Apple's autumn launch is approaching. Consumer electronics is ushering in the traditional peak season. What are your expectations this year?

Published: Aug 12, 2021 15:40

Apple's autumn launch is getting closer and closer, and the iPhone13 is expected to launch in September 2021, with pre-sales after the autumn WWDC launch. The iPhone13 series will have four models: the 5.4inch iPhone13 mini, the 6.1inch iPhone13, the 6.1inch iPhone13 Pro and the 6.7inch iPhone13 ProMax.

LeaksApplePro, a tech media close to Apple, said: Apple has received 40 to 50 per cent of orders for LCP soft boards from a company called Career Technology Kuo. After all, a high refresh must be equipped with a high-capacity battery, and the lowest capacity is expected to start with the 4000mAh. At the same time, the iphone13 series will be equipped with a new iOS 15 system, a new generation of A15 bionic processors and 5-nanometer process technology, which will be manufactured by TSMC.

In terms of price, the iphone13 series is expected to be not much different from the iPhone12 series. The pre-price is roughly as follows: the starting price of the iPhone13Mini is 6499RMB, the starting price of the iPhone 13 is 7299RMBMB, the starting price of the iPhone 13 Pro is 9499RMBMB, the starting price of the iPhone 13Pro Max is 10299RMB, and the default price is the minimum 128g standard version.

Some analysts believe that the release of a number of new mobile phones will release the demand for replacement in the market and promote the growth of mobile phone shipments. Mobile phone industry chain enterprises are also expected to usher in performance growth. Since July, fund companies and other institutional investors have conducted intensive research on mobile phone industry chain enterprises. Media data show that from July 1 to August 11, more than 30 mobile phone industry chain enterprises were investigated by funds and other institutional investors, including suppliers of well-known brand mobile phone manufacturers such as Leiyi Manufacturing, Vicino, and Huihui Optoelectronics.

Galaxy Securities pointed out that with the intensive release of new consumer electronics products in the third quarter, it is expected that the demand for mobile phones will continue to pick up, Apple will increase the stock of new phones, and the related targets of the industrial chain are expected to benefit; high demand in industries such as laptops, VR, and automobiles is expected to continue, and the price rise of components is expected to continue until the end of 2021. LED has entered a new round of business cycle, Huawei and other manufacturers have released Mini LED backlight products, the commercial use of emerging technologies is expected to accelerate, it is recommended to focus on the layout of emerging technologies of LED leading enterprises.

Among the listed companies, Xinwanda's export products are mainly mobile phones and notebook lithium battery module products, which are mainly sold to well-known consumer electronics manufacturers at home and abroad, such as Apple, Huawei, Xiaomi, OPPO, vivo and so on. Gale Co., Ltd. is the leader of the domestic acoustic industry, acoustic components are mainly speakers, receivers, microphones, headphones four major aspects, providing two MEMS microphones in the AirPod.

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