iPhone14 saw a significant price reduction for the first time.
This year's iPhone 14 Pro series has attracted the attention of many mobile phone enthusiasts with its feature upgrades such as Lingdong Island and Screen Off Display. Many enthusiasts even chose to purchase it in third-party channels at a price that exceeds the official website as soon as possible.
However, recently some netizens discovered that the price of iPhone 14 has a high drop in price on Juhuasuan platform , and the price of iPhone 14 has been significantly reduced for the first time. According to Finance Magazine, professionals analyzed and compared the iPhone 12 and iPhone 13 series in the previous two years. There was no price reduction in the past month after the release. This is the fastest price reduction in iPhone phones since it was released.
iPhone 14 is cold, Pro sells
Apple Left and right hand-to-hand
iPhone 14 and iPhone 14 Plus are "a bit awkward".
On the last day of National Day, the iPhone 14 Plus was sold for the first time, but it quickly broke the issuance. The third-party quotation is about 400 yuan cheaper than Apple's official website. In the past, users raised their prices to find "scalpers" to rush to buy it has not reappeared on the iPhone 14 Plus.
It should be noted that the sales of Apple's entire product line are sluggish, and the sales of Apple has differentiated between the standard version and the Pro version.
Tianfeng SecuritiesHigh-known Apple analyst Ming-Chi Kuo pointed out: Due to the strong demand for iPhone 14 Pro, Apple has asked Fonghai 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%.
According to Sandalwood e-commerce market monitoring data, the pre-sale volume of the iPhone 14 standard version decreased by 70% year-on-year, but the pre-sale volume of the Pro series increased by 56% year-on-year. After hedged , the iPhone series' 7-day pre-sale sales increased by 17% year-on-year. The release of
iPhone 14 has been cold, and the market has long expected it.
According to Times Finance, some Foxconn employees said that Zhengzhou and Shenzhen factory assisted the Pro series production area has removed some of the iPhone 14 production lines. An employee of revealed that after the production of the iPhone 14 regular version in November, workers will support Pro production.
Compared with iPhone 13, iPhone 14 has almost no upgrades, the chip still uses A15, and the appearance has not changed significantly. A small upgrade is obviously difficult to satisfy 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 Max, the pre-order results show a "neutral" and "good" trend. The increase in the shipment of high-end machines in
high-end models has become the norm for the high-end models of high-end models in
.
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.
Previous media reports showed that Apple added orders for two high-end iPhone 14s, urgently adding 20 million units, mainly 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.
The 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%.
supply chain is still changing. Guo Mingchi said that the order changes of only , Samsung displays and other parts suppliers reflect Hon Hai's production line conversion, and he expects 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.
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 component manufacturers will benefit from Apple's additional orders.
CITIC Securities Electronics Researcher Xu Tao 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 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), Minebea ( voice coil motor one supply), Daliguang (lens, voice coil motor two supply), Alps (VCM/OIS) and LG Innotek (camera module), etc.
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 Electronics (000823.SZ) recently replied on the interactive platform that it is the PCB supplier of Apple .
Source丨21st Century Business Herald (jjbd21; Zhang Sainan), 36Kr (Yuan Silai), Financial Magazine
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Editor of this issue Liu Xiang
