© TrendForce Analysis | August 14, 2018
TrendForce: Apple to introduce three new iPhone models this fall
According to TrendForce, the sales of Apple’s iPhone 8, 8 Plus, and X that were released in 2017 were lower than expected for models that celebrate 10th anniversary of the iPhone line. Will the three new models Apple is planning to introduce take a larger share of the company’s annual sales volume compared the models from last year?
Sales of the iPhone 8/X series were affected by the delayed launch. Moreover, the demand for iPhone X has not been as strong as anticipated because consumers still need time to adjust to the high prices. While the market performance of the iPhone 8/X series has fallen short of the high expectations, iPhone sales as a whole are sustained by the popularity of models from the earlier generations. TrendForce finds that total iPhone sales for the whole year of 2017 reached around 216 million units, roughly the same as the annual figure for 2016. Similarly, the company plans to introduce three new iPhone models later this year, says TrendForce. All three models would continue to feature Face ID, and two of them would be premium versions with an AMOLED screen. Apple Pencil would be offered as an option as well. With the production volume estimated by TrendForce at around 83~88 million units, the new iPhones to be released may take a larger share of the company’s annual sales volume compared with the three models last year. For 2018, TrendForce expects the sales volume of iPhones to remain flat or grow marginally by 2~3%, influenced by the saturated smartphone market and the longer replacement cycle of phones across the world. In the global revenue ranking, Apple would retain its second position, following Samsung. Specs and pricing strategies of new iPhones In terms of tech specs, the new iPhones may include two AMOLED versions, with a size of 5.8-inch and 6.5-inch respectively, as well as a less expensive 6.1-inch version with an LCD screen. The two premium models with AMOLED screen have already been assembled in the OEMs since late July, while the assembly of the LCD models is scheduled at mid-September. All three models are expected to be shipped in September and October as previously scheduled. Regarding the prices, TrendForce believes that Apple is bound to adjust its pricing strategies, influenced by Chinese brands that have successfully expanded their market shares with products that offer high performances at affordable prices. Moreover, Apple will need to improve its cost structure to cope with the threats brought by Android brands. In order to maintain its profitability, Apple is said to bargain with its supply chain partners for cost reduction of components, especially the components that have been used in earlier generations of iPhone. For the budget 6.1-inch LCD version, it will come with Face ID, Dual-SIM function, and a larger screen than its predecessor iPhone 8. The specs upgrades would make new iPhones more favorable in the competition with Android phones. On the other hand, the cost of this model has been approaching that of iPhone 8 Plus due to the upgrades. However, the 6.1-inch LCD model would be positioned by Apple’s main product this year, with a production share of around 50% in the new iPhone series. Apple is bound to adjust the prices of this model to meet the market expectation and to further expand its market share. Considering the cost reduction of components, TrendForce estimates the starting price of this LCD version at around $699~749. As for the two premium AMOLED versions, they would both feature a memory content of 4GB. The 5.8-inch one would come as the successor of iPhone X, but with a lower starting price of $899~949, notes TrendForce. With the anticipated launch of this model, iPhone X will start its “end of life” process earlier due to the high similarity in the specs of these two models. The 6.5-inch AMOLED version would target at the premium business segment, with an extra-large screen and Dual-SIM service, but the Dual-SIM function is expected to be available only in certain regions. Limited within US$1,000 threshold as to encourage purchasing from consumers, the starting price of the premium AMOLED iPhone for 2018 will likely to be the same as that of iPhone X, at US$999, according to the prediction of TrendForce.
For more information visit TrendForce
For more information visit TrendForce
TTM Technologies Inc. expands in Wisconsin TTM Technologies Inc. celebrated the grand opening of a new North American advanced technology center in Chippewa Falls.
Panasonic to exit US solar manufacturing Panasonic says it will begin to wind down U.S. production of photovoltaic cells and modules at Gigafactory New York in Buffalo, New York.
Techsil acquires adhesive supplier Glueline Adhesive and sealant supplier Techsil has announced that it has acquired Essex based adhesive stockist and distributor Glueline Ltd.
Neways 2019 turnover up while result is down While the company’s net turnover made positive developments during the business year 2019, Neways’ bottom line shows a sharp drop.
Jabil cuts outlook in wake of virus outbreak EMS provider Jabil expects that the COVID-19 outbreak will have a negative impact on the second quarter of fiscal year 2020, relative to the company's previously set guidance.
Umicore starts construction in Poland The company has held a groundbreaking ceremony for the construction of its new cathode materials production plant in Radzikowice in Nysa in south-western Poland.
Swedish EMS provider expands with Finnish acquisition Swedish EMS provider Inission has signed an agreement to acquire 100% ownership of the Finnish manufacturer HY-Tech Comp Oy (HY-Tech).
Silfab Solar expanding, adding jobs in Washington The Washington State Department of Commerce and Port of Bellingham have announced that Silfab Solar will be expanding its operations in Bellingham.
AIM Solder expands in Canada AIM Solder has announced the completion of phase one of its expansion plans for the company’s Montreal, Canada R&D laboratory.
MacroFab picks up AAT machine at EXPO Austin American Technology has announced that electronics hardware provider MacroFab has purchased an AAT all-in-one aqueous batch cleaner and rose tester at the 2020 IPC APEX EXPO in San Diego.
Data Center Clients pushes NAND flash revenue near 10% growth 4Q19 NAND flash bit shipment increased by nearly 10% QoQ thanks to demand growth from data center clients, says the DRAMeXchange research division of TrendForce.
Prism Expands Business Development Team The Cambridgeshire based contract electronics manufacturer has increased its Business Development activities with the recruitment of Mary Wells as a Customer Account Manager.
Sumitomo Heavy Industries team up with Highview Power Sumitomo Heavy Industries, Ltd. (SHI) and Highview Power, an energy storage solutions provider, have partnered to expand cryogenic energy storage projects globally.
The dangers of Chinese dependancy for the European electronics industry During the last 30 years, the European electronics industry has allowed itself to become heavily dependent upon the Chinese supply chain; and now we see the effects of that dependancy.
Lotte Aluminium to set up manufacturing in Hungary Lotte Aluminium, a South Korean company, will soon produce aluminium anode foils for batteries in Tatabánya, Hungary.
Absolute EMS taps Seika Machinery for tabletop router Absolute EMS Inc. has purchased a SAYAKA SAM-CT23S tabletop router from Seika Machinery Inc.
U.S: 5G tech from Huawei competitors just as good Attempting to influence European countries to consider 5G technology from Sweden’s Ericsson, Finland’s Nokia, and South Korea’s Samsung as alternatives to telecom giant Huawei, a senior U.S. diplomat has reportedly sparked tensions between the U.S. and certain European allies.
U.S. paying the price as Coronavirus interrupts supplies On top of the two-year trade war’s effects to their bottom line, the global health crisis caused by the coronavirus has forced U.S.-based suppliers to pay a premium to satisfy domestic manufacturing needs.
Darekon continues its development and profitable growth The year ending 2019 marked a milestone for Darekon as the Finnish EMS provider's turnover exceeded EUR 50 million. The growth is the result of developing a profitable business and ensuring customer confidence.
SEGA lays cornerstone for new Hungarian production hall The cornerstone of the new production hall of Starters E-Components Generators Automotive (S.E.G.A.) Hungary was laid and a strategic partnership agreement was signed between the representative of the corporation and Péter Szijjártó, the Hungarian Minister for Foreign Affairs and Trade.
Neways Electronics Riesa decides on short-time work The management of Neways Electronics Riesa GmbH has informed the workforce today that short-time work (German ‘Kurzarbeit’) will be introduced for a period of ten months with effect from March 1st 2020.
EUV photoresist company Inpria raises $31 million in funding Inpria, a pioneer in high-resolution metal oxide photoresists for extreme ultraviolet lithography (EUV), has secured USD 31 million in Series C funding from a broad syndicate including two of the biggest names within the semiconductor manufacturing space.
Semiconductor industry avoids direct impact of coronavirus The semiconductor industry appears to have escaped the direct impact of the coronavirus crisis so far, but the market is likely to suffer the repercussions as the outbreak slows or suspends production among electronics manufacturers, according to Omdia.Load more news