Earlier media reports said that Apple's shipment estimates for 5G-enabled iPhones may be much lower than expected.
Citing sources familiar with Apple's supply chain partners, the media reported that suppliers are less optimistic about shipments of the new 5G iPhone. Apple is expected to launch a 5G iPhone later this year, but its supply chain partners are now less optimistic about shipments of the new device.
There are also reports that the shipment volume of 5G iPhone 12 in 2020 may be halved, from 30 million to 40 million units to 15 million to 20 million units. The reason may be that Apple believes that the economic downturn caused by the epidemic has made consumers unwilling to spend more than $1,000 to buy a new phone. It is precisely because of this low expectation that the well-known analyst Ming-Chi Kuo predicted that Apple would cancel the random earphones and chargers in order to keep the price of iPhone 12 comparable to that of iPhone 11.
Li Nan, former senior vice president of Meizu, recently shared his latest views on the pessimistic sales forecast for the iPhone 12 5G version. Li Nan believes that with the increase in savings rates and no hope for salary increases, the market will be more demanding in screening technological progress. "Now we need to look at technological progress more down-to-earth. For example, the oil and electricity of Ideal One. Don't deviate from the user's pain points. Apple's pessimistic sales forecast for the iPhone 12 5G version shows that the direction of technological progress defined before the epidemic may be a bit deviated from user needs."
So what do you think of Li Nan’s point of view?
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