Some time ago, Apple officially released its fourth quarter performance report for 2022. According to the financial report, when the iPhone 14 series was launched in advance to September 16, revenue and net profit during the period increased by 8% and 0.8% respectively.
In the three months ended September 24, Apple's revenue and net profit were US$90.1 billion and US$20.7 billion respectively. Compared with the same period last year, Apple's revenue and net profit were US$83.4 billion and US$20.6 billion in Q4 of fiscal year 2021 ended September 25, respectively, and increased by 29% and 62% year-on-year respectively.
Among them, Apple's core product iPhone brought about revenue of approximately US$42.626 billion, lower than the expected US$43.21 billion by Wall Street , an increase of 9.7% over the same period last year. In Q4 of fiscal year 2021, iPhone revenue increased by as much as 47% year-on-year.
This result seems to be impressive, but in fact, the outside world believes that its performance is still insufficient. After all, for users in many regions around the world, the price of the iPhone 14 series has increased this year.
It is understood that this year's iPhone 14 series has seen a rise in market prices in addition to my country and the United States. For example, when the iPhone 13 was released in the UK, the starting price was 779 pounds, and the starting price of iPhone 14 was 849 pounds; in Japan, the starting price was 98,800 yen when the was released, and the starting price was 119,800 yen. In Germany, the starting price was 899 euros when the was released, and the starting price was 999 euros, and the starting price of was quite high.
and this price difference is only for entry-level models, and the prices of higher-end models are even larger. For example, the most expensive iPhone 14 Pro Max in the UK is £150 more expensive than when the iPhone 13 Pro Max was released last year.
. Regarding the reasons for the price increase, Apple Chief Financial Officer Luca Maestri said on the Apple fourth quarter earnings call: "Basically, all currencies in the world are depreciating against the US dollar. The strong dollar has brought us challenges in multiple fields. Obviously, this makes it more difficult for us to price in emerging markets, and the process of converting these revenues back to the US dollar has also been affected."
At the same time, Apple CEO Tim Cook also said, "The negative impact of foreign exchange fluctuations in the fourth quarter is more than 600 basis points. Without the impact of exchange rate , we could have achieved double-digit growth."
In addition, now iPhone 14 The supply of the two models of the Pro series is still tight. Recently, an analyst released a report saying that the supply and demand in iPhone 14 Pro and iPhone 14 Pro Max have intensified, and the shipment time in multiple markets has been extended.
Investment bank analysts' tracking survey on the delivery time of Apple products in 30 countries showed that due to demand exceeding production, the waiting time for iPhone 14 Pro and iPhone 14 Pro Max has been significantly extended.
analysts also specifically mentioned in the report that in the US market, the shipment time after pre-order of the iPhone 14 Pro series has been increased from 5 days before the major factories may be affected, to 25 days, which is significantly extended.
In addition, analysts also stated in the report that in the domestic market of my country, the shipment time of the iPhone 14 Pro series has also been extended, increasing to 24 days. On some e-commerce platforms, the release time of Apple's official flagship store is expected to be shipped 30 days after payment. Although the high-end model sells well, it cannot conceal the shortcomings of the iPhone 14/14 Plus. Due to the small increase compared to the previous generation model, users lack the desire to upgrade these two models. Several analysts including , Ming-Chi Kuo, , have revealed that the sales volume of the two iPhone 14/14 Plus products is lower than expected, and may even become the worst-selling iPhone in history.
Generally speaking, with the global mobile phone market now in a downward trend, Apple is one of the few mobile phone manufacturers that can grow against the trend, but the situation is still not optimistic.
