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The following is the It is expected that iPhone shipment will reach 250 million in 2021, which will set a record From Wedbush. recommended by recordtrend.com. And this article belongs to the classification: iPhone, Intelligent mobile phone.
According to foreign media reports, a supply chain survey conducted by investment bank wedbush shows that the current demand trajectory of the iPhone 12 family even exceeds the previous optimistic forecast. In a report to investors seen by Apple insider, chief analyst Daniel Ives said Apple had not seen such an upward trend at the time of release for several years. Ives points out that the only similar iPhone trajectory is the 2014 iPhone 6 series.
“Over the past few days, our TMT team has investigated the iPhone’s supply chain in Asia,” Ives wrote. According to the current development trend, our demand for iPhone 125g is becoming more and more optimistic, even exceeding our “bull market forecast” for sales volume in fiscal year 21. “
According to a recent survey, Ives believes that the supply chain currently expects 95 million iPhones to be assembled in the December quarter. This is about 35% higher than the original wedbush and Wall Street forecasts.
If the total volume of Ives in 2024 million will exceed that of apple in 2021. The analyst also said Apple’s maximum shipment could reach about 250 million units. Ives said it was an alarming number and would easily break the record of 231 million units sold in 2015.
The analyst said the iPhone 12’s super cycle will continue to be a significant positive for Apple’s share price in the coming months.
In addition, Ives said the bank was aware that the storage capacity of the 2021 iPhone could double. He also believes that all models released in 2021 are likely to be equipped with lidar.
Wedbush and Ives also reiterated their argument that iPhones are “super cycle” because about 350 million of the 950 million iPhones around the world are in the upgrade window. Given the strong demand and strength of the Chinese market, Ives believes that the current development path of the Cupertino technology giant means an unprecedented upgrade cycle.
The analyst maintained his target share price of $160 a share, based on his valuation of apple in 2022. Further subdivided into services business, the price earnings ratio of $1.1 trillion is 15 times, and that of Apple’s hardware business is about $1.7 trillion, which is 6.5 times.
If there is a bull market, Ives said, the stock’s target price will rise to $200 based on the P / E ratios of $1.3 trillion for services and $2.2 trillion for hardware. Apple shares are currently trading at $128.69, up 0.65% in intraday trading on Thursday morning.
More reading: it is estimated that Q4 Apple’s iPhone shipment will exceed 80 million units in 2020 OTR Global: iPhone shipment in the second quarter of 2019 is expected to be lower than expected Kaiji Securities: iPhone shipment is expected to fall below 200 million units in 2016 Guo Mingchuan: it is estimated that iPhone shipment in Q1 will be 38-42 million units in 2019 SFG: 45 million iPhones will be shipped in Q1 in 2018, 13% lower than that in Q1, 2019 IPhone shipment 43.8 million units, down 16% year-on-year.rbc: expected to ship 40 million iPhones in Q2 in 2016 trendforce: Apple’s iPhone shipment in Q3 fell to 45 million mm in 2016 research: Japan’s iPhone shipment in 2015 was 14.73 million units, down 10.6% year-on-year.gene Munster: it is expected that Apple’s annual iPhone shipment will reach 220 million units in the next two years IPhone shipment may reach 30.3 million Verizon: 4.2 million iPhones were sold in the fourth quarter of 2011. Kaiji Securities: it is estimated that Q4 iPhone shipment will increase to 52 million units in 2012. Electronic times: it is estimated that the total iPhone shipment of Q4 will reach 75-80 million units in 2015. 5 years of launch: 250 million units in total
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