Analyst Ming-Chi Kuo said that Apple will experience reduced power consumption on the iPhone 14 Pro and 14 Pro Max this year due to smartphone shortages and recession in Western economies.
According to the analyst, the demand for the iPhone 14 Pro will “disappear” because people are not able to buy new devices because they simply will not be in stores. Many customers who would like to buy the iPhone 14 Pro now are unlikely to be able to purchase a smartphone in January or later, when the situation in production improves.
It may seem that iPhone revenue will be 20-30% below. In turn, this is reflected in the totality of the company and its profit in the fourth quarter.
Traditionally, this quarter is the most profitable for Apple, because in December, many people buy equipment as a gift for Christmas and New Year. This year in many countries there will be a shortage of new iPhones. Apple has already warned buyers in the US that it won’t be able to ship the iPhone 14 before Christmas.
Kuo estimates that the protests at Foxconn’s Zhengzhou plant will lead to a 20% cut in iPhone production, or 15-20 million smartphones. Sizes of large lights on iPhone 14 Pro and 14 Pro Max models.
It will probably be difficult for Foxconn to remain the exclusive assembler of the iPhone 15 Pro in the future, because Apple will try to diversify production faster. [Medium]
Source: Iphones RU
