Author丨Zhang Sainan
Edit丨Zhang Xing
Picture Source丨TuChong
iPhone 14 series standard version and Pro version sales polarization continues.
On September 20, a reporter from 21st Century Business Herald searched on a second-hand platform and found that the iPhone 14 Pro series generally has a premium of 300-400 yuan, and most of them are thousands of yuan. The iPhone 14 "breaks the issue price" in the second-hand market, with a resale price of 100-200 yuan lower than the official price, and a loss of 400 yuan will be sold.
is in JD.com , and the iPhone 14 Pro series is still in the "sold out" or "reservation" state, and the iPhone 14 is in stock.
reported last week that has been selling better than expected in high-end iPhone 14 models, and Apple urgently added 20 million orders for , mainly focusing on iPhone 14 Pro Max.
only lasted one weekend, Tianfeng Securities famous Apple analyst Ming-Chi Kuo posted a latest article pointing out that due to the strong demand for iPhone 14 Pro, Apple has asked Hon Hai to switch the production line of iPhone 14 to the iPhone 14 Pro model, which is equivalent to increasing the shipment forecast of iPhone 14 Pro in the fourth quarter by about 10%. The strong demand for the
iPhone 14 Pro and iPhone 14 Pro Max is undoubtedly good news for the sluggish Apple industry chain.
spot premium narrowed
at around 4 pm on September 20, a reporter from 21st Century Business Herald found on Apple's official website that the shipment time of the iPhone 14 Pro is 5-6 weeks, which is only November; the shipment time of the Pro Max model is 6-7 weeks; the iPhone 14 is still in stock.
Due to the popularity of reservations, the second-hand transactions of the iPhone 14 series are active. was released on the first day of the first release of Apple's iPhone 14 series on September 16. A reporter from 21st Century Business Herald pointed out that the iPhone 14 Pro series has a premium on second-hand platforms, with a price increase ranging from 1,000 to 2,000 yuan. The premium still exists at the moment, but the price increase has been relatively narrowed. The price increase of the iPhone 14 Pro small-capacity version model has generally dropped to less than 500 yuan.
In some Apple authorized stores, the spot premium of the iPhone 14 Pro version is still as high as 1,000 yuan, and the price increase of the iPhone 14 Pro Max large memory version is even as high as 2,000 yuan. A clerk from an Apple authorized store told a reporter from 21st Century Business Herald, "Since the official website shipment has been ranked after November, there are only a small amount of stock in the store, and some models have a premium, especially the high-end version of the dark purple model has a high premium."
However, in many authorized stores, the price of iPhone 14 is basically the same as that of the official website. On a second-hand platform, the price of the standard version even "breaks" is 100-200 yuan lower than the official website price. The release of
iPhone 14 has been cold, and the market has long expected it. Compared with iPhone 13, iPhone 14 has almost no upgrade, the chip still uses A15, and the appearance has not changed significantly. A small upgrade is obviously difficult to meet the consumer's experience, and it is considered by the market to "clear inventory."
and the Pro series has a better user experience. This series is equipped with a new A16 bionic chip, adopts a "pill screen" design; adds the Lingdong Island function; the camera function is fully upgraded, and the telephoto camera is improved, up to twice.
Guo Mingchi said earlier that the pre-order results of the iPhone 14 and iPhone 14 Plus in the first weekend are not as good as iPhone SE 3 and iPhone 13 mini, and there is a possibility of order cutting, and the possibility of order cutting is increasing. Compared with the iPhone 13 Pro and iPhone 13 Pro and iPhone 13 Pro Max, the pre-order results show a "neutral" and "good" trend. The increase in the shipment of high-end
high-end models is beneficial to the industrial chain, and the high-shipment ratio of high-end iPhone models has become the norm. Previously, due to strong sales of the iPhone 13 Pro series, Apple also reported that it plans to significantly increase the production of the iPhone 13 Pro series models.
Last week, media reports showed that Apple added orders for two high-end iPhone 14s, urgently adding 20 million units, mainly focusing on iPhone 14 Pro Max. According to the previously estimated production of 90 million units this year, the order will increase to 110 million units after an increase of 20 million units.
This news has not been confirmed by Apple, but the supply chain news indirectly corroborates the above rumors. related reports show that Samsung has received a notice from Apple to add about 20 million iPhone 14 Pro series panel orders, equivalent to an increment of more than 22%. The supply chain of
is still changing. Guo Mingchi’s latest post pointed out that due to the strong demand for iPhone 14 Pro, Apple has asked Hon Hai to switch the production line of iPhone 14 to the iPhone 14 Pro model, which is equivalent to increasing the forecast of iPhone 14 Pro shipments in the fourth quarter by about 10%.
He said that at present, only the order changes of Samsung display and other parts suppliers reflect the production line conversion of Hon Hai. He expected that most suppliers will also receive the request for Apple to add the Pro series in the next few weeks.
In the A-share market where Apple suppliers are spread, companies are involved in chips, cameras, panels and other aspects. On September 20, a reporter from 21st Century Business Herald contacted several fruit chain companies to inquire about whether the orders had changed. The other party refused the interview because it was inconvenient to comment on specific customers.
But investors still smelled the opportunities in the industrial chain. The reporter noticed that on the interactive platform, questions related to Apple's supply chain have surged recently, and investors have asked about the additional orders related to listed companies. Industry insiders believe that core components manufacturers will benefit from Apple's additional orders.
Electronic researcher Xu Tao of CITIC Securities said that it is expected that the stock volume of iPhone 14 series in the second half of 2022 is expected to reach the order of 80-90 million units, basically the same as the 2021 series 13 series. "Based on the current reservation situation and delivery cycle, it is expected that Apple may adjust the stocking structure in the future, and it is expected to increase the proportion of Pro series stocking. Related supply chain companies, such as optics, displays, structural parts, soft boards, etc., are expected to benefit."
takes the camera as an example. Considering that the iPhone 14 Pro and iPhone 14 Pro Max are both rear-mounted triple cameras, adding orders will significantly benefit high-end camera parts suppliers. Guo Mingchi revealed that the main advanced component suppliers of iPhone 14 rear cameras include: Sony (CIS), Minebeya ( voice coil motor one supply), Daliguang (lens, voice coil motor two supply), Alps (VCM/OIS) and LG Innotek (camera module), etc. In terms of
A shares, the reporter learned from Crystal Optoelectronics (002273.SZ) that the company supplies a series of optical component products for Apple smartphones' front and rear cameras, face recognition modules, camera covers, etc. In terms of
screen, according to previous reports, there are three iPhone 14 series panel suppliers, namely Samsung, BOE (000725.SZ) and LG Display. Among them, Samsung panels have 82% share, LG Display panels account for 12%, and the remaining 6% is provided by BOE.
In addition, news from Anjie Technology (002635.SZ) shows that it provides Apple with related products such as precision functional devices, precision structural parts, etc. ultrasonic electronic (000823.SZ) recently replied on the interactive platform that it is the PCB supplier of Apple .
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Editor of this issue Liu Xueying Intern Wu Ziying
