Well-known Apple analyst Ming-Chi Kuo predicts that the iPhone 14 will be more popular among Chinese consumers, so the stocking volume of this phone will reach 90 million. As a result, the Chinese mobile phone supply chain will have to further consider Apple to obtain orders.
Ming-Chi Kuo believes that the iPhone 14 will be extremely popular among Chinese consumers. The reason is that this year’s iPhone 14 has significantly changed the appearance design and uses a true full screen. This will be different from the notch screen that has been used for several generations before. This design is very important to domestic consumers. It is very attractive to consumers.
Chinese consumers are very concerned about the appearance of the iPhone. Every time the appearance of the iPhone is significantly changed, it can trigger a wave of buying. It may be because the iPhone represents the trend, and being able to afford the iPhone represents class. Therefore, young people in the country regard it as Be proud of buying the latest iPhone.
Another factor is that there is no brand in the domestic market that can compete with Apple in the high-end market. Once, , Huawei, and were evenly divided in the domestic high-end mobile phone market. However, due to well-known reasons, since the decline of , Huawei, and mobile phones, Apple has been in the domestic high-end market. The market has taken an absolute advantage.
The best-selling mobile phone rankings in the global market in 2021 show that only three Android phones are on the list, namely Redmi 9, Redmi 9A and a Samsung mobile phone. The others are iPhones; during June 18 this year, iPhone13 was the most popular domestic mobile phone. The commercial market is booming. The sales volume of one iPhone 13 model is more than the combined sales of the next 19 domestic mobile phones. This shows that domestic consumers are enthusiastic about the iPhone.
As the mass production of iPhone 14 begins, the industry believes that China’s mobile phone supply chain will only further consider Apple to obtain profits. This is also the helplessness of the domestic mobile phone supply chain. Previous data from
showed that in the first quarter of this year, all the top four domestic mobile phones except Honor experienced a decline, with the decline reaching up to 40%. However, Apple’s shipments increased. Mobile phone sales in the domestic market continued in April and May. However, Apple bucked the trend and grew. In April, which was the off-season for iPhones, it even ranked first in the domestic mobile phone market.
The performance of domestic mobile phone supply chain companies also proves that Apple can give them profits. OFILM 's revenue fell by 40% after losing Apple's order, but its profits plummeted by 90%. BOE gained profits after supplying OLED panels to Apple in 2021 The profits are equivalent to the profits of the previous 10 years combined. All this shows that Apple’s profits to the supply chain far exceed those of domestic mobile phones.
Today, domestic mobile phone orders have been cut by 270 million, while Apple has maintained sales unchanged and may even increase again. At the same time, Apple’s profits for the supply chain are also higher. All this forces the domestic mobile phone supply chain to compromise with reality and strive to become Apple. Suppliers have to survive. It is reported that more than 10% of the 200 suppliers of iPhone 14 are Chinese mobile phone supply chain companies.
This year may be a very difficult day for Chinese mobile phone supply chain companies. Domestic mobile phones in the Android camp and Samsung have successively cut orders. So far, only Apple has maintained its previous sales level. In the face of market recession, Apple There is no doubt about the importance of the domestic mobile phone supply chain, and moving closer to Apple is a choice they have to make.
