Awesome win for Apple on pricey iPhone 14 Pro, Pro Max

Apple had made a massive bet on its belief that people would buy the very expensive iPhone 14 Pro over the plain vanilla iPhone 14. Apple looks to have won the bet and is laughing all the way to the bank. Analyst at TF International Securities, Ming-Chi Kuo, has predicted that the iPhone 14 Pro models will account for 60-65 percent of total iPhone 14 shipments in 2H22 compared to the previous estimate 55-60 percent. "After the production line switch, iPhone 14 Pro models will account for 60–65% of the total iPhone 14 shipments in 2H22 (vs. 55–60% previously estimated)," the analyst said in a report via Medium. And the icing on the cake for Apple is that he also predicted that the even more expensive iPhone 14 Pro Max will account for 30–35 percent of the total iPhone 14 shipments in 2H22. Not just that, he added that the Pro Max is the most popular iPhone 14 model! That too was what Apple had laid a bet on.

It can be known that the predictions have been made for the recent trends of Apple, iPhone 14, and supply chain. Here is all what the analyst has predicted other than the one mentioned above:

1. The iPhone product mix is improving, so Apple may offer a positive outlook for quarterly results (4Q22) at the next earnings call in late October (assuming iPhone shipments won’t decline significantly after late November).

2. If Apple offers a positive outlook for 4Q22, the primary beneficiaries of the iPhone 14 Pro models may have potential upsides in the revenue and profit of the iPhone business in 4Q22, 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)

Apple had announced iPhone 14 series on September 7 along with Watch series 8, Watch SE, Watch Ultra and AirPods Pro 2. Out of the 4 iPhone 14 models, iPhone 14, iPhone 14 Pro and iPhone 14 Pro Max were made available on September 16. While the iPhone 14 Plus will be available on October 7.