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Company News >> The LCD version of the iPhoneX has lowered its price or US$600. The competitiveness of domestic high-end machines has been weakened.
In the first half of 2018, the release of the flagship of domestic mobile phone manufacturers has come to an end. For the first time, Huawei, oppo, vivo and other domestic flagship mobile phone innovations have excited editors. With the innovation comes the high price of mobile phones, Huawei's flagship P20 Pro starting price starting at 4,988 yuan, with a revolutionary fingerprint under the vivo NEX price up to 4,498 yuan, OPPO's revolutionary flagship Find X also does not fall behind In Europe, the offer price is as high as 999 euros. With reference to the OPPO price strategy in the past, the domestic price may not be lower than the 4498 yuan in the vivo NEX.
Domestic mobile phone through innovation to break through the price ceiling is normal, however, the new iPhoneX launched in 2017 from the high price of 8399 yuan, according to the normal logic, the high price of Apple's new machine is conducive to domestic mobile phone manufacturers, so that the original budget is not so much Consumers are more likely to consider domestic high-end phones, but this situation is about to be ended by Apple.
In another three months, Apple's fall conference will begin. At the WWDC conference in June, no hardware products were released. At the fall conference, a number of iPhone, iPad, and Macbook and Mac product lines are expected to be updated. iPhone can basically confirm that there will be three full-screen mobile phones, of which 6.1-inch version uses LCD panels, the price is the lowest, starting at only 600 US dollars. Behind this is the result of the price cut between Apple and the supply chain. The double-lens module has a 10% price cut and the 3D structure has a 15% price cut.
Former KGI Securities analyst Guo Mingchi jumped to Tianfeng Securities and shortly released a report entitled "Apple Research: The 2018 New iPhone May Take a More Active Price Strategy," which mentioned that the price of iPhones will fall this year, and Apple will this year Released 5.8 inch OLED version, 6.5 inch OLED version, 6.1 inch LCD version of the three iPhone X, including 5.8 inch OLED version is an upgraded version of the existing iPhone X, priced at 800-900 US dollars, 6 The .5-inch OLED version costs between $900-$1,000, while the low-end 6.1-inch LCD version of the iPhone X costs $600-$700.
It can be seen that the price of the LCD version of the iPhone X is as low as 600 US dollars. Compared with the existing iPhone X starting at 999 US dollars, the threshold is significantly lowered. The reason for the price reduction is that in addition to changing the LCD panel instead of the AMOLED panel, only a part of it is more. Apple and the supply chain coordinated the new price, said the simple point is that Apple reduced the price of the supply chain.
According to a report from Citibank, the higher-priced parts of the iPhone X mobile phone are dual-lens modules and 3D sensitometric modules. Last year, the rear camera modules of the iPhone 8, iPhone 8 Plus, and iPhone X were 15, 26 respectively. And 29 dollars, the front is 6 dollars, iPhone 3 3D structural light module material cost price is 20 dollars.
This year's three iPhone X mobile phones, the price of 6.1-inch LCD version, 5.8-inch OLED version, 6.5-inch OLED version of the rear lens module is 13,26,26 US dollars, respectively, the front unified lowering Up to $5, 3D structured light will be $17.
According to Citibank's report, the dual-lens module is expected to drop between 6-10%, the 3D structure light drop is about 15%, and the material cost of the LCD version iPhone X mobile phone after the price reduction is between iPhone 8 and iPhone 8 Plus.
The starting price of Apple's new mobile phone is back to 5,000 yuan. In terms of current domestic mobile phones, Apple's price reduction is undoubtedly a downward pressure on the price of domestic flagship mobile phones. Domestic mobile phones must be more innovative in order to break through the "harvesting" of the new iPhone in the high-end market. In general, after Apple's autumn conference, the attractiveness of domestic mobile phone innovation may be due to the new iPhone. "Low-price" competition has weakened and domestic machines have become more difficult to seize their share in the high-end market.

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