On October 18, it was reported by foreign media that Dan Ives, an analyst at Wedbush, disclosed to investors that up to now, the market demand for the iPhone 11 series is "far better" than initially expected. One of the prominent markets for Apple's new phones is China, where the iPhone 11 starting at 5499 yuan is sold very strongly.
In a report to customers, UBS analyst Timothy Arcuri estimated that the overall demand of Chinese consumers for iPhones surged 230% last month. At this time of year, due to the release of the new iPhone, Apple's performance has always been strongly boosted, but this year's growth rate is particularly high. In the same period last year, the iPhone XS series only temporarily boosted the sales of the Chinese market by 110%.
Apple promotes the sales of new products by exchanging old for new iPhone 11 at a lower price. UBS said that if consumer demand for new phones continues to be strong in the coming months, Apple will achieve year-on-year growth in the fourth quarter of 2019 and Apple's fiscal year 2020. Some analysts believe that Apple may sell 185 million iPhones in this fiscal year (October 2019 to September 2020).
Dan Ives of Wedbush predicted that Apple would launch four flagship iPhones next year, while Guo Mingxuan said that Apple would only release three iPhones to replace the current iPhone 11, iPhone 11 Pro and iPhone 11 Pro Max. Could Dan Ives also include iPhone SE 2?
Dan Ives said that all four iPhones support 5G network, which is unlikely to include iPhone SE 2, because iPhone SE 2 may be released next spring, and Apple will not let this "cheap" phone use 5G first. Analysts also revealed that next year's flagship iPhone also supports "motion control", which may be a gesture operation similar to Google Pixel 4 series.
It was previously reported that the iPhone 12 will use an OLED screen, while the screen of the iPhone 12 Pro will change. The bangs should be smaller. The 2020 iPhone will use a middle frame design similar to the iPhone 4.
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