蘋果分析師郭明錤透過Twitter發文表示,據其對中國經銷商、零售商及黃牛的最新調查結果顯示出,中國市場對今年第三季推出的iPhone 14需求,可能會大於已大受歡迎的iPhone 13系列。
郭明錤針對經銷商最新調查顯示,中國經銷商為iPhone 14支付了有史以來的最高訂金,以確保供應充足,這意味著中國市場對iPhone 14的需求量可能會高於預期。中國目前對於iPhone 14的訂金明顯高於iPhone 13,甚至比其他地區高出一倍。
郭明錤推測,蘋果iPhone 14在今年下半年的出貨量可能會達到1億或9000萬支。而中國市場對iPhone 14的高需求可能會緩解市場對iPhone 14上市後訂單減少的問題隱憂。
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— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 30, 2022
The demand for iPhone 14 in the Chinese market may be stronger than that of the iPhone 13 from the viewpoints of distributors/retailers/scalpers.
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— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 30, 2022
The iPhone 14 shipment forecast of component suppliers and EMS is about 100 million and 90 million units in 2H22, respectively. The solid demand for iPhone 14 in the Chinese market may reduce market concerns about the risk of the iPhone 14 order cut after the launch.