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　　Apple is about to hold a press conference on September 7, local time, and the market has begun to predict the price of the new iPhone series and the stocking of the supply chain.

　　According to the latest forecast from Tianfeng International Securities analyst Ming-Chi Kuo, the prices of all models in the iPhone 14 series are expected to increase by 15% compared to the iPhone 13 series, with an average price of between $1,000 and $1,050. This will also be the first time in three years that Apple's iPhone has raised prices, mainly due to the rise in component prices and the exchange rate of the US dollar.

　　Zhu Jiatao, an analyst at research firm Canalys, told Yicai.com that the supply chain of the iPhone 14 is already on par with the iPhone 13, but the final shipments will still be adjusted according to market performance. Data from the supply chain shows that the stock of iPhone 13 is 90 million units.

　　The market expects that after Huawei loses the high-end machine market, Apple's market share in the domestic high-end machine market is expected to further expand. However, due to factors such as global inflation and economic weakness, the smartphone market as a whole is facing greater challenges. "The global economic downturn will have an impact on the industry as a whole, and even the high-end machine market is not without impact at all." Zhu Jiatao told the first financial reporter.

　　Apple shares have fallen nearly 5% over the past five sessions. Apple's stock has fallen more than 12% this year.

　　The imminent release of the iPhone 14 has also affected Apple's Chinese supply chain companies. However, the market reaction was mixed. The share price of iPhone OEM Luxshare Precision (002475.SZ) has risen by more than 15% in the past three months; while the share price of Apple earphone supplier Goertek (002241.SZ) has fallen by about 10% in the past three months. 20%.

　　Luxshare Precision released its semi-annual report last month, showing that the revenue in the first half of the year reached 82 billion yuan, a year-on-year increase of 70%. In the second quarter, the revenue exceeded 40 billion yuan, a year-on-year increase of 49%. However, the profit in the first half of the year declined and increased year-on-year. 34.5%. In 2021, Luxshare Precision's largest customer will account for more than 74% of the company's revenue. The outside world believes that Luxshare's largest customer is Apple.

　　However, China's "fruit chain" enterprises also have a sense of crisis. Apple supplier Foxconn has expanded production in India, which means that the market share of Chinese suppliers may be cut in the future.

　　Ming-Chi Kuo predicted last month that Foxconn's production line in India may be synchronized with China's in the second half of this year, and the new iPhone 14 model with a 6.1-inch screen will be rolled out for the first time. Earlier this month, he updated his forecast, saying that the mass production of the iPhone 14 in India this year is still about six weeks behind China, but the gap has improved significantly. Therefore, it is reasonable to expect that India and China will be able to produce the new iPhone 15 in tandem next year.

　　It is widely expected that Apple is expected to release four iPhone models at this year's fall conference, namely iPhone 14, iPhone 14 Max, iPhone 14 Pro and iPhone 14 Pro Max. The iPhone mini is expected to be withdrawn from the market this year as the sales of the iPhone mini have not been outstanding since its launch.

　　The latest iPhone 14 and iPhone 14 Max may be equipped with the same A15 chip as the iPhone 13 series released last year, but Ming-Chi Kuo predicts that the iPhone 14 Pro series is expected to be equipped with a new A16 chip processor. In addition, Apple’s iPhone 14 series is also expected to feature a 48-megapixel camera sensor for the first time, compared to the 12-megapixel iPhone 13.

　　The new version of the Apple Watch is also worth keeping an eye on. Analysts expect this year's Apple Watch to be a blockbuster launch. Apple is likely to release at least three versions of the Apple Watch, the Apple Watch Series 8, the Apple Watch SE 2, and a dedicated premium version for athletes, the Apple Watch Pro, which may be announced as Apple nears the end of the event "one more thing".

　　In the invitation letter for this year's Apple conference, the background of the cosmic starry sky is vaguely displayed, and the slogan "Far out" is written, and people also use this slogan to guess what it may indicate. There are currently two explanations. One is that the iPhone Pro may be equipped with a telephoto lens, which increases the current 3x zoom of the phone to 10x or even 40x, in line with the competition from Samsung and Huawei; the other explanation is that Apple may launch A long-rumored emergency satellite connectivity feature that can send emergency short messages and more even in areas without cellular coverage.

　　Analysts told Yicai.com that the so-called "direct connection" of mobile phones to satellites will be low-speed, a narrow-band solution that can only be used in certain circumstances, and can only support information transmission of small data volumes, but cannot yet support Internet bandwidth.