Guo Mingxuan released the latest research report Apple Supply Chain Recent and 2021 Investment Strategy on November 25For the four major product lines of Apple iPhone, iPad, Apple Watch and Mac, we made performance expectations for 2021, and exposed many new materials in the process. The most important revelation is that there will be iPad with mini LED screen and 5G, Apple Watch and MacBook with new appearance next year, and AirPods 3 may have to wait until the end of the second quarter.
Our most concerned products:
IPhone: The shipment of iPhone 12 series was better than expected. The demand for iPhone 12 Pro and iPhone 12 Pro Max was higher than expected, offsetting the negative impact of lower than expected demand for iPhone 12 and iPhone 12 mini (this seems to be inconsistent with the situation around us);
IPad: Next year there will be iPads using mini LED and 5G technology, and the demand for iPad Air 4 is better than expected;
Apple Watch: It is expected that there will be appearance changes and new innovative health management functions next year (finally we can say goodbye to the "new appearance" that has been used for several years). The demand for Apple Watch Series 6 and Apple Watch SE is better than expected;
Mac: It is expected that in the second half of next year there will be MacBook models that use Apple's self-developed chips and have a new design;
AirPods: AirPods 3 will be postponed until the end of the second quarter of next year. It is expected that the shipment volume will be flat or 5-10% will be returned next year, lower than the 20% growth rate predicted by the market.
Two of the five product lines will have new appearances. When I clicked the order button this year, it was really careless.
The last example is the original report:
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