Analyst data shows demand outpaces supply for iPhone 14 Pro and iPhone 14 Pro Max

Analyst data shows demand outpaces supply for iPhone 14 Pro and iPhone 14 Pro Max
A new client report by analyst David Vogt of investment firm UBS and read by AppleInsider reveals that the delivery times of the iPhone 14 Pro and iPhone 14 Pro Max have increased, indicating that the demand for these models is overwhelming. The delivery time counts the number of days it takes for a product to be delivered from when the order is placed. A high and increasing lead time is indicative of strong demand and/or low supply, while a low and decreasing lead time is seen when the demand for a product is decreasing.

An increase in the delivery times of the iPhone 14 Pro models in the states is indicative of increased demand.

In his report to UBS customers, Vogt looked at delivery times for the latest iPhone Pro models in more than 30 countries. The data was collected before China, citing the return of COVID, locked down certain areas that could result in less iPhone production in the country. In the US, the analyst says that delivery times have increased for the iPhone 14 Pro and iPhone 14 Pro Max models in a range of 5 to 25 days.
The analyst also believes that iPhone supply in the December quarter could be affected by the COVID lockdown in China affecting Foxconn’s largest iPhone factory in Zhengzhou. Vogt says Apple could produce 86 million iPhone units in the current quarter, though he also says there’s a possibility that Apple it could drop a little below that number. Video posted on social media sites, including a YouTube clip Shared by Guardianit purportedly shows the exodus of up to 20,000 Foxconn workers escaping the COVID lockdown and not planning to return.
Vogt said the increase in lead times was due to stronger-than-expected strength in direct sales during September that beat analysts’ expectations. The sell-through rate is the amount of inventory sold during a specific time period (usually a month) as a percentage of the amount of inventory received during that time period. For example, if Apple sells 100 phones in a month and adds 200 units during the same time, it would have a sell-through rate of 50%.

During September, U.S. iPhone sell-through rates increased 3% year-over-year, while iPhone 14 Pro models sell-through rates increased 50% over the rate for iPhone 13 models Pro during the same previous month. year. Part of the reason for this increase was the earlier release of the iPhone 14 series this year (September 16 vs. September 24 for last year’s iPhone 13 lineup; the iPhone 14 Plus wasn’t available until October 7). But pure demand for the 2022 models increased annually.

Apple could differentiate between iPhone 15 Pro and iPhone 15 Ultra next year

Apple made sure to differentiate the non-Pro and Pro iPhone 14 models this year to a degree never seen before. The Pro units feature better AMOLED screens (reportedly, all iPhone 14 Pro Max panels come from Samsung, while iPhone 14 panels come from China’s BOE). Non-Pro models are powered by last year’s 5nm A15 Bionic chipset, while Pro units contain the new 4nm A16 Bionic chipset (technically “improved” 5nm).

Of course, there’s the telephoto camera on the iPhone 14 Pro phones, and while the non-Pro units still have the old-school notch, the iPhone 14 Pro and iPhone 14 Pro Max have Dynamic Island. This is the cool shape-shifting multitasking notification feature that stole the reveal event back in September. And of course, the screens on the iPhone 14 Pro models feature ProMotion, which brings 120Hz refresh rates to premium Apple phones. With the ProMotion display, scrolling is silky smooth as the screen refreshes 120 times per second.

There is speculation that next year, Apple will differentiate the iPhone 15 Pro from the top-of-the-line iPhone 15 Ultra, the latter possibly being the only 2023 iPhone to feature a telescopic periscope lens. Such a lens bends and uses prisms to reflect light to the image sensor. This allows a phone to offer greater optical zoom capabilities than would normally be possible considering the size and internal space within the device.

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