Times Weekly Reporter Fan Wenqian
At 1:00 am on September 16, the annual "Science and Technology Spring Festival Gala"- Apple (AAPL.NASDAQ) 2020 Autumn New Product Launch Conference was held in Apple Park. Compared with the previous update of Weibo after the press conference, AppleCEOCook spared no effort in this publicity, publishing two Weibos in a row within 6 hours to build momentum, but the number of comments and likes at the bottom is far less. in previous years.
Affected by the new crown pneumonia epidemic, Apple will move its autumn new product launch conference online for the first time. The entire conference only lasted about an hour, and was called the "shortest in history" Apple conference. At the
conference, Apple launched iPad Air 4, iPad 8 and two new watches Apple Watch Series 6, Apple Watch SE, and " Apple Family Bucket" Apple One service. As previously predicted by the outside world, the much-watched iPhone 12 series was absent from this conference. This is also the first time for the new iPhone to be absent from Apple's September new product conference in eight years. Some analysts predict that the epidemic has dragged down the production capacity of and Apple’s , causing the iPhone 12 series to be "difficult to produce." The mass production shipment will be in early October at the earliest. The absence of
iPhone 12 greatly disappointed many netizens who originally had expectations. Some netizens commented on Cook's Weibo: "This is over?" "Why is there no iPhone 12?" Before the press conference of
, Apple The stock price rose by more than 3% at one time, but due to the lack of surprises at the press conference, its stock price fell 1% after the press conference and closed slightly up 0.16%.
Apple released the "strongest" chip A14
. Although there is no iPhone 12, this conference is not without highlights. At the time when Huawei chip supply was cut off, Apple released the 5nm process A14 bionic chip.
It is understood that the A14 bionic chip is the world's first mass-produced chip with a 5nm process technology, which is manufactured by TSMC . Compared with the 7nm chip, the A14 has a significant improvement in technology. Among them, the CPU running speed is increased by 40%, the graphics processing capacity is increased by 30%, and the machine learning calculation speed is 10 times faster than before. This makes it easy for users to edit 4K video, and the performance of the game will be comparable to that of the PC, further improving work efficiency. The
chip is carried on the new generation iPad Air released this time.
mobile phone industry analyst Wang Yunhui believes that the A14 chip not only represents stronger performance, but also means lower power consumption. It will power the upcoming iPhone 12 smartphone. In addition to the leap in processor and performance, the appearance of the iPad Air 4 is also very different from the past. It does not support Face ID, but integrates Touch ID into the power button on the top to achieve "one button, two functions"; in addition to silver and gray, three colors of rose gold, green and sky blue are also added . In terms of the price of
, the iPad Air 4 is a bit more expensive than the previous generation, starting at 4799 yuan for the 64GB version and 5999 yuan for the 256GB version.
Compared with the high-end iPad Air 4, the entry-level product iPad 8 does not have many bright spots, but it is better than the price. The 32GB wireless LAN model is only 2499 yuan, and the 128GB wireless LAN model is 2999 yuan. In the words of Apple ,
is "special ability, great value".
Netizens called Apple Watch "true fragrance"
In addition to iPad, watch products are also the focus of people's attention at this conference. The epidemic has caused people to pay more attention to health issues, and the new Apple watches have also added new functions in terms of health in due course.
Based on the previous sleep monitoring function and hand washing monitoring function, Apple Watch Series 6 has added blood oxygen monitoring function. Through the new infrared light sensor and redWith LED light, Apple Wach Series 6 can monitor the user's blood oxygen level and complete a test cycle within 15 seconds. At the same time, it can also be tested regularly. The measured user's blood oxygen level will be recorded in the health app.
Apple chief operating officer Williams (Jeff Williams) said that blood oxygen saturation is a good indicator of the health of the entire respiratory system. In terms of design, Apple Watch Series 6 focuses on personalization and fashion. It not only has more choices in colors and materials, but also can customize the Memoji dial of the personal image.
Apple's official website shows that the price of Apple Watch Series 6 is 3199 yuan, while the price of Apple Watch SE starts at 2199 yuan, which makes many netizens shout "true fragrance" and "excellent value."
Currently, smart watches represented by Apple Watch have severely impacted the traditional watch manufacturing industry. According to data from the consulting firm Strategy Analytics and Apple’s financial report, in 2019, Apple Watch shipments were 30.7 million units, while the entire Swiss watch industry shipped 21.1 million units in the same period.
supply chain companies’ stock prices all fell.
According to the latest third-quarter financial report of Apple , the iPhone’s net revenue of mobile phone products was US$26.42 billion, which accounted for 44% of total sales from 63% five years ago. . Driven by Apple watch and AirPods, wearable devices and service businesses account for an increasing proportion of revenue.
Although the proportion of mobile phone revenue is declining, the market is still quite disappointed that the iPhone 12 has not appeared at this conference. On September 16, the stock prices of A-share Apple supply chain companies fell collectively.
As of the close of trading on September 16, Lensi Technology (300433.SZ) stock price fell 3.7%, Goertek (002241.SZ), Lingyizhi (002600.SZ), Dongshan Precision (002384.SZ) stock price A decline of more than 2.5%, Luxshare Precision (002475.SZ), Oufeiguang (002456.SZ), Xinwei Communication (300136.SZ), Edifier (002351.SZ), etc. all closed down.
On the evening of September 14, Guo Mingchi, deputy director of the research and strategy department of Tianfeng International, predicted in his latest research report that the fastest mass production shipment time of the iPhone 12 series will be in early October; the shipment time of iPad Air and Apple Watch will be 9 Mid-month.
