shows that Apple’s autumn new product launch conference is scheduled for September 13 (Tuesday). As the launch date approaches, more and more details about the new generation iPhone 14 are exposed.
news shows that the two models of iPhone 14 Pro will be equipped with Apple’s latest A16 chip . iPhone 14 Pro is equipped with a 6.1-inch screen, and iPhone 14 Pro Max is equipped with a 6.7-inch screen. Both All are 120hz OLED screens. It will also support the latest ProMotion technology, with a minimum refresh rate of only 1hz, which will also bring the possibility of AOD screen display function on the iPhone 14 Pro series.
(Blogger @Anthony exposed iPhone 14/iPhone 14+)
In terms of imaging system, the iPhone 14 Pro series will use a 48-megapixel main camera, plus two 12-megapixel lenses to form a three-camera system. Storage version Including 128G, 256G, 512G and 1TB, all using 8G memory. The battery capacities are 3200mAh and 4323mAh respectively, and will be pre-installed with the iOS 16 system that is undergoing internal developer testing.
In addition, the two non-Pro models will continue to use the previous generation A15 processor. In terms of design, it will inherit the tough right-angled design of iPhone 13. You must know that this design has been going on for many years. Speaking of product design, Apple also broke the news today that it ended its 30-year partnership with former design director Jony Ive . You know, Jony Ive was previously responsible for designing major products such as iPhone, Apple Watch, Mac, and Apple retail stores, and appeared at Apple conferences many times. Since leaving Apple in 2019, Jony Ive created his own design company.
(Blogger @Anthony exposed iPhone 14 Pro/iPhone 14 Pro Max)
Jony Ive has said that Apple will be one of his main customers and Jony Ive will continue to engage in design work. Apple signed him to a multi-year contract worth more than $100 million. Under the terms, Apple is LoveFrom's primary customer, but the agreement restricts Ive from working on projects that Apple considers competing. If this news is true, will Apple's product design be able to impress users as always?
The top version of the "Emperor Edition" or more than 2,000 US dollars
At the same time, there is also a new statement about the price of the iPhone 14 series. It is said that the iPhone 14 Plus will be the cheapest 6.7-inch new phone, with a starting price of 7,499 yuan, and given that With the current global price increase trend, the price of iPhone 14 may rise by US$100, with the domestic threshold starting at 6,799 yuan.
Dan Ives, managing director of Wedbush Securities, predicts that Apple will increase the price by US$100, which means that the iPhone 14 series may become the most expensive generation of iPhone in history. According to this logic, if Apple finally launches the 2TB top version, the price of the 2TB iPhone 14 Pro Max may exceed US$2,000, which is much higher than the US$1,599 of the 1TB iPhone 13 Pro Max "Emperor Edition" (12,999 yuan from the National Bank).
Although Apple has made unprecedented processor "reductions" in the iPhone 13 this year, it is still equipped with the previous generation A15 processor. But the problem is that TSMC, , Samsung , etc. have significantly increased chip foundry prices. As a result, Apple has not been able to get a bargain in costs and has to pass the pressure on to consumers again. Faced with the iPhone 14 series, which is very likely to increase in price this year, as a consumer, will you still pay?
iPhone 14 core supplier list exposed
Now it has entered the second half of 2022. In the past, whenever Apple released a new phone in the second half of the year, A shares Apple core concept stocks would usher in a wave of carnival. Especially judging from the current global mobile phone market situation, Apple's shipments have not decreased due to the epidemic and other reasons, but have increased slightly. For Apple's core suppliers, this situation is more conducive to the growth of their performance.
Some Taiwanese media pointed out that there are still two months until Apple's autumn launch, Hon Hai 's Foxconn Zhengzhou factory has begun to enter the production cycle of a new generation of Apple mobile phones, and some mechanical components, including the back shell, are entering a slow production capacity increase stage. , it is expected to usher in large-scale mass production and assembly of the complete machine in August.
According to Foxconn people, no major differences from previous years have been seen in terms of stocking, personnel, and production plans, and no signs of production decline have been heard. "If sales are not good, it may not be obvious until December." There are four back shell templates in total, two large and two small. The current daily output is only about 1,000 units, and the production capacity can reach 200,000 units at its peak. In addition, supply chain manufacturers such as Pegatron, Luxshare, , Largan, , and Yujingguang will also follow suit. It is undeniable that if the sales of the iPhone 14 series perform well, it will definitely boost the performance of core suppliers. At present, the industry has revealed that the core suppliers of Apple iPhone 14 are as follows:
In terms of OEM, , Foxconn is undoubtedly the main foundry. This is Apple’s most familiar assembly manufacturer. There are 6 in China, located in Shenzhen and Shanghai. , Chengdu, Zhengzhou and Taiyuan; this year also added the domestic Luxshare Precision , which officially provides OEM assembly for iPhone14 this year; in addition, and Pegatron , which have established assembly plants in Shanghai and Kunshan , produces iPhones and tablets for Apple; Quanta has its own assembly plants in Shanghai, Changshu and Fremont, California, USA, manufacturing iPhones, Apple tablets, Apple computers and iWatch; Wistron , there were also some production orders for iPhone SE launched by Apple before.
In terms of panels, , Apple's suppliers are still the same three, including Samsung Display , LGD and BOE . Among them, Samsung Display is the largest supplier, while LGD supplies LTPS and LTPO model panels for Apple, while BOE Supply LTPS panels. Although Samsung and LGD are both "old friends" of Apple, last year, iPhone 13 chose BOE as a screen supplier for the first time, accounting for 8%. Last month, Omdia released a detailed market report on the Apple iPhone 14 panel, mentioning that Apple is adjusting the proportion of Samsung, LGD and BOE panels in the iPhone 14 series. In the regular version of the iPhone 14, BOE panels account for ratio increased to 15%.
In terms of camera modules, , Foxconn is still the supplier of rear cameras. However, Korean media reported that Apple has increased its requirements for iPhone 14 camera quality this year, so it has given up on the choice of front camera modules. The Chinese supplier of handed over the order to LG Innotek. As a result, the main suppliers of iPhone14 front camera modules have become Sharp and LG Innotek. In terms of
VCM motors, , Alps and Minebea have been the only two suppliers of iPhone VCM motors in the past few years, and have maintained good gross profit margins. It is reported that Largan will become the new VCM supplier of the iPhone 13 ultra-wide-angle camera in 2021, and Luxshare Precision will become the new VCM supplier of the iPhone 14 front camera in 2022. In addition, LG Innote will be a new entrant in 2023 iPhone15VCM. Obviously, more and more suppliers are pouring into the iPhone VCM industry, and competition is becoming increasingly fierce.
In terms of casing, , Apple has begun to provide titanium alloy casing + stainless steel frame as standard in recent years. Suppliers include Hon Hai , Jabil Green Dot , Lens Technology , etc.
In addition to the above-mentioned companies, there are still many leading companies in the A-share electronics industry that are Apple suppliers, including: Wingtech , Goertek , GigaDevice , Pengding Holdings, Xinwangda , Shennan Circuit , Changdian Technology , Dongshan Precision , Lingyizhizao and so on. Data shows that among Apple’s top 200 major suppliers, suppliers from mainland China and Hong Kong account for more than 20%.
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