(1/6) Rumored Apple ditching iPhone production increase sounds a little bit weird to me. As I surveyed before, Apple had production switch plans from iPhone 14/14 Plus to iPhone 14 Pro/14 Pro Max/price-cut 13, but I didn't hear of any overall iPhone production increase plan.
Based on panel orders and product mix, iPhones are tracking 6% higher than last year with a 4% higher ASP assuming base memory configurations which are likely higher this year due to 48MP camera, etc.
(1/5) Due to strong demand for the iPhone 14 Pro models, my latest survey indicates that Apple has asked Hon Hai to switch the production lines of the iPhone 14 to the iPhone 14 Pro models, which will help improve Apple's product mix/iPhone ASP in 4Q22.
スタンダードラインのiPhone 14 / 14 Plusと、ProラインのiPhone 14 Pro / Pro Maxの販売比率がどのように推移しているのかは、まだ分かりませんが、このタイミングで動きがあるということはPro / Pro Maxの予約数が予想以上に多い、ということは間違いなさそうです。