Goldman Sachs: iPhoneSE sells about 12 million a year

Taiwan media news Japanese Economic News reported on 20, the Japanese Goldman (Goldman Sachs Japan) (Apple Inc.) estimated Apple New low-priced iPhone (Note: the expected annual sales in March 21st) only about 12 million, accounting for 5% of the overall sales. Mizuho Securities analyst Nakane Yasuo (Yasuo Nakane) also believes that Japan will iPhone parts suppliers difficulties continue, because the overall yield will not increase, the lack of new function means that the parts prices can not rise.

Mizuho Securities estimates next year (as of the end of March 2017) Murata group net profit for the year minus 17% to 171 billion 700 million yen ($1 billion 530 million). SMBC Nikko Securities analyst Hiroharu Watanabe also expects apple iPhone parts suppliers Alps electric (Alps Electric) 2017 annual interest group camp fear will decline. Reported that, including wireless charging, OLED panels and other new features may not appear in the fall of 2016, the new iPhone ultimate.

British Financial Times reported on the 20 day, Creative Strategies analyst Bajarin estimates of the smart phone screen size of only 4 of the overall market demand of about 15% of the Ben. Kantar Worldpanel ComTech research director Carolina Milanesi also pointed out that only 1/3 of U.S. mobile phone buyers prefer to use the screen size of less than 5 inches.

FactSet 18, pointed out that analysts have apple 1-3 2016 earnings per share estimate from $2.37 to $2 under repair.

CNBC reports, Apple CEO Tim Cook (Tim Cook) in January 26th earnings conference call that the Greater China region (including Mainland China, Hongkong, Taiwan Chinese) some economic weakness, especially in the Hongkong market. 2015 10-12 Apple Greater China revenue increased by 14% year on year, the lowest since the 7-9 month in 2014, the lowest growth rate, compared with the 7-9 month in 2015, the annual growth rate greatly reduced by 85 percentage points.

Hongkong Retail Management Association announced that in January 2016 Hongkong retail sales decreased by 6.5%, lower than the level of the previous month for eleventh consecutive months. 2015 Hongkong retail sales decline of 3.7%, more than the decline in the SARS period in was even worse, for the past second years to pay a negative growth report card in 2003.

The Dow Jones Industrial Average Index rose 0.11%, apple 18, $105.92; so far in 2016 rose 0.63%. IPhone accounted for more than 2/3 of Apple's revenue last quarter.

So far in 2016 Murata, Alps electric (see photo) shares fell 19.86% and 37.38%, worse than the Nikkei 225 index (down 12.13%).

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