Apple’s iPhone 14 launch will unveil two very different phones. You can expect the usual level of finish from Apple’s presentation, but their output is surprisingly bumpy.
Ross Young, CEO of Display Supply Chain Consultants (DSCC), broke the news by revealing that “iPhone 14 Max panel shipments are still way behind schedule through August. Pro volumes > 3x higher…”. Historically, I don’t recall such a disparity, and given Young’s stellar track record, you should be prepared for possible delays.
Young Remarks that it compares iPhone 14 Max shipments to iPhone 14 Pro Max, which is critically important. Sales data shows that the iPhone 13 Pro Max oversold the standard Pro and iPhone 14 Max are expected to repeat the pattern by outperforming the iPhone 14 – and the iPhone 13 is the best-selling smartphone in the world.
So yes, Apple is currently struggling to produce models of what should be the most popular smartphone on the planet. What will Apple do? Although rare, the company has already split pre-order and release dates.
Perhaps most notable is the release of the iPhone X in November 2017, after the iPhone 8 line went on sale in September. Since they were very different devices, the gap seemed less jarring, so I would expect Apple to keep the same pre-order and release dates for all iPhone 14 models. end result will likely be a clamor for devices, quickly followed by very long wait times for iPhone 14 Max buyers.
Young’s information contrasts with earlier claims by TF International Securities analyst Ming-Chi Kuo, who said global iPhone 14 production was “under control right now.” But that was in May, and supply chain issues have been mounting around the world with reports that they will also lead to iPhone 14 price increases across the range.
Plus, with Apple aggressively looking to sell heavily redesigned iPhone 14 Pro models to buyers, those who can’t wait for the iPhone 14 Max seem willing to pay even more.
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