The latest forecast of the agency shows that due to the
popularity of the iPhone 14 Pro series models and other reasons, the average
selling price of Apple's iPhone will hit a new high in the third quarter,
reaching $892.
However, the sales of the standard version of the iPhone
14 have been cold. Sandalwood e-commerce market monitoring data shows that the
cumulative sales of the iPhone 14 series on the Tmall platform (7 days of
pre-sale plus 4 days of sales) compared with the same period of the iPhone 13
series decreased by 6%, and sales increased by 4% year-on-year. In terms of
sales by version, the sales of the standard series decreased by 71%
year-on-year, and the sales of the Pro series increased by 38% year-on-year.
On September 26, "iPhone 14 may become the worst-selling
model in Apple's history" rushed to Weibo's hot search.
On September 26, a reporter from China Securities Journal
learned from the research institute Counterpoint Research that the agency
predicted that due to the best-selling iPhone 14 Pro series models, the average
selling price of Apple’s iPhone will hit a new high in the third quarter,
reaching $892. The average price will continue to climb to $944 in the fourth
quarter.
According to Sandalwood e-commerce market monitoring
data, the 7-day pre-sale sales of the iPhone 14 series on the Tmall platform
increased by 7% compared with the 7-day pre-sale of the iPhone 13 series, and
sales increased by 17% year-on-year; in terms of pre-sale sales by version, The
pre-sale volume of the standard series decreased by 70% year-on-year, and the
pre-sale volume of the Pro series increased by 56% year-on-year.
A few days ago, Futu Securities released a research
report saying that the iPhone 14 Pro series models are the best-selling models,
which are expected to increase the ASP (average selling price) of the iPhone
series and contribute more profits.
According to the research report of Xiangcai Securities,
various new models of the iPhone 14 series are currently affected by the
configuration, and the market popularity is different. The delivery time of the
standard version of the iPhone 14 is shorter, but the delivery cycle of the
iPhone 14 Pro series version is longer.
On September 26, a reporter from China Securities Journal
noticed that when placing an order on Apple’s official website, the iPhone 14
Pro needs to wait 4-5 weeks for receipt, and the iPhone 14 Pro Max needs to
wait 5-6 weeks. The iPhone 14 is in sufficient supply and is in stock when you
place an order on Apple's official website.
Industry insiders believe that at present, the sales of
Apple's iPhone is "ice and fire". While the iPhone 14 Pro series is
selling well, the sales of the standard version of the iPhone 14 are not ideal.
According to Sandalwood e-commerce market monitoring
data, as of September 19, the cumulative sales of the iPhone 14 series on the
Tmall platform (7 days of pre-sale plus 4 days of sales) fell by 6% compared
with the same period of the iPhone 13 series, and sales increased year-on-year
4%; in terms of sales by version, the sales of the standard series decreased by
71% year-on-year, and the sales of the Pro series increased by 38%
year-on-year.
On September 26, "iPhone 14 may become the
worst-selling model in Apple's history" rushed to Weibo's hot search.
Industry insiders believe that iPhone 14 sales are not as
good as expected or related to the lack of the latest chips. In addition, the
iPhone 14 Pro series has been upgraded in terms of camera functions.
There are four models in the Apple iPhone 14 series. But
in terms of chips, the iPhone 14 and iPhone 14 Plus use Apple's A15 bionic
chip; the iPhone 14 Pro and iPhone 14 Pro Max use Apple's latest A16 bionic
chip.
Recently, it was reported that Foxconn employees said
that Zhengzhou Foxconn dismantled part of the iPhone 14 production line. In
this regard, Foxconn said: It does not comment on market rumors. On September
23, Foxconn insiders told a reporter from China Securities Journal that some
iPhone 14 production lines were upgraded to produce iPhone 14 Pro series
models, which did not have much impact on production. Foxconn’s Shenzhen and
Zhengzhou factories are currently in hot production.
Brokerages
recommend paying attention to orders in the fourth quarter
Since the second half of the year, it has entered the
traditional peak season of consumer electronics sales. CITIC Construction
Investment said that with Apple, Samsung, Huawei and other manufacturers
launching a series of product updates, it is expected to bring strong market
demand. According to the pre-sale situation of platforms such as JD.com and
Tmall, the sales volume of Apple mobile phone products is still considerable,
the proportion of high-end model orders has increased, and the Apple industry chain
still has the strongest certainty of growth. It is recommended to focus on the
performance improvement and estimation of Apple industry chain. Value repair
opportunity. In addition, the return of Huawei's Mate50 series to the market
after two years will boost market confidence, stimulate consumers' demand for
replacement phones, and inject new vitality into the mobile phone market.
Xiangcai Securities believes that since there are still
more than 700 million potential replacement users for the iPhone, iPhone sales
are expected to grow slightly, and the launch of the iPhone 14 series will
bring benefits to "fruit chain" manufacturers.
CICC said that with the release of new phones by mobile
phone manufacturers in the third quarter, it is expected to promote the
performance of related companies to exceed expectations, and it is optimistic
that the prosperity of the mobile phone industry chain will continue to rise.
According to the Huatai Securities Research Report,
strong sales of products such as the iPhone 14 Pro benefit supply chain-related
companies. However, it is necessary to pay attention to the impact of order
adjustments after the fourth quarter.
Editor: Zheng Yashuo
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