Guo Mingqi claims that Apple has added more orders for the iPhone 15 Pro Max Why is it so popular?

According to Guo Mingqi, Apple has increased orders for the iPhone 15 Pro Max Why is it so popular?

【PhoneAuto News】Recently, PhoneAuto learned from well-known analyst Ming-Chi Kuo’s latest report that Apple’s iPhone business performance in the fourth quarter of 2023 is expected to exceed expectations, which has brought a glimmer of optimism to investors. Kuo pointed out that the iPhone 15 and iPhone 15 Pro have performed well in initial sales. It is understood that the shipment volume of the iPhone 15 series is expected to reach 80 million units, a significant increase compared to the 76 million units of the iPhone 14 series shipped last year.

The content of Kuo’s briefing is as follows: Based on the order data of the telephoto camera module, which is the biggest bottleneck in the supply chain, the order volume of the iPhone 15 Pro Max this year has been raised to 35 million units (a 25% increase compared to the 28 million units shipped for the 14 Pro Max last year), which is the biggest driving force for the growth of iPhone business in the fourth quarter. Both the iPhone 15 and 15 Pro are below expectations, and if Apple does not reduce the selling price, there is a possibility of cutting orders.

Overall, Kuo holds an optimistic attitude towards Apple’s performance in the future quarters. He said, “We still have confidence in the impact of Apple’s hardware and software ecosystem on consumers’ minds in the first half of the year, and we expect that the average selling price (ASP) and supply chain management strategy will continue to support Apple’s strong profit momentum in the next several quarters.”

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Kuo’s predictions are not unfounded. In recent years, Apple has demonstrated great strategic vision in product portfolio and supply chain management. From the perspective of the iPhone 15, despite increasing competition, Apple still relies on continuous innovation and optimized production processes to maintain the competitiveness of its products. In terms of supply chain management, Apple’s diversified supplier strategy and excellent logistics management capabilities enable it to ensure product quality while achieving efficient cost control.

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