Investors expect an ‘unprecedented upgrade cycle’ in Apple’s 5G iPhone launch


Apple Pal Inc. has pulled off product virtual launches during the Covid-19 crisis, and now the company is gearing up for the most important.

The smartphone giant will schedule an eventline event for October 13, launching the company’s first 5G-enabled iPhone. Apple Pal AAPL,
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Newer phones than that will come out a little later than last year’s cycle, but stock devices are expected by the company during the holidays.

People hold more and more on their smartphones for longer, and the most important question for Apple Pull investors is whether 5G connectivity will be enough to drive a big wave of upgrades. U.S. Carriers continue to build their 5G networks, although early rollouts of this new wireless standard may not bring the most dramatic improvements to wireless speeds and 5G is the ultimate promise in later times.

Still, Apple Play hinted that an invitation to the 5th Tuesday event could be the main selling point of its new phone. The tagline for the launch, which will virtually start at 1 p.m., is “Hi, Speed.” It is unknown whether the unknown pulse millimeter-wave spectrum will support 5G type fast type, or whether the phone will only be compatible with sub-6 5G, which is more widely available, but offers less opportunity for 4G networks to take related action. Is. .

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Apple plans to build four “iPhone 12” devices for the upcoming rollout. Many expect the company to launch two regular iPhone 12 models in iPhone..4-inch and .1.1-inch screen sizes, as well as two “Pro” versions with regular .1-inch and 7.7-inch screen sizes. According to Jeril Ong, an analyst at D-Models Shaw Bank, the Pro models may have a third rear camera as well as D-leader sensing that allows for better extended-reality capabilities.

All new phones should have 5G connectivity, Ong wrote, naming the event “Hi, Speed”. Although exp is increasingly moving towards larger size factors, the screen.-inch model is expected to become popular among consumers.

Ngang also expects Apple to reduce the price of older iPhone 11 devices and aim to offer six to eight different iPhone models while discontinuing some previous versions.

Apple Play made its new iPhone available 10 days after it was announced last year, but the launch of some models was further delayed in 2018 and 2017. Whether people will actually be able to get a new smartphone this year or what the level of supply will be is unknown. .

“It’s possible that some models may have a higher unit volume limit or the new iPhone launch may be stalled as in previous years, although this seems to be fading, as we’ve heard less about the possibility of further delays recently. ” Wrote.

She said that according to Morgan Stanley’s Katie Huberti, production of the four models has already begun, citing its supply-chain tests, although the smaller and larger models are two weeks later than the medium two models.

Beyond my upgrades to the 5G and C camera, Huberty expects the Apple Pull to emphasize its faster processor and new entry-level storage configurations.

From Baron: Morgan Stanley says iPhone launch is a bigger deal than Wall Street Thinks

Wadebush analyst Daniel Ives writes that Apple Pull and its Asia supply chain are “expecting a demand for a larger 6.7-inch model,” which could help Apple Pull run an “unprecedented upgrade cycle” as they estimate that currently Million million iPhones are ripe. For updates.

In addition to rolling out the new iPhone, Apple Pull may also launch its own over-the-ear headphones, a smaller version of its HomePod smart speaker, and tags that people can use to monitor physical objects using Bluetooth.

Apple Play has embraced its AirPods ear buds, and it is expected that the company will eventually roll out over-the-ear headphones under its own brand. A recent Bloomberg report highlights Apple’s decision to pull out third-party speakers and headphones made by Sonos Sono.
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And Bose suggests from its stores that the company may plan advertising in that category.

Deutsche Bank said the change in Apple’s third-party sales strategy “could signal the imminent release of AirPods Studios,” referring to the new headphones, although he said it was not yet clear “this will happen next week or next year.” ”

See also: Investors need to rethink approach to Big Tech with potential selloff fungus, Barclays strategist warns

Apple Pull-branded Bluetooth trackers have been the subject of rumors for more than a year, and some expect Apple to finally launch “airtags” at its next event. These tiles will have furs-like trackers, allowing people to put a little tug on on objects like purses or its keys so that in case of loss or theft they can find these items using Bluetooth.

Oct. The 13th event is one in mid-September, in which the company unveiled the new Apple Pal watches, iPad and subscription bundle, offering discounts to sign-ups for many Apple services. Apple may offer new iPhone buyers some kind of tie with these new services bundles.

Morgan Stanley’s Hubertie models Dells shipped 78 million iPhones in the December quarter and 20 million units for the full fiscal year, ending in September.

Shares of Dow Jones Industrial Industrial Average have risen 21% in the last three months as DJIA,
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Of which Apple Pal is a component, increased 9%.

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