On the first day of power cut-off, there was no reversal and no accident. Huawei ushered in a dark moment.
At this time, on the other side of the ocean, apple is holding a new product feast this autumn. The iPhone 12 is absent, but the heat is still the same.
In the early morning of September 16, Beijing time, Apple released Apple watch 6, entry-level Apple watch se, iPad 8 and iPad air equipped with A14 bionic chip (5nm process technology) in Apple park.
The new iPhone was supposed to be delayed due to the epidemic situation and the impact of the industrial chain, but Apple still stubbornly held the autumn conference as scheduled.
According to media reports,Apple will hold another iPhone 12 launch in October, and a new Mac in December. Apple's voice intensity can be seen.
The industry chain expects Huawei share lost to be divided between Samsung and Apple, while Xiaomi, OPPO and vivo are also in the process
Now, Apple has stepped up its new product promotion and product introduction, and the war is imminent.
This time, there is no iPhone 12
A week ago (September 8), Apple announced the launch time of its autumn new product, which was scheduled to start in September. I thought Apple would postpone the launch of its new fall product. Because in Apple's third quarter report this year, Apple executives confirmed that Apple's first 5g phone, the iPhone 12 series released in the fall, would be delayed by several weeks.
So when Apple announced its new fall launch on September 15 (US time), there was a lot of excitement outside. However, just as everyone was looking forward to the iPhone 12 series, the industry chain told us that the new iPhone would be absent.
Sure enough, this fall launch didn't make it to the iPhone 12.
Cook's opening remarks, the conference will talk about two products closely related to daily life: Apple watch and iPad.
Apple released the apple watch 6 with a S6 chip, 20% faster than the previous generation. Apple watch 6 is equipped with watchos 7, which brings family sharing settings, sleep tracking, automatic hand washing detection, new types of physical training, and support for selecting and sharing dials.
As disclosed, Apple has also brought in the entry-level Apple watch se, which is equipped with dual core S5 SIP chip, and the same acceleration sensor, gyroscope and all-weather altimeter as the apple watch series 6, so the price is more user-friendly.
The third product introduced by Apple's press conference is a new generation iPad, basically unchanged appearance, using A12 bionic chips, supporting Apple Pencil and smart keyboards, priced from 2499 yuan.
What is more surprising is that Apple took the lead in using the A14 bionic processor on iPad products. According to reports, the new iPad air is equipped with A14 bionic chip. This is also the first chip in the industry to mass produce 5nm process technology. Its transistor size is in atomic units. It has 11.8 billion transistors, and can run 11 trillion neural network operations per second. Compared with the 7Nm chip, the performance of the chip is increased by 40%. The CPU of the chip is improved by 40%, and the graphics processing is improved by 30%. It can be said that it is the strongest processor on the ground at present.
In the final stage, cook officially announced that the official versions of ios14, ipados14, tvos14 and watch os7 will be launched tomorrow. According to the time, the domestic market will start to push comprehensively on the 17th.
Four new products, one hour explanation, the end of the neat.
iPhone 12, file October?
Of course, I thought Apple would announce the launch date of the new iPhone, but the answer was: please wait.
Actually because of the epidemic situation influence, the new product iPhone 12 production time repeatedly postponed.
In March this year, industry chain insiders disclosed that the production preparation process of Apple's iPhone 12 was delayed; in late March, it was reported that Foxconn was ready for the production of iPhone 12 series, but due to the problem of camera module supply, large-scale production could not be carried out, and production could not be resumed until May at least.
At the end of July, Apple confirmed that this year's new iPhone would be available a few weeks later than usual. Apple Chief Financial Officer Luca
As a result, speculation from the industry chain is that Apple's iPhone 12 will be launched in October, rather than September, as usual. Today's press conference also confirmed this news, this time only the core chip and system have come, and the iPhone 12 has not been revealed.
Although there is no new iPhone 12 at the launch, there are many rumors about the product.
Guo Mingji, a big analyst from Tianfeng international, made the latest prediction on the design and specifications of iPhone 12 series. Guo believes that the iPhone 12 series will include four models: the 5.4-inch iPhone 12, the 6.1-inch iPhone 12 max, the 6.1-inch iPhone 12 pro, and the 6.7-inch iPhone 12 pro Max, which supports 5g, has two versions. One is the frequency band below 6GHz, which is expected to be shipped in the first ten days of October, the middle of October, the last ten days of October, and the second is the frequency band of 6GHz plus millimeter wave, which will be delivered in mass production later.
As for the rumored 120Hz high refresh rate screen, Guo Mingji said that all iPhone 12 series do not support high refresh rate of 120Hz. Apple will probably add 120Hz refresh rate to iPhone 13 next year, and use ltpo technology to reduce power consumption.
As early as 2019, China's domestic mobile phones have begun to use the screen with a refresh rate of 120Hz. This year is the year when the refresh rate of 120Hz is popular, and it has become the standard configuration of flagship computers and game phones.
In terms of core configuration, it is reported that the iPhone 12 will adopt a 5nm A14 chip, which has a qualitative leap compared with the previous generation A13 in terms of performance and endurance.
In terms of cameras, Apple's iPhone 12 also has a great improvement. Although the iPhone 12 will still adopt the dual camera and triple camera scheme, it will adopt the 7p lens. Compared with the past 5p lens, it will further improve the image and video quality.
What's more, Apple may cancel the gift of wired headphones and chargers on the iPhone 12, so as to realize the purpose of price reduction. Compared with the iPhone 11 series, Apple may reduce the price by $50, and the concession in price will win a lot of favor for apple. This time, the apple watch 6 didn't ship a charger.
Share Huawei's share and reshuffle is coming
Coincidentally, Huawei cut off its supply on September 15, and Apple launched its new autumn product in the early morning of September 16. The contrast is too obvious.
We all know that after September 15, including TSMC, Qualcomm, Samsung and SK Hercules, Micron and other semiconductor companies can no longer supply chips to Huawei, Kirin 9000 became the last
According to media reports, Kirin 9000 series chips are in stock for about 10 million pieces, which can last for about half a year. However, it is also reported that Huawei shipped all Kirin chips from TSMC to China before the ban. According to reports, the number of Kirin chips returned is as high as 120 million, including Kirin 9000 with 5nm process and Kirin 990 with 7Nm process.
After the GMS service is missing and the chip is cut off, Huawei's global market share will face a cliff like decline. According to foreign media, Huawei plans to produce about 50 million smartphones in 2021, down 74% from its expected shipment in 2020.
Huawei, according to Digitimes reports
According to the monitoring report released by canalys, Xiaomi's share in Europe surpassed Huawei in the second quarter of this year, becoming the third largest mobile phone brand in Europe with a market share of 17%, after Samsung and apple. Oppo's sales in Europe also increased by 300% in the second quarter of this year.
In addition, at the beginning of September this year, Liu Bo, President of oppo China, mentioned in an internal letter that the overall sales volume of oppo China is expected to increase to 100 million units this year, and the sales volume will increase by more than 30% in the second half of this year.
According to the industry chain's prediction, Huawei's ban time will increase the shipment volume of apple and Samsung by at least 15% in 2021 compared with this year (2020).
This year's apple market performance is unexpected, completely unaffected by the epidemic. In Apple's third quarter report this year, Apple CEO Cook said the iPhone business grew faster than expected and said the iPhone market performed very well in May and June.
Judging from the third-party data report, Apple's iPhone market performance in the second quarter of China is very eye-catching. According to counterpoint data, in the second quarter of 2020, apple ranked fourth, but increased by 34% year-on-year, making it the only mobile phone brand to grow (the other is Huawei).
If, while the core configuration of the iPhone 12 series is comprehensively upgraded and the transition to 5g is completed, the price of the iPhone 12 series will be compromised in the rumor, then the upsurge of Apple's rush purchase may reappear, and the ranking of mobile phone manufacturers will face another reshuffle.