A few days ago, investment company Rosenblatt Securities released a supply chain report. The report shows that Apple’s next-generation iPhone will begin mass production in August. It is expected that Apple will provide an LCD version of the model at a price that is approximately US$200 lower than that of the OLED model currently available at the same time.
Rosenblatt analyst Jun Zhang predicts that Apple will launch three new iPhones this fall. It will include two OLED versions, the 5.8-inch and 6.5-inch screens, as well as a 6.1-inch LCD screen model. In terms of output, the LCD version will reach 60 million units, with more than 50 million total OLED versions. In the OLED version, the 5.8-inch models produced about 28 million and the 6.5-inch model was about 22 million.
At present, this new supply chain analysis report seems to coincide with other analysts' views on Apple’s new iPhone this fall, but it is only slightly different in production forecast.
The report also pointed out that "the positioning of LCD models is in a more active position and will be within the range of 799 US dollars." This pricing will help promote a large number of iPhone 6 and iPhone 6s users to upgrade to "iPhone 8S." The type code is called Jaguar Jaguar).
However, KGI analyst Guo Mingyi's analysis is slightly different. He recently stated that this 6.1-inch LCD has a lower price, ranging from $550 to $650, and the price is between $700 and $800. Models may provide dual SIM card slots and no eSIM support is required.
In any case, LCD models will be nearly $200 less expensive than OLED models. Analyst Jun Zhang said that the drop of $200 is actually the result of a series of cost reductions. The replacement of OLEDs into LCDs has saved 50 US dollars, and the middle frame materials have also left about 20 US dollars. They also include wireless communication modules and rear-ends. Cost reductions for a variety of components such as cameras and pressure sensitive sensors.
The analyst also stated that LCD models still retain the "bangs" groove design, but may have a small border at the bottom. It is not yet clear why this is the case, but according to this year's large number of LCD Hai-screen phones. The design is not difficult to find, this type of machine still has a "chin" is mainly due to the limitations of the LCD panel technology, to simplify the production and reduce costs, it is difficult to make the bottom connection components like the iPhone X can be made of a flexible, curlable design .
As for the other two OLED models, analysts said that the latest 5.8-inch OLED "Porsche" model will obviously not have too many "significant design changes" compared to the existing iPhone X.
Larger 6.5-inch OLED "Rolls-Royce" models will be more expensively positioned and offer some unusual features, such as support for "iPen," which may be similar or referencing For tools like Apple Pencil, but like the iPad, this accessory will not be included in the iPhone's box.
Analysts believe that the largest screen OLED iPhone models will also provide dual SIM card designs that support dual SIM dual standby, and this feature will help attract regional markets like China because of the use of dual SIM cards in the Asia Pacific region. Very popular.
In addition, Apple’s new generation of iPhones will also improve 3D sensing technology for face ID. The second generation of 3D sensing modules will consume less power and will also open new application features. Earlier it was reported that this was mainly due to the supplier Lumentum providing Apple with a more efficient VCSEL module.
This report also mentions one of the last possible improvements. Analysts believe that the new iPhone will enhance waterproof performance. The current iPhone X, iPhone 8 and iPhone 8 Plus are all IP67 rated and can withstand a 30-minute immersion in 1 meter of water, but the new generation of apples is expected to increase the acceptable water depth to 10 meters.