[Reporter Chen Liyu/Taipei Report]If you want to buy the iPhone 14 Pro, wait until January next year! Hon Haifa said that prior to the meeting, the iPhone 14 Pro factory in Zhengzhou was facing a major outbreak. Due to 7-day static management of the nearby Zhengzhou factory, the supply chain revealed that under the logistics control, the iPhone 14 Pro delivery time has been extended to 40 days Shipments in the first quarter of next year will be revised downward and there may be 2 to 3 million fewer units, which will also affect Hon Hai’s fourth quarter outlook.
The market initially hoped that next year’s iPhone 15 would be replaced with Apple’s data chips to save the market, but supply chain sources have pointed out that the iPhone SE4 in 2024 will not be equipped with its own chips as soon as possible. 5G data.
Hon Hai benefited from the increase in market share this year, and the third quarter increased threefold in the second quarter. In the first half of the year, it earned 4.53 yuan per share. Holds a high unit price of the iPhone 14 Pro and is betting on third-quarter results Hon Hai initially expected to be optimistic about full-year performance this year, which should be better than expected, but the impact of the factory Zhengzhou will become the focus of the meeting on November 10th.
The Foxconn Zhengzhou plant, the world’s largest iPhone foundry, continued to spread due to the outbreak.Although the Foxconn Zhengzhou plant adopts closed-loop manufacturing, the static management of the surrounding connected factories has affected the momentum of shipments of the supply chain. Supply chain sources pointed out that the current delivery period of the iPhone 14 Pro has been extended by 40 days.In other words, if you want to buy the iPhone 14 Pro now, some models may have to wait until next year.
Fubon Investment Consulting said that since the iPhone 14 is positioned similarly to the iPhone 6s series in 2015, it is a follow-up to the super-powerful wave of replacement. half of next year could decline by 11% year-over-year. Overall iPhone shipments in the second and third quarters will also decline by 12% and 10% respectively, and as the economic downturn continues to affect consumption, Apple may cut construction orders, and next year’s iPhone models will show a landing. hard. .
However, Apple is not without its countermeasures. Fubon Investment Consulting also pointed out that the market has repeatedly reported that Apple will launch an iPhone model equipped with its own data chip in 2023. According to data from the supply chain survey, Apple will choose the 6.1-inch iPhone SE4 for launch in 2024. Its data chip, the main strategy is to first test the water temperature through the iPhone SE4, which will help open the doors to the flagship iPhone 16 in 2024.
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