Since the official launch of the iPhone 14 series, there have been several reports on the sales of these devices. The iPhone 14 Pro and Pro Max sales have been great. However, we can not say the same about the iPhone 14 and iPhone 14 Plus. The reason for this is quite obvious. The iPhone 14 Pro series comes with more (maybe too many) updates than the regular models. According to Tianfeng International analyst, Ming-Chi Kuo, there are some production changes in Apple’s iPhone supply chain. The changes involve Hon Hai Foxconn, Pegatron, and Luxshare Precision.
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Apple is in talks with Pegatron and Luxshare Precision
According to reports, Apple is in talks with some of its production factories. The company is in talks with Pegatron and Luxshare Precision. Apple wants to convert the iPhone 14 / 14 Plus production line to the iPhone 14 Pro / 14 Pro Max. Luxshare expects to start shipping the iPhone 14 Pro as early as Q1 2023.
Ming-Chi Kuo claims Foxconn plans to gradually reduce iPhone production capacity from November to December this year to deal with seasonal problems. Plans to reduce iPhone production capacity will delay after the Foxconn iPhone factory in Zhengzhou enters close-loop production. Since the Zhengzhou Foxconn iPhone factory suddenly entered closed-loop production without warning, more than 10% of the world’s iPhone production capacity will be affected. However, this event has not changed the current iPhone supply chain shipment forecast. Foxconn’s production capacity will gradually increase in a few weeks. The impact on 4Q22 iPhone shipments should be limited. The iPhone 14 Plus sales have not been great.
Ming-Chi Kuo claims that Apple asks Hon Hai Foxconn to switch production lines. It will switch the iPhone to the iPhone 14 Pro model. After the switch, the iPhone 14 Pro shipment will account for the iPhone 14 total shipment in 2H22. This is about 60–65% (vs. the previous estimate of 55–60%). In addition, the iPhone 14 Pro Max accounts for about 30–35% of the iPhone 14 series shipments in 2H22. This makes it the most popular iPhone 14 model.