A brand new analysis report from Ming-Chi Kuo has revealed attention-grabbing particulars relating to the launch plans for Apple in 2021. The report states that the Cupertino primarily based big is not going to launch a brand new iPhone SE in the primary half of 2021, whereas the elevated competitors inside its provide chain may trigger a shift in standing among the many suppliers.
The report from the recognized analyst additionally provides that the market is underestimating the affect of elevated competitors on Taiwan’s Genius Digital Optical (GSEO). Moreover, it’s acknowledged that the principle motive for the GSEO’s income in October being decrease than expectations was resulting from elevated competitors between Largan and Semco.
As first reported by ITHome, whereas the market had anticipated a brand new iPhone SE mannequin launching in the primary half of 2021, Kuo’s report means that this may not be the case. The report additionally talks about elevated competitors throughout the provide chain of Apple. The first motive for the delayed iPhone SE 2021 launch remains to be unknown. Though, the report states that the market is overestimating the extremely vast angle lens orders GSEO might need obtained. In different phrases, GSEO is predicted to have its orders fall from 50 p.c of the iPhone 12 sequence to 30% of the iPhone 13 sequence.
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