Is iPhone14 stable?Five or five years of success or failure

Text/Wang Xinxi

Source/Hot Micro Review

There are more than two months before the release of the iPhone14 series, but the various breaking news has been picked up seven or eight, and more and more details. For example, the iPhone 14 Pro will use a 48MP camera system, the sensor size increases by 57%, supports 8K video video video Essence It is even reported that the two models of the iPhone 14 Pro will be equipped with Apple's latest A16 chip.

The latest supply chain news said that many Apple suppliers have begun to ship for the iPhone 14 series launched in September, and will be sent to agency industrial and commercial such as Foxconn to complete the final assembly. Although there are still two months before the release time, the fruit chain is already running quietly.

Bloomberg News also said that BOE AMOLED panel has passed Apple iPhone 14 certification. At present, Samsung, LG and BOE will still be the main suppliers of the three major flexible OLED panels of the iPhone 14 series models. According to industry estimates, Samsung Show (SDC) will supply 60 million pieces, LGD supply 25 million pieces, and BOE supply more than 5 million pieces.

Judging from the latest news information, the four mobile phones will be launched by the iPhone14 series are iPhone14, iPhone14max, iPhone14 Pro, iPhone14 Pro Max. The storage versions include 128G, 256G, 512G, and 1TB, all of which are 8G memory. The battery capacity is 3200mAh and 4323mAh, respectively. They support the latest Promotion technology. The low brush rate is only 1Hz. It is even expected to appear AOD interest screen display function.

This time I am optimistic about the sound of the iPhone14 series. After all, after Huawei faded out, a rule released by the iPhone's new product since Cook has been in charge of Apple -after each Apple conference, the industry is vomiting innovation weakness and squeezing toothpaste every year. Soft hands, never dodging the law of real incense.

Especially after Huawei faded out, the iPhone selling toothpaste has become a normal state.

Therefore, although the iPhone14 series has no suspense, from the mainstream viewpoint of the current industry, the iPhone14 has been stable.

Is it stable?

Tianfeng International Analyst Guo Mingzheng said through overseas social platforms that with his investigation of Chinese dealers, retailers and oxen, the Chinese market's demand for iPhone 14 may be stronger than the iPhone 13. They paid "the most prepaid deposit ever" for iPhone 14.

He pointed out that in the Chinese market, Apple's iPhone 14's prepaid deposit is significantly higher than the iPhone 13 series, and even doubled in some areas. According to component suppliers and logistics analysis and prediction, Apple iPhone's shipments in the second half of this year may reach about 100 million or 90 million units.

If you want to find the reason for the iPhone14 sales, we can judge from the influencing factors of the past iPhone sales. From the perspective of past history, the sales of new iPhone products do not depend on innovation, but more from higher recognition recognition. The degree and lower price win.

For consumers who want to buy a new iPhone, most of them basically only pay attention to two points. First, whether the color and design are more fashionable and more recognizable. Second, whether the price is more cost -effective than the previous generation.

From the iPhoneX series to the iPhone12 and iPhone13 series, the new design, new colors, and new dimensions of the iPhone series are almost one of the important factors that can attract consumers.

It can be seen from the current news that Apple is providing a larger screen for its 2022 flagship devices: 6.1 -inch iPhone 14, 6.1 -inch iPhone 14 Pro, 6.7 -inch iPhone 14 Plus, and 6.7 -inch iPhone 14 Pro Max. Essence

Among them, iPhone 14 Plus (previously called iPhone 14 max) is more cost -effective -lower prices than iPhone 14 Pro, but have a larger screen configuration, which is very cost -effective in the perspective of fruit powder.

Compared with the previous generation, the iPhone14 series is undoubtedly higher. According to the news from overseas people, after purple, the "local tyrants" of the iPhone 14 Pro series came back again. It's just that different of the local gold of the iPhone6 ​​series in the past, this new color is "bronze gold", and has an Indian style.

Compared with the old iPhone's "local gold", it has higher saturation and color purity, closer to orange, higher recognition, and higher purity of "local tyrants".

From the popularity of many new colors such as the dark night green of the iPhone11 series, the Klein Blue of the iPhone12 series, the iPhone 13 Pro's Yuanfeng Blue, and the "bronze gold" of the iPhone14 series has almost scheduled the explosive position.

In addition, the design, Liu Haiping has used many generations. In the iPhone14 generation, the industrial chain has determined that the PRO model cancels the new style of bangs -it has changed Liu Haiping to an exclamation mark screen, which makes the iPhone abandoned the symmetrical design, which has abandoned the symmetrical design. The high recognition of iPhone in appearance often brings consumers' motivation for changing machines. Finally, the upgrade at the image level. According to the current news, the iPhone 14 Pro model will abandon the ancestral 1200W pixels, upgrade to the Android Qianxian machine standard 4800W pixels, from Realme Q to Honor 9X Pro, Redmi Note7 and so on.

In the domestic thousand yuan machine camp, 4800W pixels are already standard standard, and it is also a highlight that it is not worthy of coming out. But in many fruit powder, the 48 -megapixel upgrade to the iPhone14's image performance improvement is worth looking forward to. Therefore, under the blessing of new screen models, canceling bangs, stronger images, and greater operating memory (standard 6GB), the possibility of iPhone 14's demand exceeding the iPhone 13 series is existing.

The variable lies in the pricing: Will the price increase be a smoke bomb?

But there is currently a variable factor -pricing.

Based on the predictions of previous analysts: the starting prices of the iPhone 14 Pro and iPhone 14 Pro Max are $ 1099 and $ 1199, respectively, which is 100 US dollars higher than last year's iPhone 13 Pro series. The National Bank version may be more expensive. The price of the 1TB version is 13999 yuan, which will also be the most expensive iPhone ever.

Foreign media TheSun reports that Dan Ives, a science and technology industry expert, warned that prices will rise sharply. We believe that the iPhone 14 will increase the price of $ 100 (about 670 yuan).

Although most of the current news and information show that the iPhone14 series price increase is a high probability event. But from the perspective of Apple's new products in recent years, Apple is very cautious about pricing.

Under the environment of the market economy and people's income repeatedly, in the environment of seeking the naked eye that people's income, Apple, which has always been well versed in market consumption, has no reason to move against the trend. As a businessman who has accurate profits and sales, it is impossible In the market environment, the price raises the price, and the enthusiasm of consumers' purchase of the machine.

In fact, before the release of the iPhone11 series in the past, many broke news also showed that the iPhone11 series will continue the price increase strategy of the iPhoneXS series. However, the iPhone11 series breaks the expectations of the outside world. Essence

From the past history, it is a marketing strategy that the information increase of the iPhone14 series of iPhone14 series is currently exposed? Is Apple officially released a smoke bomb in the market to test the external response to the iphone14 series of prices?

The news of the price increase will be released in advance, which will increase the expected price expectations of consumers. If the subsequent pricing does not rise and below consumer expectations, it will give consumers a sense of cheapness, so that the purpose of fast harvesting market can be achieved.

Of course, this is just a speculation of the author. The news of the iPhone14 series of price increases has actually produced a market response. From the perspective of the "winning champion" performance of the iPhone13 series during the 618 period, consumers may also smell the iphone14 price increase in advance.

The same is true in the second -hand market. According to the latest Q2 mobile phone report report released by the transfer group, Apple iPhone ranks first in the second -hand market brand list with a transaction volume of 34.79%.

From the perspective of the past Apple's pricing strategy, Apple will not allow the old model to sell and the new model cannot be sold. The author's opinion, compared to other sizes, colors and configurations, the pricing of the iPhone14 series may be the only information that cannot be determined at present.

Five or five years of success or failure

After all, from the perspective of this year, the uncertainty of the epidemic has increased, and the desire to upgrade people's consumption upgrades is decreased. The topic of "why young people don't change the opportunity" continues to ferment. Countpoint has previously shown that the current average user changes machines have changed machines. The cycle has exceeded 31 months.

The market environment of the downlink period has caused the sales of Android manufacturers.

In April this year, Guo Mingzheng, an analyst of Tianfeng International Securities, said that China's major Android mobile phone brands have reduced about 170 million orders this year, accounting for 20%of the 2022 shipment plan. Orders may decrease again.

Judging from the history of the past few years, whether it is the iPhone or the domestic flagship, the quality of sales is almost correlated with the relationship between product pricing.

For example, for the first time, the iPhonex series raised the pricing of the iPhone to 10,000 yuan. The iPhoneXS and iPhone11 series continued to increase the price increase strategy. As a result, sales have ushered in a low tide in the historical sales of Apple iPhone in the past five years.

Everyone knows what happened later. Apple wakes up. From the iPhone12 series, Apple has no longer increased prices. However, on the domestic camp, the domestic flagship borrowed 5G to follow the high -end strategy, and the collective price began to increase. As a result, the market pattern has shifted again. The effect of domestic flagship impacting high -end is not obvious. From the second half of 2020 to 2021, with the iPhone12 series and iPhone13 series that did not increase the price, Apple basically eaten Huawei's empty market.

In 2021, the iPhone's sales were as high as 239 million, and in the fourth quarter of 2021, Samsung became the global sales champion. The latest data released by Countpoint shows that Apple's share in the high -end market reached 62%in the first quarter of 2022, reaching the highest level since 2017. In the past half of the year, Apple will usher in the peak sales season.

But the prosperity will decline. Due to the extension of the demand for changing the machine and the current tendency to downgrade at the current retail level, the iPhone13 series is too popular for the iPhone14 series to sell uncertainty.

In the past, the sales of iPhone have always been the same as the age of age, and a climax is accompanied by the next low tide. But in fact, Apple's big year has continued for three years since Apple's launch. In particular, the probability of shrinking demand will increase. Prior to the release of the iPhone14 series, the iPhone13 series was too popular, which means that the iPhone13 series is actually overdrawn and snatched the iPhone14 to replace users.

The business world is ever -changing. Before it happened, the sales of any product did not have "stable". Whether the iPhone14 is selling or not depends on whether the domestic camp has strong players or strong explosive models (the upcoming Huawei P60Pro, Samsung Galaxy S23 are also competitive), and whether the pricing has just fallen into consumer expectations.

As the price of the entire supply chain has been rising, Apple ’s cost increases when manufacturing iPhone, and the possibility of price increases exist. However, under the environment of economic downside and consumer output, rational consumption trends have risen, and whether consumers will still be as always as ever as ever. There is still uncertainty in buying and buying. Therefore, in terms of analysis, iPhone14 is in five or five.

For the entire mobile phone market, Apple's own uniqueness is undoubtedly making domestic mobile phones very uncomfortable. Due to the low market, the entire mobile phone industry chain and even the original Android supply chain manufacturer of Apple -from supplier to foundries, from mobile stores In the dealer, I look forward to Apple a timely rain to save the poor.

This tendency from the dealer to the supply chain side is undoubtedly voting with feet. If the sales volume of the iPhone 14 series is from 90 million to 100 million units according to the analyst's forecast, then the stock market will be left to domestic mobile phone users. It will face shrinkage. Therefore, in addition to anxiety, domestic manufacturers are time to plan the question of how to meet next.

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