In a note by JP Morgan Chase claims that the iPhones that the Apple, in the fall of 2020 will be the trigger for a return to high sales of devices that are the flagship of the American company.
Πtraditionally the Apple, announces its new devices every September, with the commercial launch a few weeks later. This way the iPhones are in the shop windows during the festive period of Christmas, a period when the highest sales are recorded. In the period that follows, sales are gradually declining until next September, when a new series of devices is presented. This is Apple's next device renewal cycle.
Of course, the success of each cycle is influenced by various factors, such as the number of people with older devices who are ready to upgrade their device as well as the general economic situation in the world economy. We must not forget that Apple products are not cheap.
«We expect that three of the September 2020 iPhones will adopt OLED screens (sizes 5,4 inches, 6,1 inches and 6,7 inches) in combination with a basic modem for accessing 5G networks. In addition, at least two of these three models will adopt 3D Sensing facial recognition technology as well as AR / VR (virtual and augmented reality) features", Reports o Samik Chatterjee.
Recall that today OLED screens have the iPhone XS and iPhone XS Max, which are significantly more expensive than models that "wear" LCD screens, such as the iPhone XR. The 5G networks promise the prospect of a dramatic increase in Internet connection speeds compared to today's 4G and 3G networks, while Apple models already have 3D front-facing cameras.
Interestingly, the forecast that Apple will be able to sell up to 195 million iPhones in 2020, while the corresponding estimate for 2019 is of the order of 180 million devices. Recall that Apple has stopped announcing unit sales from the end of fiscal year 2018, limited only to revenue.
Finally, JP Morgan analysts believe that Apple will strive to enter the category of the most affordable devices. This will probably be done with a low cost iPhone that will come in the physical dimensions of today's iPhone 8 but without the 5G modem or the OLED screen, ie the elements that significantly increase the cost. For the devices that are expected to be presented next September, JP Morgan estimates that there will be three, without upgrading their modem and without significant changes in appearance.
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