Shulou(Shulou.com)11/24 Report--

November 9, according to foreign media reports, the main contract manufacturer of Apple's iPhone 14 Pro series has recently been affected by the epidemic, resulting in a sharp reduction in production and a longer delivery time. Apple also posted on its official website on Sunday confirming that it has been affected and that consumers will experience longer waiting time to receive their new products.

It is also concerned whether the tight supply of iPhone 14 Pro series and the prolonged delivery time will cause consumers to switch to other brands, which in turn will affect the demand of iPhone 14 series.

In response, some investment banks said in the report that the current low inventory and long delivery time of iPhone 14 Pro and iPhone 14 Pro Max is a supply problem, not a demand problem, but a demand delay, which will not harm demand.

Although investment banks believe that the current situation will not affect demand for the iPhone 14 Pro series, they believe it will have an impact on Apple's current fiscal quarter, which is expected to reduce revenue by $6 billion in the first quarter of fiscal 2023, which ends at the end of December.

As investment banks expect current unmet demand to be delayed until next year, it will indirectly boost Apple's revenue in the following quarter, and they predict in their report that of the $6 billion reduction in the first quarter, $4.3 billion will be transferred to the following quarter.

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