Original title: Foxconn has won a grand prize of 10000 yuan for recruitment. The new iPhone will face Huawei’s “out of print” competition. Who do you choose?
Editor: Lu Xiangyong, Du Hengfeng, Du Bo
Proofread by Zhao Yun
On October 4, Zhengzhou Foxconn idpbg (digital products business group) released a news of “partner plan bonus increase”, which said that Foxconn would pay 10000 yuan in a lump sum for job seekers recommended internally for more than or equal to 90 days of service and valid attendance for 55 days. In addition, when a job seeker has been on the job for a month, the person who introduces him will also receive a bonus of 500 yuan.
According to the China Securities Journal, there are idpbg, ipebg and other business groups in Foxconn’s Zhengzhou airport. Idpbg is a mobile phone assembly department and is currently assembling the iPhone 12.
The news of highly rewarded job seekers shows the urgent need for apple and Foxconn to ship the iPhone 12.
Also waiting are Huawei fans. It is reported that Huawei mate 40 series will be released on October 15, and BOC version will be postponed to October 22. Mate 40 will be equipped with 66W fast charging function. In addition to Huawei mate 40 series, Huawei nova8 series and glory V40 series will also be released in the near future.
Apple’s new machine will be released soon
Apple will launch the iPhone 12 globally on October 13, then order it on October 16 and ship it on October 23.
On September 22, @ tmall’s spokesperson released a high-definition photo of the iPhone 12 Pro Max in the color of “red and blue CP”. Of course, it’s not sure that this is the photo of the real machine.
According to foreign media reports, a twitter source recently revealed the price list of the full range of iPhone 12. The starting price of the lowest iPhone 12 Mini is $649 (about 4406 yuan), while the top version of the iPhone 12 Pro Max is up to 1399 US dollars (about 9498 yuan).
With the release time approaching, the production line is becoming increasingly tense. According to China Securities Journal, there are idpbg, ipebg and other business groups in Foxconn Zhengzhou airport. Idpbg is a mobile phone assembly department and is currently assembling the iPhone 12. A security guard at the plant said Foxconn’s Zhengzhou airport plant began hiring in July to assemble the iPhone 12.
A person from an iPhone supply chain company said that the company’s iPhone 12 phone parts supply is mainly for Zhengzhou Foxconn and Shenzhen Foxconn. Compared with previous years, the orders of iPhone industry chain in the third quarter of this year will be postponed, but the performance of industry chain companies in the fourth quarter and the first quarter of next year may be good. The first quarter is usually the off-season, but the first quarter of next year may be the peak season of Apple’s iPhone industry chain.
It is worth noting that on October 4, “Foxconn idpbg Zhengzhou general workers Recruitment” wechat company released a news of “partner plan bonus increase”. Foxconn idpbg Zhengzhou factory recommended job seekers who have been on the job for more than or equal to 90 days and have been available for 55 days, Foxconn will pay 10000 yuan at a time.
In addition, when a job seeker has been on the job for a month, the person who introduces him will also receive a bonus of 500 yuan. According to the authentication information, the subject of the wechat official number authentication is Hongfujin precision electronics (Zhengzhou) Co., Ltd.
Previously, Guo Mingji, an analyst at Tianfeng international, predicted that all iPhone 12 models would be free of the accompanying headphones and chargers to reduce costs. The iPhone 12 series will not support power consuming 120Hz (monitor update frequency).
In terms of price, Guo believes that although the material cost of the iPhone 12 has increased significantly due to the support of 5g, he believes that Apple’s goal is to maintain the price of the iPhone 12 similar to that of the iPhone 11, so as to replicate the successful experience of iPhone 11 sales.
At present, Apple’s iPhone has 1 billion users in the global market. For iPhone users who are looking forward to 5g mobile phones, it may set off a wave of machine rotation. CICC pointed out that the iPhone 12 could become the most popular iPhone in the past six years. It is estimated that among the more than 1 billion existing iPhone users, 72% of the iPhone users with models in 2017 and earlier are in stock, and the potential replacement demand is expected. The iPhone 12 is expected to stimulate the accumulated demand for phone replacement, supporting the return of iPhone sales to double-digit positive growth after five consecutive years of decline.
Apple concept stocks rose against the trend since September
It is found that 90 Apple concept stocks in the A-share market have a total market value of nearly 2.6 trillion yuan, and all the leading industries are listed, including Li Xun precision, industrial Fulian and BOE a with a market value of more than 100 billion yuan.
From the perspective of market performance, since September, the average decline of 90 Apple concept stocks has exceeded the Shanghai Composite Index in the same period, less than 30 have outperformed the large cap stocks, 19 stocks have risen against the trend, and 4 stocks including haimuxing, oufeiguang and Jingwei Huikai have fallen by more than 20%.
Amway shares have gained the most since September, nearly 23%. The company said on the interactive platform in July this year that it would sign a development and supply framework agreement with Apple Inc., mainly providing eco functional synthetic leather materials for the OEM factories and related enterprises designated by Apple products and accessories.
Many of the stocks in Apple’s industrial chain are technology stocks. Although the performance of technology stocks has been sluggish in recent years, some stocks have been favored by smart funds. Statistics show that since September, more than 30 institutions have investigated Apple’s concept stocks, including 15 stocks.
Mate40 may be released in October
Visual captalist, a research organization, has released a chart of global leading brands of science and technology products based on the latest market share data of 2020 Q2. Among them, domestic mobile phone manufacturers have accounted for half of the world, and Huawei, in particular, has ranked first. Specifically, in the smartphone market, Huawei ranks first with a market share of 20%, while Samsung also has a 20% market share. Apple ranked third with a market share of 14%, followed by Xiaomi (10%), oppo (9%), vivo (8%) and Lenovo (3%).
Image source: visual captalist
On August 7, at the 2020 summit of the 100 people’s Conference on information technology in China, Yu Chengdong, CEO of Huawei’s consumer business, said that Huawei’s flagship mobile phone mate 40 will be released this autumn, with the new Kirin 9000 chip.
Yu Chengdong said that Qilin 9000 will have stronger 5g capability, stronger AI capability, stronger CPU and GPU capability. “Unfortunately, due to the second round of US sanctions, our world’s leading terminal chip will be out of print.”
Yu Chengdong said that in the past decade or so, Huawei’s exploration in the field of chips has gone from a serious backwardness to a relatively backward, to a leading position, to being blocked. “We have invested a lot in R & D, but unfortunately Huawei is not involved in semiconductor manufacturing. We only do chip design, not chip manufacturing. Many of our powerful chips can’t be made. We said that to solve these problems, we need technological innovation, technology, technology. ”
As for the annual mobile phone sales, Yu Chengdong said that Huawei’s chip reserves were insufficient due to the second round of US sanctions, and Huawei’s annual mobile phone sales are expected to be lower than the same period last year. In 2019, Huawei will sell 240 million mobile phones.
On September 14, Yu Chengdong sent a video again, saying that “please wait a moment, everything will come as scheduled” for the new generation of mate mobile phones. The industry predicts that mate 40 may be released in October.
Image source: video capture