Editor of every business: Chen Pengcheng
According to Shanghai Securities News on October 9, iPhone 14 Plus is not good at starting. According to third-party channel quotes on October 8, the iphone14 Plus, which has just been officially released on , has dropped sharply, down from the official price of 400-1,000 yuan .
. If you look at the iPhone14 series carefully, the sales of 14 Pro are still strong. Apple may change its production plan for this purpose and convert the iPhone 14 and 14 Plus production lines into iPhone 14 pro and 14 Pro Max production lines. As the consumer electronics industry turns, fruit chain companies have also entered the "car chain" and found another way out.
iPhone 14 Plus broke the issue price and was called the "most value-preserving mobile phone of the year"
According to the Shanghai Securities News on October 9, the iPhone 14 Plus was officially launched on October 7. Depending on different configurations, the official price is between 6999-9699 yuan. However, the iPhone 14 Plus has obviously been cold. Third-party channels quoted that the model immediately broke the issue once it was launched. Compared with the official website price, the market price of the iPhone 14 Plus 128G version is about 400 yuan cheaper, and the 512G version has dropped by more than 1,000 yuan. At the same time, Apple's official website shows that the current delivery time of iPhone 14 Plus is 3 working days, and the inventory is relatively sufficient.
Some analysts bluntly stated that the iPhone14 plus is not sincere enough, does not have the price advantage of iPhone14, nor does it have the characteristic upgrade of iPhone14 pro, and its competitiveness is inferior to iphone13 pro under the same budget.
Before it was released, iphone14 plus was named "the least value-preserving mobile phone of the year" . Research institution Sellcell analyzed the average exchange value of more than 40 recyclers, and believed that compared with the same period last year, iPhone14 and iPhone14 plus performed poorly in value preservation. The former depreciation rate reached 38.4%, while the latter depreciation rate reached 38.6%, the highest in the past two years. Last year, the depreciation rate of iphone13 was only 18.2%, while the depreciation rate of iphone13 mini was 20.3% during the same period.
The hot and cold sales in
are reflected in the production end, and Apple may adjust the production line for this purpose. Tianfeng International Securities analyst Ming-Chi Kuo said that Apple has asked the foundry Hon Hai to convert the iPhone 14 and 14 plus production lines into iPhone 14 pro and 14 pro max production lines. According to the production line conversion rate, it is equivalent to an increase of about 10% of the shipment rate of the 14pro series in the fourth quarter of 2022.
Image source: Visual China-VCG111399978801
Kuo Mingchi remains optimistic about Apple's sales this year. He said that demand for iPhone 14 and 14 plus is indeed significantly sluggish, but the increase in orders for iPhone 14 pro and 14 pro max and price-cut iPhone 13 should offset the potential order cuts of iPhone 14 and 14 plus.
Previously, according to China Business News on September 29, according to the Sandalwood e-commerce market monitoring data, the iPhone 14 series on Tmall platform increased by 7% compared with the 7-day pre-sale of the iPhone 13 series, and sales increased by 17% year-on-year; in terms of pre-sale sales by version, the pre-sale volume of the regular version decreased by 70% year-on-year, while the pre-sale volume of the Pro version increased by 56% year-on-year.
"What we learned is that in the iPhone 14 series, the price of iPhone 14 scalpers has dropped significantly, while iPhone 14 Pro and iPhone Pro Max still have a certain premium. This shows that the demand for iPhone 14 with lower unit prices and fewer upgrades is relatively weak on the consumer side, while the demand for iPhone 14 Pro and Pro Max with higher unit prices and larger upgrades is relatively strong." Wu Yiwen, senior analyst at Strategy Analytics, said.
In this regard, Hou Lin, a senior analyst in the mobile phone field of market research firm GfK, also said: "The normal version of iPhone 14 cannot attract consumers to purchase the original price because of its small performance update, but the two versions of iPhone 14 Pro do sell well. This shows that with the polarization of consumption capacity, mobile phone purchases have also become polarized."
According to Hou Lin's prediction, the initial sales of the iPhone 14 series should be the same as the previous generation, but the ordinary version of iPhone 14 will definitely be lower than iPhone 13 , and the Pro version will be higher than the iPhone 14. In his opinion, the adaptation problem between APP and Lingdong Island is just a small problem, just like many folding screen phones do not have tablet mode, but folding screen phones also have a certain market.
"Adaptation is not a problem. When the first generation of iPhone X appeared, there was no APP that adapted to the notch screen, but iPhone X still sold well."Hou Lin pointed out that iPhone 14 The performance of the ordinary version is currently underway, because Apple is deliberately doing it, in order to widen the gap with the Pro version, thereby increasing the average selling price of the product and increasing the overall profit .
"industry demand weakens", fruit chain companies are looking for another way out
According to the Shanghai Securities News on October 9, in the first half of the year, fruit chain companies' performance showed obvious differentiation. Choice data shows that among the 108 Apple concept stocks, a total of 92 listed companies were profitable in the first half of the year, of which 48 companies had net profits exceeding 100 million, and another 16 were facing losses. Speaking of the reasons, "weaker demand in the industry" has become a common expression in the financial report. .
consumer electronics is no longer strong, fruit chain companies are looking for another way out, and the automobile track in the prosperous range has become the first choice.
fruit chain "No. 1" Luxshare Precision joins hands with Chery to carry out parts supporting and vehicle OEM business. Luxshare Precision Automobile segment's revenue in the first half of the year was 2.111 billion yuan, an increase of 19.04%. When accepting institutional surveys in August, the company said that in the next few years, especially Starting next year, the company's automobile sector growth rate will be higher than the company's average.
Apple precision structural parts manufacturer Anjie Technology is also accelerating its "get on the car". The company's main business is to manufacture consumer electronic precision devices such as mobile phones, computers, notebooks, etc. The company obtained a fixed-point wireless charging project for new energy vehicle brand customers in 2021, and entered the small-batch mass production stage of products in 2022. At present, the revenue of the new energy vehicle business accounts for 27.96%, and the gross profit margin exceeds that of other businesses, reaching 28.96%.
In addition, Changyuan Group , Victory Precision , Lingyi Intelligent Manufacturing , Lens Technology and other fruit chain companies have also disclosed their layout in automobiles.
What is interesting is that Apple itself may restart its automotive business that has been silent for many years. Guo Mingchi revealed that according to the latest survey results, Apple will form a new automotive team before the end of 2022.
Daily Economic News Comprehensive Shanghai Securities News and China Business News
Daily Economic News
