Wallstreetcn
2023.08.29 18:56
portai
I'm PortAI, I can summarize articles.

iPhone 15 to be unveiled in two weeks! Apple officially announces September 12th as the date for the launch event.

Wonderlust released a teaser image for its launch event, and the logo may hint at new colors for the iPhone 15. Apple may also unveil a new Apple Watch. According to Guo Mingchi, the periscope lens is the biggest selling point of the iPhone 15 series, and the market's shipment expectations for the iPhone 15 in the second half of the year are overly conservative.

Apple officially announced the release date of the conference, and two weeks later, the iPhone 15 will be officially unveiled.

On Tuesday, August 29th, Eastern Time, Apple sent invitations to the media. The "Wonderlust" themed conference will start at 1:00 pm Eastern Time on September 12th, which is 1:00 am Beijing Time on September 13th. The conference will be held at the company's headquarters in Cupertino, California.

In addition to the Apple official website, users can also watch the conference on Apple's YouTube page and Apple TV.

As usual, Apple's invitation does not reveal which new products will be released. However, as usual, the September autumn conference is the stage for the debut of the flagship product, the iPhone.

Some media believe that the invitation preview image of Apple will design the Apple logo as a gradient color sand dune in silver, gold, and blue, which may imply that the iPhone 15 series will have similar color options.

Previously, there were rumors that in addition to the common green, yellow, pink, and classic red, the iPhone 15 will also have two new colors, "Midnight" and "Starry Night". Therefore, the color of the sand dune in the invitation logo may be a concrete representation of the "Midnight" and "Starry Night" color versions.

In terms of hardware, Apple's September conference may also launch a new smartwatch, the Apple Watch, including an updated version of the high-end watch, the Apple Watch Ultra. In addition, it may also showcase the mixed reality headsets, Vision Pro, before officially selling them early next year.

In terms of software, in addition to iOS 17, Apple is expected to release new versions of MacOS and watchOS.

Huawei Street View previously mentioned that Apple's revenue in the second quarter experienced the first "three consecutive declines" since 2016, and the performance conference call also stated that the performance in the third quarter will be similar to that in the second quarter. Apple urgently needs a new explosive product to prove itself and attract investors to buy at a high valuation. The upcoming iPhone 15 is highly anticipated.

Previous reports have shown that a major hardware change in the iPhone 15 is the replacement of the Apple proprietary interface with a USB-C interface, but it still cannot be used with Android phones. In terms of software, the iPhone 15 will be equipped with iOS 17, which will be released simultaneously by Apple.

Guo Mingchi, known as the "most accurate Apple analyst" and the "Apple prophet" from Tianfeng International Securities, revealed a few months ago that the iPhone will use a periscope lens system for the first time, achieving 5x or 6x optical zoom, far exceeding the current 3x zoom. This is the biggest camera upgrade in the iPhone 15 series, but it is only available on the iPhone 15 Pro Max. Guo Mingchi recently posted again, stating that the periscope lens is the biggest selling point of the iPhone 15 series. It is expected that the iPhone 15 Pro Max will account for approximately 35% to 40% of the iPhone 15 series orders, making it the highest proportion among the iPhone 15 models. The shipment volume of this model in the second half of the year is expected to increase by 10% to 20% compared to the same period of the iPhone 14 Pro Max.

Recently, the market has been concerned that the shipment volume of the iPhone 15 will decrease due to supply issues, and the shipment of the iPhone 15 Pro Max will be delayed. However, Guo Mingchi pointed out that the iPhone 15 Pro Max will begin mass production and shipment this week, and Apple is also increasing the shipment of older models in parallel. He predicts that the shipment volume of the iPhone 15 will be 80 million units, while the market's conservative estimate is 70 million to 80 million units.

Guo Mingchi believes that due to the market's overly conservative expectations for the shipment of the iPhone or iPhone 15 in the second half of the year, coupled with the September new product release, there may be a rebound opportunity for Apple's stock price in the near future.

He also stated that Samsung's smartphone shipment volume this year has dropped to 220 million units. If Apple maintains the same iPhone orders for the second half of next year, the shipment volume is expected to reach 220 million to 225 million units, surpassing Samsung to become the largest smartphone brand, which will have a long-term positive impact on Apple's ecosystem.