Analyst Ming-Chi Kuo believes that through 2022, the iPhone 14 Pro models will receive more of Apple’s manufacturing attention than was initially anticipated.
Analysts are speculating about the variety of versions Apple will sell after less than a week of availability for the majority of iPhone 14 models. An analyst at TF Securities, Ming-Chi Kuo, provides an update on forecasts for this year’s launches.
In a Medium article, Kuo forecasts that with a change in manufacturing lines, the iPhone 14 Pro models will account for sixty percent to sixty five percent of all shipments of the iPhone 14 in the second half of 2022. This exceeds earlier projections, which predicted between fifty-five percent and sixty percent.
The iPhone 14 Pro Max is predicted to be the best-selling model among the bunch, making up thirty percent to thirty-five percent of all iPhone 14 shipments during that time.
The statement made by Kuo appears to be in line with other analysts’ predictions. JP Morgan stated that there is a significant demand for Pro models in general due to the Pro models’ lengthy wait periods.
Additionally, Kuo thinks that the balance of iPhone products is “improving” and that Apple may provide a promising prognosis for the fourth quarter on the company’s earnings call in late October. This is predicated on the idea that iPhone shipments “won’t decrease considerably beyond late November,” though.
Kuo predicts that the beneficiaries in the Pro models’ supply chain will be the manufacturers of camera parts. Sony, the sole supplier of the 48-megapixel sensor, is also on the list, along with Largan, LG Innotek, Alps, and Minebea, a lens manufacturer.
The benefits of having Samsung Display as the only provider of display panels, Foxconn Technology as the primary supplier of stainless steel frames, and Hon Hai as the “sole EMS of Pro Models” are also mentioned.