It's been a little over a month since Apple Pay was released in Korea.
As expected, the number of new customers of Hyundai Card increased by about 203,000, ranking
unrivaled among the eight card companies in Korea.
Above all, this can be said to be the result of Hyundai Card's high-risk, high-return strategy,
which secured an exclusive position in Apple Pay.
Chung Tae-young, CEO of Hyundai Card, revealed that the number of subscription tokens exceeded 2 million in the 3 weeks
since Apple Pay was launched in Korea,
the subscriber usage rate was 60%, and NFC terminals were causing a shortage.
On the other hand, the pattern that has been attacked with the typhoon in a teacup phrase for the past 16 years
seems to be turning into a cut-off,
saying that Apple Pay has been released in Korea, but iPhone sales have not increased.
Even those who are watching the video right now
will think that it is natural that iPhone sales are not increasing.
In the channel, I talked about the timing of Apple
Pay's release in Korea and the connection with iPhone sales,
but since the iPhone is released every year, and due to the nature of electronic products,
new iPhone purchases peak from September to January.
After that, sales drop sharply as most customers go into zoner mode
waiting for the next new purchase.
If the Apple Pay service had only been launched last December, sales would have increased.
Now, since various news has already been reported
that the iPhone 15 series will enter more zone mode,
including the USB-C type, the potential purchasing power of the iPhone
15 is at an all-time high,
and the number of Apple Pay users will increase dramatically after the release of the iPhone 15.
will. Well, then, I will summarize
all the key contents that came out until the end of April of the iPhone
15 series that everyone has been making so far.
Recently, 9to5 Mac announced that
the previously known solid state button plan of the iPhone
15 has changed through CAD.
In the news that has been around since last year,
rumors have circulated that the iPhone 15 will have a haptic-based solid-state button,
but it has been reported that Apple,
which has recently encountered technical problems in production, will eventually proceed with Plan B.
This will withdraw the existing solid-state button plan
and become the same volume button design as before,
but the existing mute button will be able to set and use the desired function
like the action button on the Apple Watch Ultra, the industry predicts.
Also, like the class division of the Apple Watch Ultra,
the button is expected to be applied only to the iPhone
15 Pro and iPhone 15 Pro Max.
One of the biggest reasons why I made it to the iPhone 15 series
was obviously the news that the iPhone would change
from the existing Lightning Terminal to a USB-C type terminal.
However, as the iPhone 15 series supports USB 2.0
and only the iPhone 15 Pro and Pro Max series support Thunderbolt 3.0,
the iPhone 15 series was announced to have substantially the same transmission speed
as the Lightning port, and mass production of cables
with MFi applied As the news of the etc.
is transmitted, the biggest interest is how Apple will develop it in the market
even in the application of the iPhone 15 C type.
In the midst of this, the news that Foxconn in China has entered mass
production of EarPods with USB-C connectors has been reported.
All models of the iPhone
15 series, iPhone 15 and iPhone 15 Plus, iPhone 15
Pro and iPhone 15 Pro Max are all expected to be
USB-C, and Apple is preparing all corresponding peripherals with USB-C.
Currently, EarPods are sold for $19 with a 3.5mm headphone jack and Lightning,
and are expected to come in three types, including USB-C.
Of course, with the spread of AirPods peaking,
the news of the new EarPods is not much expected news,
but it would be nice to see that Apple has begun to convert
existing Lightning accessories to USB-C
due to the iPhone's USB-C conversion.
It is expected that the key design element of the iPhone 15 series
is that the dynamic island will be applied to all models,
and that the pro lineup will adopt a round titanium frame.
Apple introduced a black titanium finish watch through the Apple
Watch 5 in 2019 and adopted titanium application through the Apple
Watch Ultra, rumors that titanium would be applied to the pro series
from the iPhone 13 series
eventually appear in the iPhone 15 Pro series. It is expected to be.
In the industry, the biggest reason
why Apple is switching from stainless steel to titanium
is because it is the most suitable material to ensure durability
while maintaining the weight of the camera
module upgrade in the iPhone 15 Pro series at the level of the previous work.
And the bezel of the iPhone 15 Pro series is also reduced compared to the previous one,
and it is known that the thinnest bezel in the industry will be released at 1.55mm.
This is one of the most anticipated parts of the iPhone 15 series.
The camera that is being upgraded every year is predicting a rapid rise in the iPhone
15 series, and the companies that are already laughing here are Sony and LG.
Apple has confirmed the installation of a folded zoom periscope lens in the iPhone
15 Pro Max, and the camera module is likely to be exclusively supplied by LG.
LG is preparing to produce the part
and is expected to start full-scale mass production around June.
And Sony's iPhone 15 exclusive sensor,
which I mentioned last month, is Sony's latest image sensor
named IMX903 and is expected to be mounted on the iPhone 15 Pro Max.
This is a new, upgraded version of the IMX803 mounted on the iPhone 14,
and is known to have been confirmed by Sony
when Tim Cook visited Japan as an exclusive sensor for the iPhone.
In the industry, it is expected that 5 to 6 times
optical zoom will be supported due to the mounting of this periscope
lens, and Sony's new image sensor makes a leap in camera performance.
It is expected to be the biggest update of the iPhone 15 series.
Also, due to the improved power efficiency of Sony's lidar sensors,
we're constantly hearing that Apple is reviewing the vendor list for AR/VR glasses
and future iPhones as well.
At WWDC2023 to be held in June, with the introduction of Apple
AR / VR devices, if interest in them increases,
the ransom of companies with the technology will naturally rise.
And one unfortunate news from the iPhone 15 camera is that even last summer,
when the iPhone 15 news first came out,
the iPhone 15's camera was rumored to have significantly reduced or completely reduced bumps,
but over time, CADs are coming out that increase the degree of lens protrusion. .
9 to Pipes Mac introduced the newly acquired iPhone 15 camera
and said that it was proof that it was likely to be mounted on a periscope zoom lens.
However, as the protrusion of the corresponding lens is known to be larger than the iPhone 14 series,
there are also accusations that Apple is ruining the design elements
by focusing specifically on the iPhone camera.
Whether the performance of the iPhone 15 Pro Max comes first
or the design comes first, it seems that the direction will be decided through sales volume
when it is released in the fall.
Apple is developing the A17, a next-generation processor with TSMC and a 3-nano process.
The industry believes that the corresponding processor will be mounted
only on the iPhone Pro series.
It is also known that
only the Pro series will support Wi-Fi 6E.
Even in the case of last year, Apple only mounted the A16 chip on the iPhone 14 Pro model.
Judging by these precedents, the A16 mount
is likely to be installed in the iPhone 15 series this year.
The reason why Apple looks like this is to induce purchase
with the more expensive pro series than anything, but on the other hand,
sales of the iPhone 14 and iPhone 14 Plus series, which are regular models, were low.
In particular, since sales of the iPhone
14 Plus were lower than those of the iPhone 13 mini,
this rapid split will eventually lead to cannibalization,
and sales of models like the Plus are expected to further decline.
Apple's 3-nano process A17 chip is now at the point
where it is seen that it has reached the limit of the fine process,
so I am curious about the performance improvement compared to the previous one.
The industry expects that single-core performance will improve by 20%.
Of course, beyond this, power efficiency is also expected to increase,
but attention is focused on how far the performance of Apple's chipset,
which is steadily rising every year, will be limited.
The new special color for the iPhone 15 Pro is dark red color 410D0D,
and there are rumors about pink and light blue colors
for the iPhone 15 series.
Color information can be used as an option before one month before release,
but it is unclear whether it will be applied.
Talk of pink and light blue colors hasn't been heard lately.
It is also unclear whether Apple has chosen a different color for this.
However, the dark red color of the iPhone 15 Pro series
continues to be reported, and
it is expected that the color will replace the existing purple color.
In the previous video, I said that
Samsung and LG are expected to benefit from BOE's failure to pass
Apple's screening. It appears that this will continue unchanged.
Samsung supplies displays for all models of the iPhone
series, and Samsung and LG are predicting a joint supply for the Pro series.
This year, it seems that Apple is giving LG a little more power in LTPO OLED delivery.
Recently, Samsung is also proceeding with an OLED patent-related lawsuit against BOE in the United States.
While Apple is expected to primarily increase its supply to LG
in order to reduce its dependence on Samsung,
and if BOE's technological prowess rises to a certain level,
it is expected to change its supply volume substantially,
and an investigation into BOE's patent infringement is currently underway,
which is an important point for maintaining the supply chain in the future.
can be, and the result is also attracting attention.
Among these, rumors of a 120Hz refresh rate for all iPhone
15 models are known to be applied only to the iPhone
15 Pro and iPhone 15 Pro Max models this year,
just like the previous ones.
In the previous video, I said that if you want to buy iPhone 15,
you should make a reservation from now on.
Due to the pro series priority policy that started with the iPhone
14 series, sales of the iPhone Pro series have increased significantly,
and sales of the Pro series are expected to increase in the same way in the iPhone 15 series,
especially in the case of the iPhone 15 Pro Max.
Sales are expected to increase by leaps and bounds.
Last year, Apple had a considerable difficulty in supplying the product
as orders for the iPhone
14 Pro series were inundated.
So far, there is no singularity, so it is most likely that the local September release
and October release in Korea will be made without any problems.
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This is Route9 from Boston.