The Pro model will account for 65% of the iPhone 14 shipments. I was the only one who really didn't have money!
This year, Apple released the new iPhone 14 series as scheduled, which is different from the iPhone 13 series released last year. In particular, the pro series version has upgraded the new processor and screen design, and also brought the new Smart Island design to fans. Although the price of the iPhone 14 pro series is very high, it still cannot resist the enthusiasm of the Chinese people. According to reliable information, the Pro model will account for 65% of the iPhone 14 shipments, Come and have a look!
Analyst Guo Mingyong released the recent trend forecast of Apple, iPhone 14 and the supply chain tonight. Guo Mingyong said that after the production line conversion, iPhone 14 Pro series shipments accounted for 60 – 65% of the overall iPhone 14 shipments in 2H22 (vs. 55 – 60% previously estimated). The iPhone 14 Pro Max is the most popular iPhone 14 model, accounting for 30 – 35% of the total iPhone 14 series shipments in 2H22.
Specific messages
Guo Mingxuan predicted that the iPhone product portfolio would turn better, so Apple may put forward a positive outlook on 4Q22 at the financial report meeting at the end of October (assuming that iPhone shipments did not decline significantly after late November). If Apple has a positive outlook on 4Q22, the revenue and profit of the 4Q22 iPhone business, which is the main beneficiary of the iPhone 14 Pro series, may have potential upward space, including:
(1) Sony (exclusive supplier of 48MP CIS)
(2) Big vertical (main supplier of telephoto lens and super wide angle VCM).
(3) LG Innotek (exclusive supplier of post CCM)
(4) Alps (exclusive supplier of telephoto VCM)
(5) Minebea (main supplier of ultra wide angle VCM)
(6) Samsung Display (almost the exclusive supplier of Pro panel)
(7) Industrial Fulian/Hongzhun (main supplier of stainless steel metal middle frame)
(8) Hon Hai (Pro series exclusive EMS)
Guo Minggui pointed out that Apple had asked Hon Hai Foxconn to switch the production line of iPhone 14 to the iPhone 14 Pro model, which was equivalent to increasing the forecast of iPhone 14 Pro shipment in the fourth quarter by about 10%.
It is believed that many people have guessed the popularity of the iPhone 14 series pro models. Later Android mobile phone brands may also learn from Apple's Smart Island function. After all, Apple is still very powerful in the industry, so we can only hope that Apple can optimize better!
