Source: Wind

With the arrival of fall, the mobile phone industry's gold, nine, and ten silver, and ten will also follow.

$Apple (AAPL.US)$The company has confirmed that it will hold an “Apple Special Event” at 1 a.m. on September 13, Beijing time. As the world's most valuable technology company and a benchmark enterprise in the Internet era, what are the highlights of this press conference?

Apple's new product launch is here

At 01:00 a.m. on September 13th (Wednesday), Apple will host the fall press conference.Four new models in the iPhone 15 series are expected to appear at that time.

Prior to the press conference, all parties had revealed the new device's configuration. This time, there are still four models released in the same model, namely the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max.

As is customary, Apple will launch a new iPhone at this press conference. In addition to this, there is also the new Apple Watch series and the new iPad series.

Introduction to new Apple products

According to previous news, Apple's new models include two entry-level models and two high-end models.The entry-level version may be named iPhone 15 and 15 PlusIt is expected that some features of last year's Pro model will be reflected in the entry version, such as the A16 chip, the Lingdong Island interface, and the 48-megapixel rear camera, but the current design will not change.

It is reported that the entire iPhone 15 series will be upgraded to a “smart island” design, and for the first time, a USB-C interface will replace the previous Lightning connector.

The iPhone 15 Pro Max will be equipped with a new periscope lens, and its zoom function will be significantly improved. For example, the iPhone 14 Pro Max can only support 3x zoom,The iPhone 15 Pro Max is expected to support 5x to 10x zoom.

According to many rumors, the battery capacity of the iPhone 15 series will also increase accordingly; the price of the Pro series will increase by 1,000 yuan again this time, and the prices of the iPhone 15 Pro and iPhone 15 Pro Max in China will be 8,999 yuan and 9999 yuan respectively.

According to Surge News, judging from the phone cases that have already come to light online, it is likely that Apple will also release a new iPhone model at that time - the iPhone 15 Ultra.

Regarding this new iPhone, some people say it will replace Apple's original Pro Max, and the next oversized cup will be named Ultra; others say that it is an iPhone positioned for outdoor sports, just like the Watch Ultra.

In addition to the three major items of mobile phones, tablets, and watches,Apple may also bring us a new Mac with an M3 chip and Air Pods Pro 2 with a USB-C port.

If the above expectations come true, then this year's Apple fall press conference will be a technology feast.

Furthermore, there are reports thatApple is developing a WATCH X smartwatch to celebrate the 10th anniversary of the smartwatch.

Rumors about the Watch X broke out in the weekly newsletter “Power On” written for Bloomberg by Mark Gurman (Mark Gurman), who described the Watch X as the biggest innovation in smartwatches.

Apple released the Watch in 2014 and began pre-orders in 2015. It's unclear if Apple will celebrate the wearable's 10th anniversary in 2024 or 2025.

Apple's stock price hovers at a high level

According to a news report by ZAKER on September 9, since the beginning of 2023, Apple has sold 29.73 million phones; Huawei has sold 18.21 million units, Honor has sold 27.9 million units, Xiaomi 25.91 million units, OPPO 27.74 million units, and vivo 25.45 million units.

As the most valuable technology company in the world and a benchmark enterprise in the Internet era, Apple's stock price since this year has reversed the sluggish attitude of last year, and the stock price has continued to rise.

However, before the press conference, Apple's stock price fell for two days in a row last week.

As of September 8, Apple's stock price closed at 178.180 US dollars, up 0.35%; the latest total market value was 2785.7 billion US dollars, equivalent to the high at the beginning of June this year.

J.P. Morgan Chase released a report on Friday saying that the Apple iPhone 15 to be released next week has not been substantially upgraded, so it will not attract a large number of users to update.J.P. Morgan Chase lowered Apple's target share price from $235 to $230.

With the release of the new iPhone 15 series phones, it is worth looking forward to seeing how Apple's stock price will perform in the future.

Is a new wave of switching coming?

As the Apple press conference approached, news about the new iPhone 15 also began to increase. According to some foreign media reports,The sales volume of the iPhone 15 is likely to be good because it has a very large potential switching market.

Some foreign media have obtained a report from an investment bank analyst to investors. Of the 1.2 billion iPhone users currently in the world, about 300 million have not upgraded to a new iPhone in the past 4 years. Considering that Apple users generally have strong product stickiness, this means that quite a few will continue to buy updated iPhones in the future, and the iPhone 15 is probably their first choice.

However, whether to switch machines,Depends on whether the price and performance of the new iPhone 15 meet expectations.

Canalys analysts pointed out that after many quarters of continuous decline, the smartphone market is sending early signs of recovery. With the help of declining inventories of old models throughout the industry and signs of recovery in market demand in some regions, the decline in the global smartphone market has narrowed again, and it is expected that the downward trend will ease in the second half of the year.

Apple plans to release four new models of the iPhone 15 series in mid-September. Trend Force Jibang Consulting expects the full series output to be about 80 million units, an increase of nearly 6% over the same period last year. Among them, Pro Max, which has a unique periscope lens, is expected to bring in more buy-in, and it is estimated that the output share of the Pro series is expected to rise to more than 60%.

CICC believes that optics is one of the main upgrade directions for mobile phone products for major North American customers, and that the cost share is rising steadily.As industry capacity expansion gradually peaks, the scarcity of production lines combined with the perilous innovation of major North American customers will bring supply chain investment opportunities. In the future, with the gradual penetration of high-power optical zoom, periscope lenses are expected to become important optical components.

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