Apple's iPhone 15 series models undergo major adjustments, analysts predict mini super cycle

According to news on September 8, the latest report released by Daniel Ives, an analyst at U.S. investment bank Wedbush Securities, shows that Apple will launch an iPhone this year. The 15 series has made major adjustments in model proportions, and this change has been interpreted as entering a "mini super cycle." According to his analysis, iPhones in previous years The ratio of Pro models to standard models is 60:40. This year, the ratio of iPhone 15 Pro models will increase significantly to 75%, while the ratio of standard models will drop to 25%.

This adjustment has attracted widespread attention in the market, and analysts believe that Apple’s stronger positioning of the high-end market shows a deep understanding of user needs. According to the editor’s understanding, analyst Ming-Chi Kuo had previously predicted that the iPhone The shipment volume of 15 Pro Max will exceed 40%, showing that Apple has high confidence in the 6.7-inch high-end iPhone model.

Daniel Ives' report also pointed out that among the approximately 1.2 billion iPhone users worldwide, about a quarter have not upgraded their devices in more than four years. This situation is consistent with Ming-Chi Kuo's prediction that Apple will ship approximately 250 million iPhones in 2024, which also means that this year may usher in a "mini super cycle" to drive iPhone sales growth.

In addition, as more and more users flock to the more expensive iPhone 15 Pro device, the average selling price of iPhone is expected to exceed US$900 (approximately RMB 6,588). This shows that while Apple is constantly improving its product portfolio, it is also working hard to increase profit margins.

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