Tech
Apple expects iPhone sales up 10%+ as one-third of owners may upgrade for 5G – 9to5Mac
Supply-chain reports point to Apple gearing up for double-digit growth in iPhone sales next year, with signs suggesting that a high proportion of iPhone owners will upgrade for 5G.
One Apple analyst believes that Wall Street is underestimating the iPhone’s prospects for 2020 and beyond…
NordVPN
Wedbush bases its optimistic view on a mix of factors, starting with early supply-chain signals.
Looking ahead and coming off our recent Tech Asia trip, we believe the underlying iPhone demand remains comfortably ahead of Street/original expectations for FY20 with 185 million/190 million units now the line in the sand for Apple to hit with positively trending ASPs.
We believe iPhone 11 is just the front end of this current “supercycle” for Cupertino with a slate of 5G smartphones set to be unveiled in September that will open up the floodgates on iPhone upgrades across the board that the Street continues to underestimate. There are at least five iPhone versions that will launch in 2020 with the main event the 5G launch in September that could include a number of versions/models, although those final specs will not be finalized by Apple likely till the April timeframe with the supply chain (and investors) eagerly awaiting this flagship launch.
Importantly for initial 2020 builds, our supplier checks indicate a double digit increase for expectations for overall units (10%+ y/y) as the early views of 5G phones coming out next September appear to be very robust from suppliers.
There are roughly 900 million iPhone owners at present, and Wedbush believes that more than a third of them are likely to upgrade for 5G next year.
To this point, we believe 200 million units could be the starting point for 5G Apple smartphone demand as roughly 350 million iPhones within the 900 million installed base of Cupertino are currently in the window of an upgrade opportunity.
The analysts say that while they paint a rosier picture than the Wall Street consensus, Apple has already demonstrated an ability to exceed expectations.
A year ago Cupertino was facing major Herculean-like challenges around lagging China demand, tariff escalation on the horizon, increasing competition on smartphones, and trailing Samsung and others in the key 5G race.
Investors were throwing in the towel on the name with many on the Street thinking the Apple growth story was over and in the rearview mirror.
Defying the skeptics, Cook in his finest hour in our opinion led Apple to successfully battle through China growth struggles, settle its long standing lawsuit with Qualcomm (and acquire Intel’s Smartphone modem business to catalyze its 5G efforts), develop and bring to market its trifecta of iPhone 11s, which has been a major consumer success out of the gates, and most importantly play a game of poker with the tariff China black cloud that worked out in a Picasso-like fashion for Apple.
This follows an even more bullish suggestion that Apple expects 100M orders for the iPhone 12 next year, compared to around 80M for the iPhone 11.
Image: Shutterstock
FTC: We use income earning auto affiliate links. More.
Check out 9to5Mac on YouTube for more Apple news:
The personal information of some Nothing customers has hit the web.
As discovered by Android Authority, a file on a text file-sharing website contains a bunch of Nothing Community profiles. While some of the data is here public information, like usernames, comments and join dates, private information, namely emails, are also visible.
Digging into it further, Android Authority says it couldn’t find any evidence of passwords being leaked. It also notes that the data appears to be from 2022 and affects roughly 2,250 Nothing Community profiles, including some for community managers.
Of course, despite Android Authority‘s investigation, there’s always the chance that other info could have been leaked. Therefore, you might want to keep an eye on your info for any strange activity on top of changing your password.
Android Authority says it’s still awaiting comment from Nothing.
Source: Android Authority
In this episode of the BikeRadar Podcast, George Scott and Jack Luke look back over the best MTB tech they sniffed out at Sea Otter 2024.
Neko Mulally’s bonded DH frame is discussed, alongside the much anticipated Maxxis Aspen ST tyres, which have been teased by professional riders over the past couple of years.
George and Jack also share their thoughts on Atherton’s new S-Range alloy bikes, with the S.170 making its trade show debut after being released in February.
We’ve also put together an article on all the new and oh-so-shiny MTB tech from the show, so be sure to check that out.
How to subscribe to the BikeRadar Podcast
The BikeRadar Podcast takes you to the heart of the issues that matter for bike riders, whether you’re a roadie, mountain biker, gravel rider or commuter.
From the latest tech news, reviews and debates, to interviews with the biggest and most interesting personalities in cycling, the podcast is your direct line into the BikeRadar team.
To make sure you don’t miss a future episode, you can subscribe via Apple, Spotify or wherever you get your podcasts.
Apple has probably stopped production of its poorly-received FineWoven cases for the iPhone, but a new report from the same herald of its death says there is one last set of seasonal colorways coming.
Now according to leaker Kosutami, who first reported the cancellation, there could still be one more push for the FineWoven cases.
Pressed on the rumor, Kosutami emphasizes later in the same thread that if this is correct, it will be for only one more season. It’s now almost eight months since the launch of the iPhone 15 range, so it’s unlikely that there is to be a new mid-cycle color of the iPhone, but perhaps there can yet be new colors for the FineWoven cases.
Consequently, this rumor can at best be said to be possible, especially if Apple had already committed resources to the new colors. However, since FineWoven has proven to be startlingly poor at stain resistance or even just durability, it’s more believable that it is gone for good than it is that FineWoven will get a last hoorah.
Bird flu virus found in grocery milk as officials say supply still safe – The Washington Post
Taxes should not wag the tail of the investment dog, but that's what Trudeau wants – Financial Post
Penetang couple 'saddened' after complaint forces folk art removal – MidlandToday
Silver investment demand jumped 12% in 2019
12 Bizarre Things People Did Just To Make Social Media Content
Global Media Markets, 2015-2020, 2020-2025F, 2030F – TV and Radio Broadcasting, Film and Music, Information Services, Web Content, Search Portals And Social Media, Print Media, & Cable – GlobeNewswire
-
Health23 hours agoSee how chicken farmers are trying to stop the spread of bird flu – Fox 46 Charlotte
-
Science22 hours ago
Osoyoos commuters invited to celebrate Earth Day with the Leg Day challenge – Oliver/Osoyoos News – Castanet.net
-
Politics22 hours ago
Haberman on why David Pecker testifying is ‘fundamentally different’ – CNN
-
News22 hours ago
Freeland defends budget measures, as premiers push back on federal involvement – CBC News
-
Economy22 hours ago
The Fed's Forecasting Method Looks Increasingly Outdated as Bernanke Pitches an Alternative – Bloomberg
-
Health20 hours ago
It's possible to rely on plant proteins without sacrificing training gains, new studies say – The Globe and Mail
-
Tech20 hours ago
Meta Expands VR Operating System to Third-Party Hardware Makers – MacRumors
-
Business21 hours ago
Gildan replacing five directors ahead of AGM, will back two Browning West nominees – Yahoo Canada Finance
