This week, Apple held its autumn launch event, with the most attention on the pricing of the new iPhone 14 series.
The final result is that the 256GB/512GB/1TB versions of the domestic iPhone 14 are only around 500 yuan more expensive than last year, with a price increase of 1-4%. The price of the iPhone 14 Pro series is the same as the previous generation. This result is much better than the most pessimistic market expectation of a 15% price increase.
The reason the price of the new phone is of great concern is that despite poor market consumption, raw material prices remain high compared to last year. Apple needs to decide whether to increase prices to maintain gross margins or maintain prices and reduce them to maintain sales.
For component companies in the consumer electronics and semiconductor industries, due to poor demand in the entire Android market, inventory has increased significantly, making it difficult to actively reduce inventory. However, the sales volume of iPhone 14 in the second half of the year will greatly relieve the overall inventory pressure for these companies. $Qualcomm (QCOM.US)$ $Micron Technology (MU.US)$
Currently, based on the official estimated delivery time, the overall sales of the pro series are still very hot.
Because this year's conference was held a week earlier than last year, the overall supply chain had more time to prepare, so many fruit chain companies' performance forecasts for 3Q22 exceeded expectations. $Universal Scientific Industrial(Shanghai)Co., (601231.SH)$ 3Q22 revenue increased compared to the same period last year...