iPhone 14 is released today. The standard version and PRO version of the sales are polarized. Can emergency "add orders" boost the industrial chain?

21st Century Business Herald reporter Zhang Sainan Shanghai report

On September 16, the three iPhone 14 series models were officially released (iPhone 14 Plus will be released on October 7), and the news about the sales and evaluation of Apple's new machine is endless.

On the one hand, Apple's sale still attracted consumers to rush, and some Apple flagship stores arranged long dragons. The 21st Century Economic Herald reporter noticed that on a second-hand platform, there have been many transmitted products of the iPhone 14, which ranges from 1,000-2000 yuan.

On the other hand, some netizens who got the new machine said that in a strong light environment, the open hole of the iPhone 14 Pro series and the black UI of the smart island will have obvious color differences. This is not friendly to users.

From the perspective of sales, the iPhone14 series new machines are different from differentiation, and iPhone14 Pro and iPhone 14 Pro Max are more popular. The 21st Century Business Herald searched on a certain e -commerce platform and found that both iPhone14 Pro and Pro Max have been sold out, and only 14 support for purchases.

iPhone 14 Pro and iPhone 14 Pro Max demand is strong, which also means that Apple may increase orders. For the Apple industry chain, it is undoubtedly good news.

High -end version sales are hot

Earlier, Apple had just completed the press conference, and the related topic of "Jobs's daughter spit out Apple iPhone14" appeared on Weibo hot search.

Apple's founder Jobs's daughter Eve mocked the latest iPhone 14 mobile phone on social platforms. She shared an emoticon, saying that upgrading the new mobile phone has become easy.

"After Apple announced today, I upgraded from iPhone 13 to iPhone 14." The picture is a man holding a new shirt that is the same as he is currently wearing.

In this regard, some netizens believe that Apple's new machine lacks new ideas, "iPhone 14 is selling inventory, 14 Pro is the new version."

In terms of configuration, the "smart island" function unique to the iPhone14 Pro version is quite eye -catching. It is considered to be Apple's rare differentiated highlights in recent years. Many consumers said they bought it at the "smart island" function.

Interestingly, from the perspective of sales, it also confirms this.

The 21st Century Business Herald reporter on the sales of Apple flagship stores on an e -commerce platform, 14 Pro and Pro Max are sold out or needed to make an appointment. Only 14 support for order.

Guo Mingzhang, a well -known Apple analyst at Tianfeng Securities, said earlier that the two pre -order results of the iPhone 14 and iPhone 14 Plus were not as good as the iPhone SE 3 and iPhone 13 mini in the first weekend. Increase. Compared with the iPhone 14 Pro and iPhone 14 Pro Max, compared with the iPhone 13 Pro and iPhone 13 Pro Max, the pre -order results are "neutral" and "good".

Some media reports also show that Apple has added two high -end iPhone 14 orders, and has added 20 million units urgently, mainly based on iPhone 14 Pro Max. Based on the calculation of 90 million units this year's expected production this year, the number of orders increased by 20 million units to 110 million units. However, the news has not been confirmed by Apple.

Judging from the real machine experience, there are also negative sounds. Some netizens said that in a strong light environment, the open holes of the iPhone 14 Pro series and the black UI of the smart island will have obvious color differences, and the black digging hole area is deeper. Moreover, the current third -party app has not yet adapted to the smart island, which is mainly based on its own application.

In the pre -sale of Apple's new machine, there was also a "running" farce. Some netizens broke the news that a WeChat Mini Program called "Yilian.com" WeChat Mini Program has now carried tens of millions of huge sums of money after the iPhone 14 or two months. Chongqing Yubei Market Supervision Bureau said that it has paid attention to the relevant situation and has launched an investigation.

Can it boost the industrial chain?

In the long run, the sales of high -end versions will directly affect the upstream industrial chain orders. Guo Mingxuan predicts that according to the current pre -sale results, the strong demand of the PRO model will last until November.

If the "additional order" news is true, it means the opportunity to segmented the industrial chain. According to the 21st Century Business Herald reporter, the iPhone14 has improved significantly in chips and shooting, and these links are closely related to A -share listed companies.

Taking the camera as an example, considering that the iPhone 14 Pro and iPhone 14 Pro Max are both rear three cameras, it means that the camera needs to increase 60 million pieces. At the same time, the foundation of the wafer agency needs to increase the supply of tens of thousands of wafers, and the screen must also increase the corresponding coexistence in order to meet the needs.

In terms of screen, according to previous reports, there are three iPhone 14 series panel suppliers, namely Samsung, BOE (000725.SZ) and LG Display. Among them, Samsung Panel's 82%share, LG Display panel share accounts for 12%, and the remaining 6%are provided by BOE. In terms of cameras, Shunyu Optics has become the largest 7P wide -angle lens supplier of Apple's iPhone 14 series, and there are also Dali Guang, Yujingguang, Crystal Optoelectronics (002273.SZ).

In terms of chips, one of the previous attention was that some media said that the Chinese manufacturer Yangtze Storage has entered the Apple supply chain and will supply the iPhone14 series NAND flash memory. Apple also admits that it is considering the purchase of NAND chips from the Yangtze River storage, but it will only be used for some iPhone sold in China.

A number of disassembly bloggers show that the National Bank models of Apple iPhone14 and iPhone14PRO series use NAND flash memory provided by Yangtze River Storage.

Nomura Dongfang International pointed out that the iPhonePro/Promax upgrade is better than 14/14plus. The full range of pricing is the same as the previous generation. In the context of relatively unfavorable inflation and macro environment, the pricing strategy of the iPhone14 series will be a good factor for sales increase, but at the same time Seeing a large -capacity version compared to the previous generation, the price increase. The new machine shipments given by Apple in 2022 are expected to be 80 million units.

Pacific Securities believes that Apple's parity strategy obviously reflects the current consumer background that attracts mobile phone incremental users to replace it with increasing difficulties. Apple transfers hardware profits in exchange for user ownership. Obviously this reflects the sluggishness of the industry, and the domestic Android high -end intelligent machine brand has declined significantly this year. Next, Apple will be further eaten by Apple through the upgrade of the lens module, the front lens design of the pill -type lens, and the dynamic island function around the new design. The market share of the high -end smart machine is still difficult for the manufacturing components of my country's manufacturing categories to continue to maintain the "neutral" rating of the industry.

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