"Apple has asked Hon Hai to switch the production lines of the iPhone 14 to the iPhone 14 Pro models."
Posted Monday on Kuo's Twitter feed:
(1/5) Due to strong demand for the iPhone 14 Pro models, my latest survey indicates that Apple has asked Hon Hai to switch the production lines of the iPhone 14 to the iPhone 14 Pro models, which will help improve Apple's product mix/iPhone ASP in 4Q22.
(2/5) Based on the production line conversion rate, it's equivalent to an increase in the shipment forecast of iPhone 14 Pro models in 4Q22 by about 10%. Only a few component suppliers' order changes currently reflect Hon Hai's production line conversion (e.g., Samsung Display).
(3/5) I expect that most of the suppliers should also receive order increase requests for iPhone 14 Pro models from Apple in the next few weeks.
My take: This suggests that Apple miscalculated and was surprised by the level of preorders.