According to the latest report, supply chain practitioners pointed out that the current component stocking has been started in mid-to-late June, and the total stocking of the first batch of the iPhone 14 series, which is expected to be launched in September, will be maintained. There are more than 90 million units, which is not much different from previous years.
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The biggest upgrade in specifications is the iPhone 14 Pro/Pro Max, and the iPhone 14/14 Max has hardly changed except for a small memory upgrade. Component practitioners who are familiar with camera modules revealed that the iPhone 14/14 Max has clearly upgraded the 48-megapixel lens, which is the part that needs to be prepared in advance for technology, specifications, and production capacity.
At present, Taiwan-based parts foundries are basically talking about 2024. 2023 (tentative iPhone 15) is ready. However, people familiar with the mobile phone market estimate that although the sales of the iPhone 13 series during the 618 periods were good, and the sales volume grew slightly year-on-year during the same period, from the perspective of the whole year, the outlook for the mobile phone market is generally poor.
Supply chain practitioners admit that it is not clear whether Apple will add a second wave of orders in the fourth quarter. If the shipments of the iPhone 14 series are not good, Apple’s original second batch of additional orders for parts in November and December each year may also be cut.
Taking the camera module as an example, because the preparation of new materials has been relatively clear, it is estimated that the upgrade of the iPhone Pro series in 2022~2023 will be relatively large. However, the trend of the mobile phone market in the second half of the year is really unpredictable.
It was previously reported that the iPhone 14 Pro series will undergo major changes, and the bangs are expected to be replaced by new pills + punch holes. The new Pro models are also expected to feature a faster A16 chip and an upgraded 48MP rear camera lens with support for 8K video recording, while the standard iPhone 14 model is said to retain the A15 chip and 12MP lens.
The full range is expected to include the 6.1-inch iPhone 14, 6.7-inch iPhone 14 Max, 6.1-inch iPhone 14 Pro, and 6.7-inch iPhone 14 Pro Max, with the original 5.4-inch mini model discontinued. Improvements to the standard iPhone 14 series could include increased memory, upgraded front-facing cameras with autofocus, and Wi-Fi 6E support.
