Apple’s high-end iPhones have been sold, and now it takes nearly two months to order the iPhone 14 Pro and iPhone 14 Pro Max, and it is expected to pay attention to the fourth quarter performance of Apple’s supply chain, including Hon Hai（2317）（2317）TSMC, Largan, Yujingguang, Zhending, Huatong, Taijun, Xinxing, etc. are expected to benefit.
Apple’s official website shows that the iPhone 14 Pro and iPhone 14 Pro Max high-end models are the most popular among consumers. It was originally scheduled to be shipped on September 16, and it was shipped on October 3 following 10 minutes of sales. Some directly-operated stores have been unable to choose the “pick up in store” service, and the delivery date came to early October following half an hour of sales.
If you order the iPhone Pro Max 128G version now, the delivery period will be from October 26 to November 2, and the iPhone Pro Max 256G version will be delayed until November 2 to 9, indicating that the high-end iPhone 14 Pro series is sold. best.
As for the United States and some other countries or regions, if the Apple online store crash problem is solved from the beginning, and customers who place orders quickly, can be delivered on the first day of September 16. The iPhone 14, iPhone 14 Pro and iPhone 14 Pro Max models will begin arriving and launching in retail stores on September 16, while the iPhone 14 Plus will ship on October 7.
For customers who place orders now, the delivery time of the iPhone 14 Pro and iPhone 14 Pro Max models will be delayed until the end of October. In many countries or regions, the high-end iPhone 14 Pro series is the best seller.
In the Canadian market, almost all iPhone 14 Pro and iPhone 14 Pro Max are expected to be delivered in October, and orders in mainland China have been delayed to the end of October or early November.
In the iPhone 14 supply chain, TSMC’s performance benefited from Apple’s purchase of goods. Consolidated revenue in August was 218.132 billion yuan, a new monthly high, with a monthly increase of 16.8% and an annual increase of 58.7%, mainly because Apple, Qualcomm and MediaTek adopted 4nm (N4P ) processes are shipped in high volume, and special and mature processes remain fully loaded.
Largan’s revenue in August was 4.442 billion yuan, a new high this year, with a monthly increase of 14.3% and an annual increase of 10.8%, because the main customer Apple pulled goods for the annual flagship new iPhone 14 components, driving revenue to rise. It is expected that in September Revenue is expected to grow once more from August.
The assembly plant Hon Hai’s revenue in August was 448.906 billion yuan, down 5.5% from the month, but up 12.2% year-on-year, hitting a new high for the same period. The main reason is that component factories have to pull in goods in August, and assembly factories will not be able to ship in large quantities until September. With the hot sale of the iPhone 14, it is expected that Hon Hai’s revenue in September is expected to rise.
In particular, Hon Hai is the exclusive foundry of the iPhone 14 Pro and iPhone Pro Max. This time, Apple’s mobile phones are sold the best with the high-end iPhone 14 Pro series. Hon Hai will be the biggest beneficiary of all assembly plants.
Extended reading
Taiwan: iPhone 14 pre-orders are hot, iPhone 14 Pro pre-orders account for 80%
