On May 28, with the upcoming release of Apple next generation
iPhone, associated rumors, but had not broken, today inside Foxconn
has once again exposed the latest news about iPhone 5S. According
to Foxconn's internal news show, Apple iPhone 5S screen border will
become narrower. At present, the company began production of this
preparation on the screen, September shipment.
In addition, there is news showed that it will have 1.5 million
the number of pixels on the screen of the iPhone 5S, and would
continue to use a 4-inch screen. Compare with the iPhone 5, iPhone
screen resolution of 5S will be greatly enhanced.
In accordance with past habits of Apple products, iPhone 5 and
iPhone 5S design is basically the same, screen 4 inches screen
ratio remained 16:9. If this is true, then Apple iPhone 5S screen
resolution will up to 1630x920 pixels .
Apple's supply chain to the China Securities news reporters,
Apple launched the "low end" iPhone 5S (provisional name) have
turned to the probability of the event. These people said, Apple
launched the iPhone in the second half of the 5S, the relatively
low-end version will be powered by a sale at this "low-end"
iPhone5S sells price estimated at around 3,000RMB. Touch screen of
most concern in the industry standard, in-cell standard abandoned
due to cost reasons, GF2 standards will be adopted for use in
iPadMINI. For the sales of products, supply chains are more
optimistic.
Rumors about the low-end iPhone 5S will be published. Serious
test of the growth due to Apple's recent performance, together with
the company is done on the iPad for the corresponding try this
rumor more and more concern in the industry.
According to the supply chain sources, Apple released iPhone 5S
in the second half has a relatively low order of products when
introduced, namely market rumors is the cheaper version of the
iPhone for a long time. Of course, cheap is just as opposed to
iPhone, this model the price equivalent to 3,000 RMB, and
Smartphones as a whole is still on the high end.
Analysts believe that Apple pricing reasons, in addition to
cost, there are considerations based on iPhone's own brand value,
if the pricing of the product less than 2,500 Yuan or even lower,
adverse impact on brand value to the iPhone.
The Cabinet, low-end iPhone 5S plastic enclosure will be used.
Due to material causes, iPhone only black and white two colors to
choose from in the past, and this product due to the plastic
casing, will make its colors significantly richer. The supply chain
people said, multi-color low-end iPhone 5S strategy, not only
targeted appeals, will also bring the whole new wave in Smartphone
industry.
This year apart from Apple, and OGS in the industry (One glass
solution) manufacturers also more stained glass in product research
and development, more color will be a trend of smartphones this
year.
IPhone5 uses the industry's most advanced in-cell technology for
the preceding period, kept Apple's established high-end
positioning, but yield issues also affect the distribution of
iPhone5 early progress. It is learnt that, due to the continuing
high costs so far, low-end iPhone 5S will abandon this standard,
iPad MINI touch-screen standard used by the GF2.
Market participants believe that Apple's move would not only
improve the iPhone in Smartphone market share, will also open two
or three markets in China a huge market space. The supply chain
people said the industry for this type of sale is reasonably
bright.
Market cooperation, China Mobile will be "low end" iPhone 5S
important driving force. It is learned that the "low end" iPhone 5S
TD-SCDMA format will be supported, China Mobile will provide
support the product promotion in China. Besides, if the size of
iPhone 5S is the same with iPhone 5, so you can use the iPhone 5
cases to dress up your beloved iPhone 5S, just like use
bling
iPhone 4 cases to match up your iPhone 4S.
ITO Film supplies tight
Due to Taiwan's news that the GF2 is selected by Apple for ipad5
touch screen standards, there is no doubt that if low-end iPhone
final 5S GF2 officially confirms that "low-end" iPhone 5S standard
on the touch screen to select this year's supply of ITO Conductive
Film had a huge impact.
GF2 more traditional touch-screen films one less layer of
membrane structure, but film requires more high. For technical
reasons, the vendors of these products are primarily for the Japan
business. Recent Japan supply chain trends have indications, media
reports, Japan leading East of ITO Conductive Film will continue
expansion in the second half of this year, GUNZE also plans to
invest 1 billion yen to redevelop transparent conductive film touch
panel key material capacity.
Because of ITO Conductive indium tin oxide film raw material
comes from the rare earth is subject to the supply of rare earths,
Japan's production capacity has been tight, the early stage of
ipadMINI orders and buoyant domestic demand in China has made Sun
East production of ITO Conductive Film supplies chronically tight
State.
In China except the Ou Feiguang and Vanson shares, to ITO
Conductive Film production businesses, not many quality is
difficult and the Japan match. In Apple's supply chain, driven by
Japan prior to China's supply of ITO Conductive Film, a large part
of this year will be transferred to Apple, this will adversely
affect the touch panel industry in China. But Ou Feiguang and
Vanson shares, ITO Conductive Film was in short supply, will be a
positive impact. Guosen securities research report finds that
Vanson shares as the first breakthrough in Japan monopoly producer
of ITO thin films, will enjoy the "high growth" + "route
alternative" + "import substitution" threefold good.
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