The iPhone 14 Pro and iPhone 14 Pro Max will account for 60 - 65% of total iPhone 14 shipments in the second half of 2022, according to TF International Securities analyst Ming-Chi Kuo. This is up from 55 - 60%, due to the shift of some iPhone 14 production lines to the iPhone 14 Pro.
Notably, the iPhone 14 Pro Max is currently the most popular iPhone 14 model, purportedly accounting for 30-35% of all iPhone 14 shipments.
Kuo also believes the iPhone product mix is improving which could lead to a positive outlook for 4Q22. If Apple does offer a positive outlook at its earnings call next month, it could mean upsides in revenue and profit for iPhone 14 Pro suppliers including:
(1) Sony (sole supplier of 48MP CIS)
(2) Largan (main supplier of the telephoto lens and the second supplier of the ultra-wide camera VCM).
(3) LG Innotek (sole supplier of rear CCM)
(4) Alps (sole supplier of the telephoto camera VCM)
(5) Minebea (main supplier of ultra-wide camera VCM)
(6) Samsung Display (almost the sole supplier of the Pro model’s panels)
(7) FII/Foxconn Technology (main supplier of the stainless steel metal frame)
(8) Hon Hai (sole EMS of Pro models)
The iPhone 14 Pro was released last week; however, current shipping estimates are as high as 4-5 weeks for some models. Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more iPhone 14 updates.
Notably, the iPhone 14 Pro Max is currently the most popular iPhone 14 model, purportedly accounting for 30-35% of all iPhone 14 shipments.
Kuo also believes the iPhone product mix is improving which could lead to a positive outlook for 4Q22. If Apple does offer a positive outlook at its earnings call next month, it could mean upsides in revenue and profit for iPhone 14 Pro suppliers including:
(1) Sony (sole supplier of 48MP CIS)
(2) Largan (main supplier of the telephoto lens and the second supplier of the ultra-wide camera VCM).
(3) LG Innotek (sole supplier of rear CCM)
(4) Alps (sole supplier of the telephoto camera VCM)
(5) Minebea (main supplier of ultra-wide camera VCM)
(6) Samsung Display (almost the sole supplier of the Pro model’s panels)
(7) FII/Foxconn Technology (main supplier of the stainless steel metal frame)
(8) Hon Hai (sole EMS of Pro models)
The iPhone 14 Pro was released last week; however, current shipping estimates are as high as 4-5 weeks for some models. Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more iPhone 14 updates.