Does the price of the iPhone 12 go up? Apple is exposed to “pressure” on suppliers, two Chinese enterprises may be affected

The report showed that Apple had to reduce the specifications of some parts of the iPhone 12 or push down the prices of suppliers to save costs due to the huge increase in 5g component costs. As a result, apple suppliers will face bargaining pressure from the third quarter, and two Chinese companies may be affected. It is reported that Apple has been developing 5g chips and components independently, but has not made progress. According to foreign media sources, Apple’s development of 5g modem is expected to wait until 2025. As a result, before Intel withdrew from 5g baseband business, Apple had to compensate Qualcomm for billions of dollars to reach a “grand reconciliation” to obtain 5g baseband chips, but the price was still high. But Apple won’t raise the price of the iPhone 12 to protect sales. < / P > < p > the report points out that the specification and configuration of other parts will also be the victims, among which iPhone Battery and airpods software and hardware suppliers are most affected. Guo predicted that according to Apple’s new design, the number of layers and area of the hard and soft boards of the iPhone 12 will be further reduced, and the average unit price of the battery will be 40-50% lower than that of the iPhone 11. In addition, the design of the iPhone 12s series battery board will be changed to soft board, and the unit price is expected to be reduced by another 30% – 40%. < / P > < p > as Apple’s most popular product in history, industry analysts generally predict that the global sales of wireless Bluetooth headset airpods will reach 80-90 million pairs in 2020. Airpods 3 will switch to sip design to achieve the goal of cost reduction, and the value of OEM orders of Apple will also decline. As the main suppliers in this field, Chinese enterprises Huatong, Yaohua and Korean enterprise young poong may be affected. < / P > < p > according to the public data, in 2018, due to optimistic about the growth prospects of airpods, the well-known mobile phone board manufacturer 燿 Hua gave up the hardware and software combination board for iPhone Battery to focus on airpods business, and finally shared the order with Huatong. It is worth mentioning that in terms of soft and hard boards for batteries of Apple’s pen and tablet products, Huahua still maintains its position as a supplier, which may effectively weaken the impact of Apple’s decision. Continue ReadingASMC, a lithography maker, was one of TSMC’s 14 top suppliers last year

Author: zmhuaxia