The "catalyst" for Apple's stock is coming soon after the iPhone 15 debut?
Apple's launch event is approaching, and its offline launch event will be held in California, which will begin on September 12, local time。Many changes are expected in the iPhone 15 series, which is expected to be a big "catalyst" for Apple's stock.。
Apple's press conference is approaching, and its offline press conference will be held in California and will begin on September 12, local time (early morning of September 13, Beijing time).。
The conference will release the iPhone 15 series。Although the conference hasn't been held yet, there have been a lot of revelations and speculation about the iPhone 15.。
According to the report, the iPhone 15 series will launch four models: iPhone 15, iPhone 15 Plus, iPhone 15 Pro and iPhone 15 Pro Max。In terms of appearance color, Pro models will be available in four colors: Titan gray, silvery white, dark blue, and deep space black.。The iPhone 15 Basic and iPhone 15 Plus will be available in black, green, blue, yellow and pink body colors.。
In terms of performance, the outside world broke the news that the iPhone 15 and iPhone 15 Plus are expected to be equipped with A16 Bionic chipsets, while the iPhone 15 Pro and Pro Max are expected to be equipped with A17 Bionic chipsets。It is reported that the A17 will be the first chip made with a size of 3 nanometers, which can make mobile phones faster and more power-efficient.。In addition, Apple may add an additional GPU core to improve the performance of iPhone 15 Pro and Pro Max。
In addition, the iPhone 15 will also usher in many updates, directly to the user's expectations。At present, the revealed updates include titanium body, USB Type-C port and will increase the charging speed, periscope camera, all models of smart island and so on。
There are reports that the iPhone 15 will usher in a wave of price increases。The basic and Plus models are priced the same as the iPhone 14, but the Pro and Pro Max will cost $100 more.。If the price increase is a fact, then this will be the first price increase for the iPhone Pro model in four years。Because the price of the iPhone Pro has not risen since the launch of the iPhone 11 Pro in September 2019。
As for the price increase, some analysts believe that all four models of iPhone prices are likely to rise to varying degrees outside the United States.。But given that the iPhone 15 Pro and Pro Max will undergo some major design and hardware upgrades, the $100 price increase looks reasonable。
While iPhone Pro models are likely to go up in price, Goldman Sachs analysts say the new technology in the iPhone 15 Pro model should push consumers to continue to switch to more expensive phones。
Renowned Apple analyst Ming Kuo believes that the iPhone 15 Pro Max is likely to become Apple's best-selling iPhone, although it is also the most expensive。He predicts that the iPhone 15 Pro Max alone will account for 40% of iPhone 15 series shipments.。Shipments expected to grow 10-20% compared to predecessor iPhone 14 Pro Max。In the iPhone 14 series, Pro and Pro Max models led the growth of iPhone shipments。
With so many changes and updates, the market expects the iPhone 15 series to be a big "catalyst" for Apple's stock.。
Apple shares have risen more than 45% so far this year。And the iPhone 15, the cornerstone of Apple's revenue, will also drive revenue growth, which in turn will stimulate Apple's stock price。According to Apple's third-quarter data released in August, most of Apple's revenue comes from the iPhone, which accounted for 48% of the company's total revenue in the third quarter.。
Although the iPhone 15 is sincere enough, its sales still face many uncertainties。
On the one hand, the overall sales of smart phones continue to be sluggish。According to Canalys data, global smartphone shipments fell 10% year-on-year in the second quarter..1%, down 4.3%。It has been the sixth consecutive quarter of year-on-year decline.。Among them, Apple's mobile phone shipments and market share fell from 58 million units in Q1 to 43 million units in Q2, and its market share fell from 21% in Q1 to 17% in Q2.。
Pressure from competitors.。Samsung has previously released the latest Galaxy Z Flip and Fold models in a high profile, clearly showing its ambition to compete with Apple。In the Chinese market, in addition to Xiaomi, OPPO, vivo and other mobile phone manufacturers eyeing up, Huawei is in the Apple conference half a month before the throw out of the "king fried" - HUAWEI Mate 60 Pro。Many consumers are lining up in multiple Huawei offline stores in China, making the phone hard to find。And this kind of grand occasion, before basically only Apple launched a new iPhone to see。In the second quarter, Apple's market share in mainland China was 16%, tied for third place with Glory.。Next, Apple is further or behind the people, depending on how powerful the iPhone 15 is.。
In addition, some analysts believe that in addition to the iPhone, Apple stock has other potential boost power can not be ignored。
According to Apple's third-quarter report, there are two other businesses that have boosted Apple's sales and profits, including Apple Services and Wearables.。
According to Apple's third-quarter data, Apple's total revenue fell 1.4%, has been three consecutive quarters of year-on-year decline。But contrary to the downward trend in total revenue, Apple's services revenue grew year-over-year in the fiscal third quarter, up 8.2% to 212.100 million dollars。Apple services include App Store, Apple Care, iCloud, Apple Pay, Apple Music, Apple TV +, Apple Arcade and other products。Meanwhile, sales of wearables, home and accessories, among others, rose 2 percent to 82 percent in the fiscal third quarter..800 million dollars。These devices include wearables such as Apple Watch, Air Pods wireless earbuds and Beats headphones, as well as Apple Home Pod wireless speakers and other miscellaneous gadgets。
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