![]() ![]() Apple is known to work several generations in advance, so for the company to be still deliberating about something as fundamental as the size of its next iPhone SE is highly unusual. It is believed to be considering 6.1" OLEDs from 2 suppliers as well as 5.7"-6.1" LCDs from 2 suppliers.” In a new supertweet to his premium followers, display specialist Ross Young revealed that “Apple has not yet finalized its display choice on the SE4. But that argument has lost weight as USB-C arrived and became ubitiquous on iPads and Macs, creating a self-imposed fracture of the company’s charging solutions.ġ1/01 Update: Apple’s iPhone design decisions continue to leak or, in this case, the lack of a decision. When Lighting was first introduced in September 2012, its compact reversible nature justified its existence over the irregular micro-USB. “It will be presented as a way to simplify charging across iPhones, iPads and Macs.” This is undoubtedly true, if somewhat disingenuous, given that Apple could have switched iPhones to USB-C years ago - after all, Apple itself was involved in developing the standard. “You can bet that when Apple announces the iPhone 15, the change won’t be described as government intervention,” says Gurman. While Apple didn’t specifically confirm it would fix a USB-C port to new iPhones, Gurman says they will indeed come to iPhone 15 models, implying that it will be for the full range rather than Pro/Ultra exclusive, as some leaks claim. “While Apple appears to be bitter that a government is intervening in its product road map, the move from Lightning to USB-C is actually a good thing for consumers,” argues Gurman. It means traders will have to navigate a complicated mix of iPhone unit sales, public response, and the over-arching global political backdrop.10/31 Update: writing in his latest Power On newsletter, Bloomberg’s Mark Gurman has thrown his weight behind USB-C coming to the iPhone 15 range, and described how Apple will present the switch to customers. On 15th December, the Trump administration will enact a new levy on Chinese exports a move that will impact 92% of Apple’s hardware. There’s another factor looming over this September’s iPhone event: Trump’s China tariffs. Source: Statista Impact of Trump tariffs? iPhone unit sales have flatlined since 2018 but Apple has increased revenue by jacking up the unit price. After last year’s sales slump, tonight’s event is still the biggest moment of the year for Apple. But the company still relies on iPhone for 55.6% of its business. The move has supercharged Apple’s ‘services’ revenue. New products and services include Apple Watch, Apple Music, Apple TV+, and the new Apple Card. Tim Cook still reliant on iPhoneĪs CCN.com reported, Tim Cook has been busy expanding the Apple business to reduce its reliance on iPhone sales. In contrast, tonight’s event is likely to be a quieter affair. Next year will usher in 5G and a complete design overhaul. The phones are expected to come in new colors and the more expensive models will feature wireless AirPod charging.Īnalyst Ming-Ch Kuo, who is renowned for accurately predicting Apple innovations, claims that Tim Cook is holding back for 2020. Headline rumors include the introduction of a third camera for ultra-wide images and enhanced video editing software. The new iPhone 11 range is expected to be a minor refresh rather than a dramatic overhaul. In other words, expect a small rise if the event is successful but a big plunge if it’s poorly received. The iPhone 5 event triggered an 18% loss. Last year, as iPhone sales tumbled, the stock fell 20% in the months following launch. What’s interesting about the numbers is how hard Apple falls when the iPhone launch disappoints. Tracked 60 days after the launch, Apple stock has traded positive nine out of the last 13 launches. The stock price in the two months after an iPhone launch is much more positive. ![]() A classic ‘buy the rumor, sell the news’ event.Ī better gauge of success is the longer-term horizon. Apple events are typically front-run by hype and rumors so there’s rarely much surprise when the event finally arrives. As you can see below, the stock fell or remained flat in eight of the last 13 events in the 24 hours after the reveal. Investors often have a negative knee-jerk reaction to Apple stock after big iPhone events. How will the stock react? Source: Twitter Apple stock performance one day after iPhone launches Apple will reveal the new iPhone 11 tonight with a third camera and new color ranges. But the following 60 days usually yield returns. But how will Apple stock react?īased on past performance, Apple investors tend to sell heavily immediately after the announcement. Apple is expected to launch three new iPhones: the iPhone 11, 11 Pro, and 11 Pro Max. Yep, it’s the annual iPhone reveal, coming live from the Steve Jobs Theatre in Cupertino on Tuesday. It’s the biggest day of the year for Apple and Tim Cook. ![]()
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