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