On October 4, Zhengzhou Foxconn iDPBG (digital product business group) released a news about “Partner Plan Bonus Plus”. The news stated that internally recommended job applicants had been employed for more than or equal to 90 days and had valid attendance for 55 days. Foxconn will issue a one-time payment of 10,000 yuan. In addition, when the job applicant has been employed for one month, the person who introduced the job will also receive a 500 yuan bonus.

According to the China Securities Journal, there are business groups such as iDPBG and iPEBG in the Foxconn Zhengzhou Airport factory. iDPBG is a department that assembles mobile phones and is currently assembling iPhone 12.

The above “rewarded” job applicants’ news shows that Apple and Foxconn have an urgent need for iPhone12 shipments.

Also eagerly waiting for Huawei fans. It is reported that Huawei Mate40 series will be released on October 15th, and the National Bank version will be postponed to October 22nd. Mate40 will be equipped with 66W fast charging function. In addition to Huawei Mate40 series, Huawei Nova8 series and Honor V40 series will also be released. Recently released.

Apple’s new machine will be released soon

Earlier there was news that Apple would release the iPhone 12 globally on October 13, then open the subscription on October 16, and go on sale on October 23.

On September 22, @天貓 Speaker once released a high-definition photo of iPhone12 Pro Max on Weibo, using the “red and blue CP” color scheme. Of course, it is not yet certain that this is the actual photo.

According to foreign media reports, recent whistleblowers on Twitter revealed the full range of iPhone 12 price lists. The lowest iPhone 12 mini starts at $649 (approximately 4,406 yuan), and the top version of the iPhone 12 Pro Max is as high as $1399 (approximately 4,406 yuan). Total 9498 yuan).

The release time is approaching and the production line is getting tighter. According to the China Securities Journal, business groups such as iDPBG and iPEBG are distributed in the Foxconn Zhengzhou Airport factory. iDPBG is a department that assembles mobile phones and is currently assembling iPhone 12. A security guard in the factory said that in order to assemble iPhone12, Foxconn Zhengzhou Airport factory started to recruit workers in July.

An iPhone supply chain company said that the company’s iPhone 12 mobile phone parts supply is mainly for Zhengzhou Foxconn and Shenzhen Foxconn. Compared with previous years, the iPhone industry chain orders in the third quarter of this year will be delayed, but the performance of the industry chain companies in the fourth quarter and the first quarter of next year may be good. The first quarter is usually a low season, but the first quarter of next year may be the peak season for Apple’s iPhone industry chain.

It is worth noting that on October 4, the “Foxconn iDPBG Zhengzhou General Workers Recruitment” WeChat public account released a news about “Partner plan bonus increase”. For job seekers recommended by Foxconn iDPBG’s Zhengzhou plant for more than or equal to 90 days and effective attendance for 55 days, Foxconn will pay 10,000 yuan in one lump sum.

In addition, when the job applicant has been employed for one month, the person who introduced the job will also receive a 500 yuan bonus. The certification information shows that the main body of the WeChat public account certification is Hongfujin Precision Electronics (Zhengzhou) Co., Ltd.

Previously, Tianfeng International analyst Ming-Chi Guo predicted that all iPhone 12 models will cancel the free headset and the free charger to reduce costs. The iPhone 12 series will not support the power consumption 120Hz (display update frequency).

From the perspective of price, Ming-Chi Kuo believes that although the material cost of iPhone 12 has increased significantly due to 5G support, he believes that Apple’s goal is to maintain the price of iPhone 12 similar to that of iPhone 11 in order to replicate the successful experience of iPhone 11 sales.

At present, Apple iPhone has 1 billion users in the global market. For iPhone users looking forward to 5G mobile phones, it may set off a wave of replacements. CICC pointed out that iPhone 12 may become the most popular iPhone in the past 6 years. According to estimates, among the more than 1 billion iPhone users in stock, 72% of iPhone users hold models of 2017 and earlier, and the potential replacement demand is expected. iPhone 12 is expected to stimulate accumulated replacement demand and support next year’s iPhone sales to return to double-digit positive growth after five consecutive years of decline.

Apple concept stocks have risen against the trend since September

A review found that the latest market value of 90 Apple concept stocks in the A-share market totaled nearly 2.6 trillion yuan, and industry leaders are listed, including Luxshare Precision, Industrial Fulian, and BOE A, which have a market value of more than 100 billion yuan.

From the perspective of market performance, since September, 90 Apple concept stocks have fallen more than the Shanghai Composite Index over the same period on average, outperforming the large-cap stocks by less than 30, and 19 stocks have risen against the trend. A drop of more than 20%.

Among the stocks, Amway has the largest increase since September, close to 23%. The company said on the interactive platform in July this year that it will sign a development and supply framework agreement with Apple Inc., mainly for Apple’s products and accessories designated Foundries and related companies provide ecologically functional synthetic leather materials.

Many stocks in the Apple industry chain are technology stocks. Although the performance of technology stocks has been sluggish this year, there are still some stocks that are favored by smart funds. Statistics show that since September, funds or leveraged funds have been added to the north, and there are 15 Apple stocks that have been investigated by more than 30 institutions during the year.

Mate40 may be released in October

The research organization Visual Captalist released a chart of global leading brands of technology products based on the latest market share data of 2020 Q2. Domestic mobile phone manufacturers have accounted for half of the world, especially Huawei, which has ranked first. In the smart phone market, Huawei ranks first with a market share of 20%, while Samsung also has a market share of 20%. Apple ranked third with a market share of 14%; followed by Xiaomi (10%), OPPO (9%), vivo (8%) and Lenovo (3%).

Image source: Visual Captalist

On August 7, at the 2020 Summit of the China Information Technology Hundreds, Huawei’s consumer business CEO Yu Chengdong said that Huawei’s flagship mobile phone Mate 40 will be released this fall, equipped with the new Kirin 9000 chip.

Yu Chengdong said that Kirin 9000 will have more powerful 5G capabilities, more powerful AI capabilities, and more powerful CPU and GPU capabilities. “Unfortunately, due to the second round of US sanctions, our world’s leading terminal chip will be out of print.”

Yu Chengdong said that in the past ten years, Huawei’s exploration in the field of chips has changed from seriously backward, relatively backward, leading, to being blocked. “We have invested huge research and development, but unfortunately, in the field of semiconductor manufacturing, Huawei did not participate. We only do chip design, no chip manufacturing. Many of our very powerful chips cannot be manufactured. We said that to solve these problems, we need technology. Innovation, technology, technology, technology.”

Regarding the annual sales of mobile phones, Yu Chengdong said that due to the second round of US sanctions, Huawei’s chip reserves are insufficient. It is expected that Huawei’s annual mobile phone sales will be lower than the same period last year. In 2019, Huawei’s mobile phone sales were 240 million units.

On September 14th, Yu Chengdong posted a video again. For the new generation of Mate series phones, he said, “Please wait a moment, everything will arrive as scheduled.” The industry predicts that Mate40 may be released in October.

Image source: video screenshot