As is customary, Apple will launch a new generation of iPhones at its fall launch in September. But the impact of the outbreak, this year’s iPhone 12 can be released as scheduled, has been a big question mark. Earlier this month, Bloomberg, citing anonymous sources, said: “The new 5G-supported iPhone is still scheduled to be launched in the fall, but mass production is expected to begin in May.” In addition, even if mass production begins, there is still the possibility of delay. “
Although the domestic outbreak has been brought under control, the plant has resumed work and Apple’s supplier capacity has been restored. But with outbreaks overseas, production of the new iPhone is inevitable. Analysts have said the release of the iPhone 12 could be delayed until November.
Apple will finalize the new iPhone in November-December, the year before the new iPhone is released, and will begin mass production of the new iPhone’s case around April, with assembly, testing and packaging starting in May, according to people familiar with the matter. Apple made a test model for the new iPhone earlier this year, but follow-up testing has not gone so well. In a new report sent to investors by JPMorgan, analyst Gokul Hariharan said Apple had approved the Design of the 5nm abionic chipset and would soon start production. Gokul Hariharan noted that the first Engineering Verification Test (EVT) of the iPhone 12 series will be completed in April, a few months later than the iPhone 11 and other products, which will also result in a delay in the release of the iPhone 12.
In addition, apple executives will come to the factory to oversee the final manufacture of the phone template and decide on the new design template, as is customary for Apple to make a large-scale production of important new products. However, the current impact of the outbreak, whether product testing or production supervision, personnel exchanges are extremely inconvenient, which is another reason why the iPhone 12 production can not be smooth.
Gokul Hariharan believes that shipments will be further delayed because of the delay in the entire iPhone 12 production. The iPhone X was released in November, a lot more than the iPhone 8, and to some extent affecting iPhone 8 sales.
For now, the global smartphone market has been hit by the 2020 outbreak, with early detection agencies saying smartphone shipments will decline this year compared with last year, and now with the outbreak spreading overseas, smartphone shipments may be down even more sharply than previously thought. Executives at one of Apple’s main assemblers said quarterly orders at the end of March were likely to be 18 percent lower than the previous year,media reported. The executive also noted that the 5G-backed iPhone 12 has been delayed, but he believes Apple’s new model is still expected to be released in the fall.
Notably, more than one partner said Apple was scaling back orders. Apple’s screen suppliers are also bracing for a production contraction after the company expected 70million iPhones to be shipped this year, but that target could be cut by 17 per cent to 58 million in the future, according to people familiar with the matter. “It’s hard to make any meaningful comments about supply and demand at the moment because of the disruption of the supply chain, ” says a Malaysian supplier executive. “
In addition, according to South Korean media reports, Samsung’s latest Galaxy S20 series sales in South Korea has been blocked, there has been an inventory backlog, affected by Samsung also took a compressed parts order to deal with.
Apple’s compressed production is clearly taking into account that even in the second half of this year, when market demand may not return to normal, there is no obvious need for an upgrade from consumers. In a March 18-20 survey of more than 2,600 U.S. adults, More than half of respondents said they plan to spend roughly the same amount on consumer electronics if the outbreak is brought under control in the coming weeks. But if the situation worsens, about a third of respondents said they would cut back on consumer electronics, although a third said they would be willing to spend more on consumer electronics. For mobile phone manufacturers, the inability to clearly predict the market is also a challenge that must be faced.
Before the outbreak, analysts said the iPhone 12 was expected to attract more users and boost sales thanks to a range of innovative features, including 5G. But it is clear that smartphone shipments will fall sharply, or even more than 30%, starting in the first quarter of 2020. Analysts at Fubon Research cut Apple’s first-quarter iPhone shipment forecast to 35m units, down 17 per cent from 41m a year ago. The company cut Apple’s 2020 total iPhone shipment forecast to 198 million units, slightly lower than its previous forecast of 204 million.
All in all, the iPhone 12, which was supposed to be released in September, is likely to be delayed due to the outbreak, which may be delayed until October. For Apple, the delayed release of the iPhone 12 will cause it to miss out on the “best sales time” of the year. In addition to the impact of the outbreak on new products such as the iPhone, the company’s share price fell sharply in March, wiping hundreds of billions of dollars off its market value due to stock market turmoil.
For consumers, it will have to wait a little longer to hope for the new “entry” iPhone, the iPhone 9, or iPhone SE 2. As for the iPhone 12, it may not be shipped until October at the fastest time. But there’s one thing to note, after predictions about the new iPhone 12’s appearance were more focused on the flat metal-frame of the “Pay tribute to the iPhone 4.” The latest revelations suggest that the iPhone 12 may be able to cancel the “notch” with a realfull screen.
From the phone rendering slot exposed bymedia, the new iPhone’s Face ID module size or further smaller, is placed in the top of the body narrow border. Except for a slight widening of the top frame of the body, the new iPhone’s four-sided frame with a “full screen” design seems to widen… Whether you choose notch or the black edge, it’s up to Apple to make the final decision.