After Apple released the new iPhone 14 series, only the iPhone 14 Pro and iPhone Pro Max sold well. (Archyde.com file photo)
[Reporter Zhuo Yijun/Taipei Report]After Apple released the new iPhone 14 series, it was hit by the tightening of the global consumer market. Only the iPhone 14 Pro and iPhone Pro Max were selling well. Follow-up orders may be imperative. Industry insiders have analyzed that Luxshare, as the second supplier of the iPhone 14, will bear the brunt of Apple’s order adjustment, coupled with the slowdown in demand for wearable products, Luxshare’s follow-up revenue and profits, which are actively attacking wearable products, are likely to increase again. impacted.
According to industry sources, the four new iPhones launched by Apple this year and Luxshare have not received NPI (New Product Introduction), and are only the second supplier of iPhone 14 and iPhone 14 Plus. Due to poor sales, facing Apple With the upcoming order adjustment, Luxshare will receive less order share in the future. Generally speaking, manufacturers who get NPI can not only ship first, but also get more orders.
In addition, Luxshare is actively attacking wearable products. According to IDC statistics, the demand for wearable products has slowed down. In the second quarter, the shipment volume decreased by 6.9% year-on-year to 107.4 million units. The gross profit of wearable products is relatively low. The iPhone 14 order cut and the slowdown in demand for wearable products are likely to affect future revenue and profits.
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