Sina Digital News reported on the morning of September 13 that Apple’s autumn press conference is about to be held. Mig Chi Kuo, an analyst who pays attention to Apple’s industry chain, released a research report again. And make some estimates for pricing.
In a report to investors, Guo detailed Apple’s activities on Tuesday. Compared with the previous product, there is no new content, but he introduced some details of various products in detail from the perspective of the industrial chain.
iPhone 13 and iPhone 13 Pro
Guo Mingchi predicts that the iPhone 13 device model type will be the same as the iPhone 12. In other words, there will be “iPhone 13 mini”, “iPhone 13”, “iPhone 13 Pro” and “iPhone 13 Pro Max”.
The storage capacity of the “iPhone 13 Pro” series starts from 128GB, up to a maximum of 1TB. The “iPhone 13 mini” and “iPhone 13” may not have 1TB versions. In contrast, higher capacity certainly has higher pricing.
Despite the price increase, due to market factors and upgrades in specifications, Guo expects that the shipment of the “iPhone 13” will increase year-on-year compared with the iPhone 12. This process may be challenged by component shortages-but Guo does not expect the chip shortage to affect the overall shipments of the iPhone 13 series in 2021.
Of course, there is also an important factor in this. Last year, due to the epidemic, the launch of the iPhone 12 series was nearly a month later than the iPhone 13 series.
Apple Watch Series 7
Repeating the previous statement, Guo believes that Apple’s production capacity problem in its first batch of Apple Watch mass production has finally been resolved. However, this will also postpone the time for mass production to late September.
It is said that this time the appearance of AW has been greatly revised
Guo Mingchi looks forward to the appearance of “Apple Watch Series 7” at the event. He also said that Luxshare Precision is “actively copying the production line”, which will lead to a significant increase in Apple Watch shipments in mid-to-late October.
Analysts predict that in 2021, “Apple Watch Series 7” shipments will be between 14 million and 16 million units, while total Apple Watch shipments will soar to between 40 million and 45 million units.
As mentioned earlier, the AirPods 3 generation will replace the 2nd generation morning run, and most of Guo’s predictions today are about the pricing range.
He predicts that the pricing of “AirPods 3” will be higher than that of AirPods 2, or the third-generation pricing may be the same as the current AirPods, which has been lowered, which is a common practice of Apple on the mobile phone product line.
Guo Mingchi does not expect AirPods shipments to increase in the fourth quarter of 2021. However, he expects the growth rate to reach 15% in the first quarter of 2022, mainly due to the advantages of new models. .