in the first half of 2019, causing the iPhone supply chain to fail to ship in the first half of the year. With the loss of iPhone sales in recent years, coupled with the large-scale listing of 5G smartphones in 2020, the market is generally not optimistic about the replacement demand of the iPhone in 2019.
The report pointed out that in the third quarter of 2019, iPhone shipments in a single month were about 12 million to 14 million, which was about 10% less than in previous years. It was expected that the new model would be shipped in a single month after entering the peak in October. The volume is expected to rise to more than 20 million. But the market atmosphere is sluggish. The downstream stocking power is relatively flat. All these factors should affect lower orders in October 2019.
The outside world believes that Apple’s iPhone shipments in the second half of 2019 are expected to reach 75 million. However, the supply chain is more pessimistic about the follow-up outlook. And it is estimated that it is even difficult to challenge 70 million mark. The supply chain privately believes that the situation of Apple’s downward adjustment of orders in the fourth quarter is likely to repeat. And the peak of single-month shipments will be short-lived.
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In September of this year, Apple will still launch three new models. But because the market generally believes that the new model is not bright enough and the price will still be comparable to 2018, not that many Apple fans will replace their existing models.