Apple、iPhone 14與供應鏈的近期趨勢預測 / Some predictions for the recent trends of Apple, iPhone 14, and supply chain
2 min readSep 20, 2022
Apple、iPhone 14與供應鏈的近期趨勢預測:
- 在產線轉換後,iPhone 14 Pro系列出貨佔整體iPhone 14出貨量在2H22達60–65% (vs. 先前預估55–60%)。
- iPhone 14 Pro Max在2H22佔整體iPhone 14出貨量約30–35%,為最受歡迎的iPhone 14機種。
- iPhone產品組合轉佳,故Apple可能在10月底的財報會議上,對4Q22提出對正向展望 (假設iPhone在11月下旬後的出貨量沒有顯著下滑)。
- 若Apple對4Q22展望正向,則iPhone 14 Pro系列的主要受益者的4Q22 iPhone事業之營收與利潤可能有潛在上調空間,包括:
(1) Sony (48MP CIS獨家供應商)
(2) 大立光 (長焦鏡頭主要供應商與超廣角VCM二供)。
(3) LG Innotek (後置CCM獨家供應商)
(4) Alps (長焦VCM獨家供應商)
(5) Minebea (超廣角VCM主要供應商)
(6) Samsung Display (幾乎是Pro面板獨家供應商)
(7) 工業富聯/鴻準 (不銹鋼金屬中框主要供應商)
(8) 鴻海 (Pro系列獨家EMS)
Some predictions for the recent trends of Apple, iPhone 14, and supply chain
- 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 iPhone 14 Pro Max accounts for 30–35% of the total iPhone 14 shipments in 2H22 and is the most popular iPhone 14 model.
- The iPhone product mix is improving, so 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 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)