At noon on November 11, Guo Mingxuan, a famous "Apple analyst", mentioned in a new Apple research report that he predicted that no iPhone SE would be launched in the first half of next year. This report on the 2020 performance forecast of Taiwan Yujing Optoelectronics Co., Ltd. has given numerous new media to make up new material.

Yujing Optoelectronics is the manufacturer responsible for optical components (lens components, etc.) in Apple's supply chain. The core attribute of the report is that the stock price of Taiwan Yujing Optoelectronics has downside risk. In fact, Guo Mingxuan has published a report on the downside risk of the stock price of Yujing Optoelectronics in early October for similar reasons. The core reason is that lens suppliers (Daguangli, Semco and new supplier Sunny Optics)The competition between Yujingguang and Yujingguang has intensified. It believes that the market is too optimistic about Yujingguang's revenue and gross profit margin, and the latter may not grow again in 2021.

In the report, we are most concerned about the fact that there is only one sentence: "The market expects that there will be a new iPhone SE in 1H21, which will boost the momentum of Yujingguang's shipment. But we think that there will be no new iPhone SE in 1H21". Although the market expects that there will be a new iPhone SE in the first half of next year (in the economic field, 1H and 2H will represent the first half and the second half of next year respectively)A new iPhone SE will be released, but Tianfeng International (Guo Mingxuan's organization) believes that there is no iPhone SE in the first half of the year.

In fact, considering the historical process, the iPhone 12 mini is the strongest small screen phone in 2020. Although the price of the iPhone SE 2 is low, there is a huge gap between the screen, endurance, and camera of the iPhone 12 mini. The iPhone SE 2 has actually completed its historical mission well. In the gap between the iPhone 11 series and the iPhone 12 series, Apple's sales volume is set off by the low price(The old mold of iPhone 8 is almost digested?). The next SE update may be several years later.

Finally, the original text of Guo Mingxuan's report:

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