CITIC Securities: it is expected that Apple’s iPad sales will pick up to 50 million in 2020

It home on September 16, apple held a new product launch in the fall of 2020 in the early morning of September 16, releasing two iPads and two apple watches, but no iPhone 12 appeared. < / P > < p > in 2018 / 2019, the Iwatch volume reached 2250 / 30.7 million units, with a year-on-year increase of + 27% / + 36%. According to counterpoint data, apple watch will ship about 21.6 million units in the first half of 2020, and is expected to sell more than 40 million units in 2020. After continuing to explore and define the health orientation, CITIC Securities expects that Iwatch will increase rapidly in 2021, and the sales volume will reach about 60 million. Key companies suggest paying attention to huanxu electronics, Changxin technology and Pengding holding. < p > < p > at present, the former Apple tablet ranges from iPad, mini, air and Pro Series, and their positioning is different. The overall sales volume from 2018 to 2019 is 4487g45.8 million, with a year-on-year increase of + 2.4% / + 2.1%. Looking forward to the future, iPad positioning entertainment electronic devices and portable productivity tools, superimposed epidemic situation to stimulate demand for distance education / office. CITIC Securities is expected to pick up sales to 50 million units in 2020, up + 10% year-on-year. Key companies suggest paying attention to BYD electronics, Changying precision, lingyizhizao, etc. Developed a “plug and play” solar power generation scheme, and “5B” won a $12 million round a financing