The new iPhone 14 Pro and iPhone 14 Pro Max models will account for 60–65% of the total iPhone 14 shipments in the second half of this year, according to TF Securities analyst Ming-Chi Kuo.
iPhone 14 Pro Max is the most popular model of the new iPhone 14 lineup
In a new blog post, the analyst revealed that the iPhone 14 Pro models will now account for over half of the total iPhone 14 shipments in the second half of 2022. Previously, it was estimated that the models would account for 55–60% of total shipments.
Out of the 60-65% of iPhone 14 Pro shipments, the Pro Max will account for 30–35% of the total iPhone 14 shipments in 2H22 as it is proving to be the most popular model out of the lineup.
Recently, Kuo also revealed that Apple has asked its main iPhone supplier Foxconn to increase production of the iPhone 14 Pro by 10%. More Apple suppliers should “also receive order increase requests for iPhone 14 Pro models from Apple in the next few weeks.”
Kuo went on to say that Apple may “offer a positive outlook for 4Q22 at the next earnings call in late October (assuming iPhone shipments won’t decline significantly after late November).”
If the Cupertino tech giant offers a positive outlook for the fourth quarter of 2022, the primary beneficiaries of the iPhone 14 Pro models will see an uptick in revenue. These primary beneficiaries include:
- Sony (sole supplier of 48MP CIS)
- Largan (main supplier of the telephoto lens and the second supplier of the ultra-wide camera VCM).
- LG Innotek (sole supplier of rear CCM)
- Alps (sole supplier of the telephoto camera VCM)
- Minebea (main supplier of ultra-wide camera VCM)
- Samsung Display (almost the sole supplier of the Pro model’s panels)
- FII/Foxconn Technology (main supplier of the stainless steel metal frame)
- Hon Hai (sole EMS of Pro models)
This year’s Pro models feature a new display cutout called the Dynamic Island, the A16 Bionic chip, a 48MP camera system, and more. The display of this year’s Pro models is also 120Hz and supports an always-on display functionality.