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Is there only a small improvement in iPhone this year? Analyst: there are other bright spots

via:网易科技     time:2019/9/9 8:31:26     readed:85


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Apple plans to release three new products on Tuesday, according to people familiar with the matter.IPhoneIncrease the number of rear cameras and enhance the photo processing ability under low light conditions. Analysts expect these new modelscellphoneIt will also be equipped with faster processors, new colors such as green or purple, and reverse wireless charging for other devices such as AirPods wireless headphones.

These expected updates have not really spurred Wall Street, and some analysts and investors predict that the upcoming iPhone will be boring. As sales of older iPhone phones continue to decline, Apple is expanding its portfolio of connected products and services, including Apple watches, AirPods wireless headphones and AppletelevisionSubscription services for programs and video games.

Dan Morgan (Dan Morgan), senior portfolio manager at Synovus Trust, an asset manager, said: "they don't have any real in-depth progress right now, they just want to keep the iPhone business going." He is optimistic that the new phone, which will be released this year, will have enough new features to "add additional features to a very mature product to keep the train moving forward."

This limited attitude illustrates the challenges Apple has faced since the launch of its first iPhone in 2007. The fact that sales of the iPhone account for more than half of Apple's total revenue puts Apple in an awkward position: it needs to maintain sales of its core products while reducing its dependence on them.

UBS surveyed 8,000 smartphone users in May, and its annual global survey showed that recent advances in Face Recognition technology for the iPhone have not resonated with some consumers, who generally believe that Apple products are not as unique or amazing as they have been in the past few years. The cards are not as attractive as they have been in the past few years. Many people spend more time using old phones and don't think it's necessary to upgrade to the new iPhone, which costs an average of $949.

Apple needs to sell enough iPhone, next year to avoid a repeat of the disappointing results it did after the launch of the iPhone XR and iPhone XS models in September. Weak sales of the iPhone XR and iPhone XS forced Apple to cut its forecast in January for the first time in more than 15 years.

Apple expects to sell about 70 million new iPhone, units by the end of the year, down nearly 30 percent from its peak of 98 million units released in 2014, according to trading company Susquehanna International Group.

Apple's moderate forecast for the sales of the iPhone in 2019 has led investors to look far into 2020, when Apple is expected to release its first 5G-connected iPhone.

In the coming weeks, there may be new momentum to push Apple from the iPhone to the post-iPhone era. In addition to the launch of a new smartphone this week, the company is expected to release its fifth-generation Apple Watch. Analysts say the new Apple Watch will be equipped with a new shell and further improve battery life, and the introduction of a complete app store will help liberate it from iPhone accessories.

Analysts say the new Apple Watch is expected to add more health features such as sleep pattern tracking.

Tim Cook (Tim Cook), Apple's chief executive, said the increase in these features will drive Apple's business into health. The fourth-generation Apple Watch, released in 2018, is equipped with electrodes and sensors that measure users' cardiac electrical activity and convert it into electrocardiogram to detect potentially dangerous diseases.

According to Strategy Analytics, a market research company, health features helped Apple increase Smartwatch shipments to 5.7 million in the latest quarter, up 50% from a year earlier. In the first three quarters of this fiscal year, smart watch sales helped Apple wearable devices, including AirPods wireless headphones.partsBusiness grew by 35% to nearly $18 billion.

Apple is also about to launch a new subscription service that includes content such as TV shows and video games. Analysts said the company was likely to announce the price and launch time of services such as TV and Arcade as early as this week.

Neil Morston (Neil Mawston) of Strategy Analytics said the combination of wearable devices and services would be the key to Apple surpassing the iPhone. He said Nokia, the last mobile phone giant, was in trouble trying to make a similar business transition. (Chen)

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