From Kuo's Twitter feed, posted Friday:
(1/4) The demand for iPhone 14 in the Chinese market may be stronger than that of the iPhone 13 from the viewpoints of distributors/retailers/scalpers.
(2/4) My latest survey indicates that some Chinese distributors/retailers/scalpers have to pay the highest prepaid deposit ever for iPhone 14 to ensure a sufficient supply, implying the iPhone 14 demand in the Chinese market will likely be higher than expected.
(3/4) At present, in the Chinese market, the iPhone 14 prepaid deposit is significantly higher than the iPhone 13 and even twice as high in some areas.
(4/4) The iPhone 14 shipment forecast of component suppliers and EMS is about 100 million and 90 million units in 2H22, respectively. The solid demand for iPhone 14 in the Chinese market may reduce market concerns about the risk of the iPhone 14 order cut after the launch.
My take: Bodes well for fall. BTW, I'm coming to appreciate Kuo's access to China's distributors/retailers/scalpers network.