During a year in which sales of the Apple iPhone have experienced difficulties globally, subtle signs indicate that the device is making a comeback. Samik Chatterjee, an analyst at JP Morgan, today sent customers a note on the performance of a group consisting of companies supplying Apple components to the iPhone. In June, for the fourth consecutive month, this group saw its overall revenues increase from one year to the next. Last month's increase was 6% compared to the 9% increase in May and a strong 10% increase in April. The analyst said that for the first half of the calendar year, revenues in this group had increased by 12% over the same period last year and by 4% compared to 6 first months of 2017.
You may be wondering what these data tell us. According to Apple Insider, Chatterjee pointed out that what's known as the iPhone Supplier Tracker often evolves in parallel with iPhone revenue growth. The analyst said, "We believe that the monthly trends in vendor revenues reinforce our belief that the weaker iPhone revenue winds are easing despite concerns over uncertainty surrounding [China] "This is the Wall Street jargon that, translated, indicates a recovery in iPhone sales. JP Morgan expects Apple to sell 183 million iPhones for the 2019 year. .
Chatterjee also expects Apple to begin moving production of its devices, including the iPhone, out of China. This could prevent Apple from worrying about new trade tensions between the United States and China, but could also help the company escape payment of higher wages that Chinese assembly line workers are expected to receive over time. . And while the analyst says moving production could take years to form a large group of new workers, Apple will also need to rework its supply chain. While India and Vietnam are the two favorite countries to replace China, the former now has its own trade problems with the United States.
"The strong historical correlation between the revenue growth of our iPhone Supplier Tracker and the iPhone leads us to conclude that iPhone revenue declines are actually moderate and build confidence in the risk of loss." limited our annual sales forecast of iPhones shipped from about 183 million units in 2019. " -Samik Chatterjee, Analyst, JP Morgan
We are probably only seven or eight weeks away from the unveiling of the 2019 iPhones and we will see the biggest cosmetic change brought to the new models on the back of the phone. Based on the renderings, in the upper left corner of the rear glass panel, Apple installs a square camera module that has not been unanimous. The iPhone 11 and the iPhone 11 Max will have three cameras in the module (which should include a main telephoto lens of 12 MP, 12 MP and a new 12 MP wide angle camera with a 120-degree field of view ), while the iPhone 11R will have two cameras in the square housing. Inside, the new units will be powered by the SoC A13 at 7 nm and could offer a reverse wireless charge. Similar to PowerShare on the Samsung Galaxy S10 line, this feature will allow users to turn the screen of their iPhone down and use the back as wireless charging support. This can be used to charge the AirPods carrying case, the Apple Watch, another iPhone or other compatible device. Since the host phone battery is used in this process, the 2019 iPhone models should contain larger batteries.
Rendering of the Apple iPhone 11
The iPhones 2020 will be redesigned. We could see three phones with OLED panels of 6.7 inches, 6.1 inches and 5.4 inches. The notches will be smaller and two of the models should support 5G connectivity. The SoC A14 could be constructed using the 5 nm process; This means that more transistors can be installed indoors, which will allow the chip to be more powerful than its predecessor. Early discussions suggest that there could be a 15% improvement in performance. And a flight time sensor (ToF) could be included with the cameras facing the back on the iPhone next year. This measures the time it takes for the infrared rays to bounce off the subject and return to the phone. The data is used for more accurate depth mapping to provide enhanced bokeh effects on portraits. It could also be used to add a rear-facing face recognition feature to 2020 iPhones.
