Wired
Foreign media 9to5 Mac reported that Wedbush analysts once again claimed that there will be a 1TB storage version of the iPhone 13/Pro mobile phone will be released this year, although the previous research organization TrendForce report denied this news.
Wedbush first claimed in February this year that this year’s iPhone lineup will surpass the current largest storage capacity of 512GB.
Wedbush said today that a supply chain inspection showed that the next-generation iPhone lineup, commonly known as the iPhone 13 series, will be equipped with 1TB high-end storage options for the first time.
Apple currently only provides 1TB of storage space on its high-end iPad Pro tablet.
But TrendForce said last month that this is not the case. “For those looking forward to the 1TB storage option, TrendForce said that Apple expects to maintain the same memory capacity as the iPhone 12 series.”
But Wedbush insisted today that its supply chain sources support the 1TB storage version. “From a specification point of view, we are more confident that the iPhone 13 series will have a 1TB storage option, which has doubled the current highest Pro storage capacity (512GB), and it will also be included in all iPhone 13 series models. Contains some enhancements with lidar.”
The company is generally optimistic about AAPL and believes that the sales of the iPhone 13 series will catch up or exceed the sales of the iPhone 12 series.
“Based on our recent inspection of the Asian supply chain, we believe that the demand for the iPhone 13 series will be similar to/slightly stronger than that of the iPhone 12. This illustrates our argument that this extended “super cycle” will last until 2022 […] .
Currently, the Asian supply chain of iPhone 13 is in the range of 90 million 100 million units, while our initial iPhone 12 series number is 80 million units (before the COVID epidemic), representing a year-on-year increase of 15% after shipment.
Although this number will obviously change in the next few months (fluctuations in chip shortages), we believe this shows that Cook and Apple have increased confidence that the 5G-driven product cycle will extend to 2022, and it should start from vaccination. After consumers benefit from the “reopening environment”. “
Wedbush also agreed with several other reports that Apple’s new iPhone release schedule will return to its traditional late September.
“This positive outlook has strengthened our confidence that the 2021 release time will be “normal.” From a time point of view, we believe that the current iPhone 13 release time is set for the third week of September.”
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