Ming-Chi Kuo: iPhone 14 Pro Max is Apple's top-selling smartphone

From "Some predictions for the recent trends of Apple, iPhone 14, and supply chain" posted Tuesday on Medium:

  1. After the production line switch, iPhone 14 Pro models will account for 60–65% of the total iPhone 14 shipments in 2H22 (vs. 55–60% previously estimated).
  2. The iPhone 14 Pro Max accounts for 30–35% of the total iPhone 14 shipments in 2H22 and is the most popular iPhone 14 model.
  3. The iPhone product mix is improving, so Apple may offer a positive outlook for 4Q22 at the next earnings call in late October (assuming iPhone shipments won’t decline significantly after late November).
  4. If Apple offers a positive outlook for 4Q22, the primary beneficiaries of the iPhone 14 Pro models may have potential upsides in the revenue and profit of the iPhone business in 4Q22, including:
    (1) Sony (sole supplier of 48MP CIS)
    (2) Largan (main supplier of the telephoto lens and the second supplier of the ultra-wide camera VCM).
    (3) LG Innotek (sole supplier of rear CCM)
    (4) Alps (sole supplier of the telephoto camera VCM)
    (5) Minebea (main supplier of ultra-wide camera VCM)
    (6) Samsung Display (almost the sole supplier of the Pro model’s panels)
    (7) FII/Foxconn Technology (main supplier of the stainless steel metal frame)
    (8) Hon Hai (sole EMS of Pro models)

My take: Is that a list of Kuo's sources?

One Comment

  1. David Emery said:
    Where is there doubt “Apple may offer a positive outlook for 4Q22 at the next earnings call in late October “??? What credible source is predicting a less than positive 4Q22?

    2
    September 20, 2022

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