Apple iPhone 14 Pro sales are booming, and visibility of Q4 orders in supply chains such as TSMC and Hon Hai increases

CTOnews.com reported on September 18 that Apple iPhone 14, iPhone 14 Pro, iPhone 14 Pro Max and other models were officially released on September 16. According to Taiwan's Economic Daily, the popularity of the iPhone 14 Pro series boosted the visibility of mobile phone chains such as TSMC, Hon Hai, Daliguang, Wenmao, Meilu and Lianya from low to high in the fourth quarter.

People in the industry said that Apple could foresee that the new phone sales could be very popular without revising the stock of the supply chain before the launch of the iPhone 14. Recently, Apple even directly added 2000 OLED panels to Samsung, showing that the visibility of orders in the zero-component supply chain can be seen at least until the end of the year.

Taiwan media pointed out that due to the best sales of the iPhone 14 Pro series in Apple's new product, the relevant supply chain has also become the focus of market attention. Among them, Dali supplies the main camera lens module; Wenmao provides 4G and 5G power amplifiers; Meilu supplies electro-acoustic components; Lianya is the new supplier responsible for the supply of InP chips; Hon Hai is responsible for assembling OEM; TSMC OEM chips.

CTOnews.com learned that the legal person mentioned that from the fact that iPhone 14 Pro sales were better than market expectations, it confirmed that high-end models were more resistant to inflation, epidemic, and war than middle-and low-end models.

On the supply chain side, due to Apple's recent pursuit of orders from the supply chain, it is expected that iPhone 14 Pro components and downstream assembly plants will be quite busy between now and the end of the year. From the current official website iPhone 14 Pro issued an order to shipping for more than a month, the model is out of stock is very serious.