iPhone 15 initial stock Award
Hispider news: According to Apple supply chain news, the stock of iPhone 15 parts in 2023 is less than the same period in 2022, and the initial stock is estimated to be only about 83 million to 85 million units, down more than 8% year-on-year. In the same period of 2022, iPhone stock is estimated to be more than 90 million, and even "there are nearly 100 million."
From the point of view of the subdivision of parts, the iPhone stock atmosphere in 2023 is quite pessimistic and negative. Among them, in the VCM link, in the past, Apple's VCM bulk orders were won by Japanese ALPS, Mitsumi and other companies, and the signal released by Japanese manufacturers in 2023 is indeed not as strong as that in 2022.
In the display segment, it was reported last week that the iPhone 15 and iPhone 15 Pro Max display are experiencing difficulties in manufacturing, which may result in a limited number of devices for the two models when they launch in September. The Information revealed that Apple's suppliers used new manufacturing processes for the two models, causing problems for the displays made by LG Display.
Before the market believes that the mobile phone market has begun to warm up, but Lin Enping, chairman of Dalituang, believes that this is only a slight rise in the sales of the low-end mobile phone market, as for the sales of the high-end market, the client view is still relatively conservative, the main problem is that "sell well".
He added that the momentum of the Daliguang client in April and May was worse than in March, mainly because of the high order latent mobile phone lens, 8P lens, etc., although customers have strong interest, but relatively conservative views at the sales level, even if included in the design, the relative purchase volume is not large.
In terms of latent lens, Lin Enping pointed out that currently customers are actively seeking to import, high and low. At present, the module factory yield has been overcome, but the sensor yield is poor, "new machine shipments in the second half of the year have been delayed a little" - it is worth noting that one of the highlights of the iPhone 15 series is expected to include the latent lens design, the market speculated that this statement is related to the iPhone 15.
Overall, Bank of America analyst Wamsi Mohan noted in The report that the iPhone 15 device may be delayed by "a few weeks" and some models may be pushed back to October, but The Information believes that Apple is still on schedule to launch the iPhone 15 Pro series in September.
