Why is the price of iPhone14 high -end machine prices that rose thousands of yuan "fruit chain" enterprises?
Author:Securities daily Time:2022.08.10
Our reporter Jia Li Apple's new mobile phone has not yet officially launched, but its price has always attracted much attention. On August 9th, it is reported that the iPhone 14 basic version will maintain the starting price of the previous generation model, but the iPhone 14 Pro series two high -end models will have a high probability that the price increases. The iPhone 14 Pro is expected to start at 8999 yuan starting at 8999 yuan. , IPhone 14 Pro Max is expected to start at 9999 yuan, each of which increases 1,000 yuan than the previous generation, and the price of the top 1TB version of the iPhone 14 Pro Max may reach 14,000 yuan, and its previous generation price is 12999 yuan. In this regard, relevant persons of Apple China told the Securities Daily: "Various types of costs have been rising. Under the action of multiple factors, the price of (mobile phone) floating is normal." Officially, Apple will uniformly release the price of the iPhone14 series of mobile phones worldwide. Apple customer managers also revealed that next, the price of iPhone's official accessories may also rise. The new iPhone's "rising sound" of Apple's innovation repeatedly questioned research reports showed that in 14 years since 2007, the price of iPhone has risen by 81%globally. "Chip supply is tight, raw materials and manpower rises, and some factories stop work. At the same time, the price of chip foundry has increased, both of which are the factors for the cost of iPhone14 and some of its accessories. In addition, in terms of strategy, Apple uses high -end product profits to subsidize entry -level products. While promoting sales while increasing profits. "Zhou Si Liang's consultant Yang Siliang told the Securities Daily reporter:" From the perspective of market conditions, Apple's price increase can not only offset rising costs, but also bring huge profits to him. Space. "How do consumers think of price increases? According to the recent voting survey of the third -party platform, 60%of the 25,000 netizens who have participated in the voting have chosen "too expensive, no buy", and only 19%of netizens "will buy". Behind Apple's mobile phone prices, its innovation has been repeatedly questioned by the market. An industry insider said that in recent years, the iPhone has no breakthrough innovation performance. The iPhone 14 and iPhone 14 max may still use the previous generation chip, and even use the "old" Liu Haiping design. The degree is not obvious. "Apple follows the principle of cost and efficiency in terms of product functions and design. It has always been cautious about the design that does not increase profits but increases costs. The performance is still unstable and the external factors are more cautious in innovation, but if if it is as if It is easy to lose the market without improving the capacity of innovation. "Zhou Xibing, a researcher at the China benchmarking enterprise case marketing center, told reporters. According to the financial report of the third fiscal quarterly quarterly fiscal year (April-June) released by Apple, the company's net profit achieved net profit was 19.442 billion US dollars, a year-on-year decrease of 11%. In addition, Apple's net revenue of Greater China was US $ 14.604 billion, a year -on -year decrease of 1%. In the first fiscal season and the second fiscal season of 2022, Apple's revenue in Greater China increased by 21%and 3%year -on -year. "This year, the entire mobile phone industry is facing the pressure of performance. Apple has also shown a weak growth in the Chinese market. At present, its inventory is relatively stable. Price of new products is also one of the ways to boost performance. 14 sales performance. "Yang Siliang said. Can the supply chain be benefited from the supply chain to increase the fruit chain listed company? However, Apple seems to be confident. It is reported that Apple has recently expanded the total number of iPhone 14 series of new machines in the early stages of stock preparation, and 95 million units on high standards were increased by about 5%from previous expectations. Return to the trend. In terms of suppliers, it is reported that Hon Hai, Lixun Precision, and Heshuo are all foundry manufacturers of iPhone 14 series mobile phones. Among them, high -end iPhone 14 Pro or above model mobile phones are mainly supplied by Hon Hai. According to the market research institution OMDIA issued, Apple is adjusting the iPhone 14 OLED panel supply chain. Samsung Show, Lejin Show and BOE are still the largest three suppliers. "Because Apple changes the supply strategy, the price can be replaced by competitive suppliers in a competitive manner, and the cost of rising costs is borne by the fruit chain enterprise and the profit of the company is thin. At the same time, under the unstable market supply, Fruit chain companies bear a large number of inventory risks and capital risks transferred from Apple. "A person in charge of an Apple Industry Chain Company said. According to the statistics of Choice Daily, the "Securities Daily" reporter, in the first quarter of this year, 65 of the 107 fruit chain listed companies declined, accounting for 60%. According to the above -mentioned industrial chain, if the price increase of Apple mobile phones has limited impact on the industrial chain enterprise, the shortage of chips is still serious, the cost of raw materials is still rising, and recruitment is also difficult. The actual situation of the enterprise is not as good as market expectations. Zhou Xibing believes that Apple will directly benefit from the price increase of the new iPhone and the profit will be increased. However, due to the high cost of industrial chain companies, insufficient operating rates, and diluted profits, fruit chain listed companies are affected by their prices.
Fruit chain companies also need to continue to diversify to further get rid of their dependence on Apple, form a strong technical barrier, and reduce their own replacement.Picture | Site Cool Hero Bao Map Network Apple Official Website Production | Zhu Lingzi Review | Xu Jie Editor | Shangguan Monroe Final Audit
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