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The production of Apple mobile phones will be reduced to 52 million in the first quarter of next year.

Published Time: 2022-10-26 09:40:54
Apple will still maintain four new models and use two processors to enhance the difference between the general and high-end models.

1

For the iPhone 15 series, Apple will still maintain four new models and use two processors to enhance the difference between the general and high-end models.  In terms of specifications, in addition to changing the Lightning interface to Type-C, the Pro series has a great opportunity to upgrade its memory capacity to 8GB, and continue to improve the lens specifications, including upgrading the main lens to 8P, and installing periscope lens in Pro Max.

2

Looking forward to the iPhone 15 series, Apple will still maintain four new models and use two processors to enhance the difference between the general and high-end models. In terms of specifications, except for the known lightning, which is completely changed to Type C, the Pro series has a great opportunity to upgrade its memory capacity to 8GB to match the new processor, and continues to refine the lens specifications, including upgrading the main lens to 8P, and installing periscope lens in Pro Max. As for the 5G modem developed by Apple itself, because the mmWave signal test result cannot meet the standard, Qualcomm will continue to be used.  It is expected that the new machine will be formally introduced into the 5G modem developed by Apple in 2024.

2022102609393189ba00471.jpg 

3)

The research report shows that the production proportion of the two models of the iPhone 14 Pro series has increased from 50% of the initial plan to 60%, and will continue to increase to 65% in the future. On the whole, the proportion of new iPhones shipped by Apple remains at 36%, while the annual iPhone shipment target for 2022 is 240 million, an annual increase of 2.8%. At the same time, the rising interest rate in the United States will affect the production performance of Apple in the first quarter of 2023.  It is estimated that the production will be reduced from the original estimated 56 million to 52 million, with an annual decrease of 14%.

 

(4)

While the United States continues to raise interest rates to curb inflation, it also weakens consumer disposable income, which will affect Apple's production performance in the first quarter of 2023.  It is estimated that the production will be reduced from the original estimated 56 million to 52 million, with an annual decrease of 14%.

(5)

After Apple's first pre purchase this year, the iPhone 14 Plus market responded coldly, and the company immediately started to adjust the proportion of new products. In addition to the improved specifications, the unit price of the iPhone 14 Pro series is the same as that of last year's models, which contributes to the high popularity of the Pro series for pre purchase. In the past, the Pro series was the first choice for users to purchase the machine.  In addition, 14 Plus was delayed to be sold this year, resulting in more concentrated sales than in previous years.  The production proportion of the two models of the iPhone 14 Pro series has increased from 50% of the initial plan to 60%, and will continue to increase to 65% in the future. On the whole, the proportion of new iPhones shipped by Apple remains at 36%, while the annual iPhone shipment target for 2022 is 240 million, an annual increase of 2.8%.

(6)

On October 25, the sales of Apple mobile phones this year were revealed. After the first wave of pre purchase, Apple started to adjust the proportion of new products. After the release of the iPhone 14 Plus, the market reaction was cold, which increased the extent of Apple's adjustment. In addition to the improved specifications, the unit price of the iPhone 14 Pro series is also the same as that of last year's models, leading to a high popularity of pre orders for the Pro series.

(7)

Observe the sales of Apple's mobile phones this year. After the first wave of pre purchase, Apple started to adjust the proportion of new products. After the release of the iPhone 14 Plus, the market responded coldly, which made Apple's adjustment even greater. In addition to the improved specifications, the unit price of the iPhone 14 Pro series is the same as that of last year's models, which contributes to the high popularity of the Pro series for pre purchase. In the past, the Pro series was the first choice for users to purchase the machine. In addition, 14 Plus was delayed to be sold this year, resulting in more concentrated sales than in previous years.


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