iPhone 14 sales may encounter headwind Guo Mingji: The biggest challenge is the demand side

Well-known analyst Ming-Chi Kuo believes that the main cause of iPhone 14 sales this year is the demand side, not the supply chain. (Photo/CTWANT data photo)

[周刊王CTWANT] Apple’s annual event WWDC (Worldwide Developers Conference) will be held in the early morning of June 7th, Taiwan time, focusing on the new Mac and OS updates on various platforms, but the most concerned about the iPhone 14, which is expected to be released in the fall, Tianfeng International Analysis Shi Guo Mingchi believes that this year’s iPhone 14 sales will encounter three impacts, of which the demand side is the biggest challenge.

The focus of the technology world is on Apple’s annual WWDC and its fall conference, which represent the technology trends for the next year; it is predicted that this year’s WWDC will focus on the new generation of Macs equipped with M2 chips and the possible release of Apple’s helmets.

From the perspective of Apple’s revenue ratio, the iPhone at the autumn conference is the real golden rooster, accounting for about 50% of annual revenue. According to comprehensive foreign media reports, this year’s iPhone will have 4 models: iPhone 14, iPhone 14 Max, The iPhone 14 Pro and iPhone 14 Pro Max have been cancelled this year due to the poor sales of the mini version of the iPhone.

Affected by the mainland authorities’ lockdown policy against the new crown pneumonia, the production capacity of assembly plants in Shanghai and satellite cities has been hampered. The outside world is speculating on whether production can be carried out as scheduled by the end of August and early September, and shipments will be made after the autumn press conference. Although the iPhone 14 Max is behind schedule, it is still under control, and Apple has not delayed the shipment date because of this.

However, Tianfeng International analyst Ming-Chi Kuo believes that the biggest factor affecting iPhone 14 sales this year is not the supply chain, but the fact that the overall global economy was affected by inflation in the first half of the year, which made people start to plan carefully. While the previous generation models can still be used, it may not be the case. Pay for a new machine.

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