IT Home September 12th news, today, Tianfeng International analyst Ming-Chi Kuo released a report saying that compared with the iPhone 13 series, the pre-order results of the iPhone 14 Pro Max, Pro and the two standard models are good, neutral and poor respectively.
report points out that although the iPhone 14 series product portfolio improves and the pre-orders of the iPhone 14 Pro Max are better than the iPhone 13 Pro Max, the current pre-order results are neutral to Apple. It is not clear whether Apple will improve the shipment forecast of Pro models, but the possibility of order cuts on iPhone 14 and 14 Plus (which account for about 45% of the overall iPhone 14 shipments) is increasing .
in the report: The delivery time of
exceeds 4 weeks may reflect good demand, while the delivery time of both the iPhone 14 Pro Max and 14 Pro exceeds 4 weeks (Pro Max/Pro is about 6/5 weeks).
iPhone 14 and 14 Plus will be available on the day of its launch, reflecting the sluggish demand. As of now, the pre-order results of iPhone 14 and 14 Plus are worse than those of iPhone SE 3 and iPhone 13 mini (both SE 3 and 13 mini suffered order cuts in the first half of 2022).
iPhone 14 Plus is an alternative to iPhone 13 mini. However, the pre-order results of this new product are significantly lower than expected, which means that Apple's product separation strategy for standard models failed this year.
iPhone 14 Pro Max / 14 Pro lead time is slightly longer / similar (compared with iPhone 13 Pro Max / 13 Pro), and iPhone 14/14 Plus model has a shorter lead time (compared with iPhone 13/13 mini).
IT Home learned that Guo Mingchi said that the pre-order results of the Pro model do not mean that Apple will immediately increase the orders for the Pro model. Whether Apple will increase Pro orders depends on how long the strong demand for Pro models can last during the recession . If demand for iPhone 14 and 14 Plus does not improve after the launch, Apple may downgrade its November and subsequent shipment forecasts for iPhone 14 and 14 Plus in a few weeks.
According to reports, strong demand for the iPhone 14 Pro model may continue until at least November , based on current pre-order results. But assuming Apple has not increased its orders for iPhone Pro later, in this case, the potential cuts of iPhone 14 and 14 Plus may offset the revenue growth that will be brought to Apple by the better iPhone portfolio (the iPhone ASP enhancement) at the end of the fourth quarter of 2022 or the first quarter of 2023.
