Vala isikhangiso

Ngenkathi ikota yokugcina yekhalenda yonyaka odlule - mayelana nokuthengiswa kwe-iPhone - kube yimpumelelo ngempela kwa-Apple, kusenombuzo omkhulu esikhathini esilandelayo. Umqedazwe wamanje we-COVID-19 ikakhulukazi unomthelela omkhulu esimweni samanje. Kokubili okwamasheya nokukhiqiza. Nokho, abahlaziyi abaningi basalokhu benethemba futhi bakholelwa ukuthi isimo esikhona manje sizoba okwesikhashana. Omunye wochwepheshe onalo mbono nguDan Ives waseWedbush, obikezela i-supercycle ye-Apple mayelana namamodeli we-iPhone walo nyaka.

Ngokusho kuka-Ives, izehlakalo zamasonto ambalwa edlule zinyakazise i-ecosystem ye-Apple ngezinga elithile mayelana nokuhlinzekwa kanye nesidingo. Kodwa ngamazwi akhe, ukholelwa ukuthi isimo esingesihle esikhona manje sizoba okwesikhashana. U-Ives uyaqhubeka nokubikezela i-supercycle ye-Apple ezinyangeni eziyi-12 kuya kwezingu-18 ezizayo, eqhutshwa ikakhulukazi ama-iPhones azayo anoxhumo lwe-5G. Ngokusho kwakhe, i-Apple ingabheka phambili "esivunguvungwini esiphelele sesidingo" sama-iPhones amasha kulokhu kuwa, nabantu abayizigidi ezingama-350 okuyiqembu elingase liqondiswe ekuthuthukisweni, ngokusho kuka-Ives. Kodwa-ke, u-Ives ulinganisela ukuthi i-Apple ingakwazi ukuthengisa ama-iPhones ayo ayizigidi ezingama-200-215 ngekota kaSepthemba.

Iningi labahlaziyi liyavuma ukuthi i-Apple lokhu kuwa izokwethula ama-iPhones anokuxhumana kwe-5G. Ngokusho kochwepheshe, yilesi sici okufanele sibe ukukhanga okuyinhloko kwamamodeli amasha. Ochwepheshe abaphiki ukuthi isimo samanje (hhayi kuphela) siyinkimbinkimbi futhi sidinga i-Apple, kodwa ngesikhathi esifanayo baphikelela emibonweni ye-supercycle. Ngokusho kwabahlaziyi, umkhakha wezinsizakalo kufanele futhi ube nesabelo esikhulu semali engenayo ye-Apple kulo nyaka - kulo mongo, uDan Ives ubikezela imali engenayo yonyaka ka-Apple efinyelela kumadola ayizigidi eziyizinkulungwane ezingama-50.

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