iPhone 14 and iPhone 14 Plus are equipped with Apple’s A15 bionic chip. Both rear main cameras are 12 million pixels, and the front camera uses a notch design. With the advent of the iPhone 15 series, Apple has ushered in the era of smart islands for the entire series.

Although the iPhone 15 and iPhone 15 Plus are equipped with the same A16 processor as the iPhone 14 Pro series, the overall quality of the latter is still stronger than the latest models. On the iPhone 14 Pro series, Apple has brought a smart island design, and the screen supports ProMotion adaptive refresh rate (up to 120hz), HDR display, True Tone display, and P3 wide color gamut.

The iPhone 15 starts at 5,999 RMB, while the iPhone 15 Plus starts at 6,999 RMB.

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Apple holds 7 of the top 10 best-selling models by sales and revenue in 2022. Apple iPhone 13 leads with an 8% share in 2022, followed by iPhone 14 Pro Max and Xiaomi Redmi Note 10 and Redmi Note 11 series. These 10 models account for about 45% of panel shipments in 2022. Apple’s iPhone 14 Pro Max leads the 2022 smartphone revenue list with an 11% share, followed by the iPhone 13 and iPhone 13 Pro Max. These 10 models account for approximately 58% of smartphone revenue in 2022.

LTPO backplanes continue to gain share as more panel suppliers’ LTPO capacity becomes eligible for volume production. LTPO penetration rises from 10% in 2021 to 23% in 2022. The report expects LTPO to continue to grow and achieve over 40% share and 60% equipment revenue share during the forecast period. The growth of LTPO is the result of strong demand for higher refresh rate and AOD displays. Apple adopted LTPO panel technology on the iPhone 13 Pro and Pro Max in 2021. In 2025, as LTPO production capacity continues to rise and costs fall, DSCC expects that all of Apple’s iPhone 17 series models will use LTPO panels.

In Q4 2022, Apple accounted for four of the top five best-selling models in terms of shipments and revenue. The iPhone 14 Pro Max and iPhone 14 Pro had a 25% shipment share and a 38% revenue share.

For Q1 2023, the top five models are expected to be Apple iPhone 14 Pro Max, iPhone 14 Pro, iPhone 13, iPhone 14 and Samsung A54. These five models are expected to account for 39 percent of shipments and 50 percent of smartphone device revenue.

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The latest video uploaded by YouTube channel Huge Jeffreys shows the entire process of replacing a 6.7-inch iPhone 14 Pro Max screen, and it’s 19 minutes long, but the actual replacement took 4.5 hours.

Jeffreys lamented during the teardown that Apple used a variety of screws to hold the iPhone 14 Pro Max components in place, which forced him to pull out a variety of screwdrivers.

There are also a large number of small components inside the iPhone 14 Pro Max that need to be removed or pried apart. jeffreys says these components are so small that a sneeze could blow them away and cause them to be lost.

Jeffreys recommends that the disassembly process must use magnetic pads, otherwise the disassembled screws and small parts will be lost.

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Pegatron pointed out that the increase in revenue in January was mainly due to the communication business. According to Taiwan’s Economic Daily, the market expects that Pegatron’s revenue will rise against the trend in January this year, mainly due to the drive of the old Apple iPhone 13 and the transfer of some iPhone 14 Pro orders.

In addition, Pegatron shipped 350,000 to 400,000 notebook computers in January, a decrease of 30% month-on-month and 50% year-on-year, mainly due to fewer working days and traditional seasonal off-season factors. Looking forward to this year, Pegatron believes that overall operations will grow slightly, but new businesses such as automotive electronics and communication products are expected to continue to grow.

Taiwanese media pointed out that Pegatron initially received some iPhone 14 and iPhone 14 Plus assembly orders from Apple last year, and was the main foundry for the iPhone 14 Plus. However, under Apple’s pricing strategy error, the sales of iPhone 14 Plus were poor, which also dragged down the performance of the main foundry Pegatron in the fourth quarter of last year.

When the iPhone 14 Pro and iPhone 14 Pro Max production capacity of Foxconn, the largest iPhone foundry, was affected, Apple released some high-end orders to Pegatron and Luxshare Precision to avoid production risks.

For the first quarter of this year, Pegatron said that it expects the performance of the communications business (which is mainly iPhone assembly) this quarter will be “not weak in the off-season”, which is the same as the revenue performance in the fourth quarter of last year.

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According to the actual test video shared by the YouTube channel Tech Droider, this test carried out four steps: gaming, video playback, using Instagram and video recording. The Samsung Galaxy S23 Ultra came in second with 11 hours and 15 minutes, and Apple’s iPhone 14 Pro Max topped the list with 11 hours and 25 minutes.

According to the results of this evaluation, the rank battery life of phones is as follows: Galaxy S23 Ultra is the Android flagship with the best battery life. The closest Mi 13 Pro has a battery life of 10 hours and 26 minutes, and last year’s Galaxy S22 Ultra (the Exynos or Snapdragon version is not clear in the video) lasted only 9 hours and 43 minutes.

Another test conducted by Korean media B-Note conducted a battery life test on the Galaxy S23 Ultra, iPhone 13 Pro Max, iPhone 14 Pro, Galaxy S23 and Galaxy S22 Ultra.

The Samsung Galaxy S23 Ultra took first place in this test with a time of 20 hours and 7 minutes. The iPhone 13 Pro Max came in second at 20 hours and 5 minutes, followed by the standard Galaxy S23 at 17 hours and 29 minutes. The S22 Ultra came last with a disappointing 12 hours and 3 minutes.

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Apple acknowledged the issue in an internal memo last week and said it was being fixed, but it’s not clear what the root cause is or how many iPhone 14 Pro /Max devices are affected. The bug fix indicates that this is a software issue and not a hardware defect, so iOS 16.3 will need to be installed when available to resolve the issue for affected customers.

Apple today released a preview version of iOS 16.3 RC to developers, and the official update is expected to be released to the public next week.

iOS 16.3 includes a number of new features, including the option to use physical security keys as two-factor authentication for Apple ID accounts, globally available advanced data protection for broader iCloud encryption, support for the new HomePod second-generation speakers, and a new Unity wallpaper to celebrate Black History Month.

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Data from investment banks shows that in the 18th week since the launch of the iPhone 14 series, the average shipping time for online pre-orders of the iPhone 14 Pro and iPhone 14 Pro Max, the two high-end versions, has dropped from 18 days the week before to 7 days globally, while the shipping time for the iPhone 14 and iPhone 14 Plus remains unchanged from the previous week at 4 days. Shipping times for iPhone 14 and iPhone 14 Plus remain unchanged from the previous week at 4 days.

Specifically, in key markets, the shipping time for iPhone 14 and iPhone 14 Plus online pre-orders in the U.S. increased from 3 days the week before to 4 days, while the shipping time for the two high-end versions dropped from 17 days to 5 days, a significant reduction. And for offline purchases, same-day pickup is basically available.

In the domestic market, shipping times for iPhone 14 Pro and iPhone 14 Pro Max online reservations have both dropped to 4 days, compared to 17 days and 19 days respectively the week before.

In Germany, the shipping time for iPhone 14 Pro and iPhone 14 Pro Max online purchases is still long, but 13 days is significantly shorter than the previous week’s 19 days, and the other two models are down to 3 days from 4 days. In the UK market, the shipping time for the two high-end versions is down to 4 days from the previous week’s 17 days, and the other two models are down to 3 days from 4 days.

From the investment bank’s report, shipping times for both iPhone 14 Pro and iPhone 14 Pro Max for online pre-orders in the U.S. market, domestic market and U.K. market are now lower than they were before the outbreak affected the major foundries.

For the dramatic reduction in iPhone 14 Pro and iPhone 14 Pro Max shipping times, in addition to improvements in foundry capacity, some analysts also believe there is a factor of seasonal demand changes, with demand gradually declining.

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Since November, Luxshare has been producing a small number of iPhone 14 Pro Max units at its Kunshan factory, northwest of Shanghai, to make up for lost production at Foxconn, two people with direct knowledge of the situation said.

Luxshare Precision is winning more and more business orders from Apple. Previously, the new iPhone Pro was always produced by Foxconn, and now Luxshare Precision has proved that it can independently assemble Apple’s complex equipment.

Apple’s relationship with Chinese manufacturers has grown closer in recent years. AirPods, Macbook assemblers GoerTek and Wingtech have all benefited, while Foxconn has sought to reduce its reliance on China by building factories in India, Vietnam and the United States.

The Foxconn shutdown has created a shortage of iPhones and threatened to snap Apple’s 14 consecutive quarters of revenue growth. Foxconn said this week that the Zhengzhou plant had ramped up production capacity, and had completed 90 percent of its original target in December.

“Foxconn has no bargaining power. Winning the high-end iPhone order is a testament to Luxshare’s precision capabilities to serve a more diverse set of customers,” said Ivan Lam, an analyst at Counterpoint.

Foxconn and Pegatron declined to comment. Apple and Luxshare did not respond to requests for comment.

Apple has been working hard to diversify its supply chain and is no longer completely dependent on Foxconn. But even veteran assemblers who currently make basic iPhones are having a hard time making the latest high-end iPhones.

Luxshare was able to produce high-end iPhones this year thanks to Apple’s heavy investment, employees and experts said. “With Apple’s investment, including increased supply chain management staff, it took Luxshare Precision just a few months to deliver the initial order,” said an Apple employee, who said Foxconn usually takes six months to revamp the production line for the new iPhone models.

Eddie Han, an analyst at market research firm Isaiah Research, said that Apple’s heavy investment in Luxshare Precision is crucial to the mass production of the Pro models.

Founded by former Foxconn employees, Luxshare has been expanding its influence in Apple’s supply chain over the years. The company assembles Apple products such as the AirPods but has never previously won an order for a high-end iPhone model.

Luxshare’s annual revenue has soared from less than $2 billion in 2016 to $24 billion in 2021, and Apple has become the company’s biggest partner. Luxshare’s profit margin fell from 8.6% to 5.1% during that period, suggesting that competition for Apple contracts has become increasingly fierce.

Dragged down by the plunge in global technology stocks, Luxshare Precision’s share price has fallen by 44% in the past year. Foxconn shares fell 22%.

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In this paid article, DigiTimes believes that Apple may rethink the model mix in next year’s iPhone 15 models, redistributing the performance differences between the standard and Pro models, redistributing the prices between them, and not ruling out the possibility of making major adjustments to the iPhone 15 Plus.

In the article, it is stated that the iPhone 14 Pro and iPhone 14 Pro Max models are priced higher, but additional features such as Lingering Island make users more willing to go for them. Apple previously expected that the larger iPhone 14 Plus model would be recognized by consumers after the mini model was cut, but after weighing the price difference and performance/functionality differences between the iPhone 14 Plus and iPhone 14 Pro, consumers are more likely to buy the latter.

The iPhone 14 Plus isn’t a bad device: the screen is great, the design is clean, the performance is solid, and that’s about it. The device’s overall sales results reflect that lull. According to Digitimes, PEGATRON, the maker of the iPhone 14 and iPhone 14 Plus, saw a monthly decline in revenue, with a 28.3 percent drop in November.

As Digitimes points out, the iPhone 14 Plus went on sale more than a month later than the other models. And during this delay, customers had the opportunity to learn about the iPhone 14 Pro’s unique features.

As consumers realized that the iPhone 14 Plus was not particularly attractive for the money, they abandoned it. 14 and 14 Plus seem to increasingly represent the lost generation. By 2022, they will account for just 36 percent of Apple’s smartphone sales.

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In a Morgan Stanley memo reviewed by CNBC, analysts see Apple shipping more than 9 million fewer iPhones in the fourth quarter than initially estimated, and a further 300 percent lower than a subsequently adjusted forecast. million units. That means their original forecast of 85 million dropped to 75.5 million.

Morgan Stanley said in the report: “Investors now understand that due to iPhone supply shortages, deliveries in the fourth quarter will be challenged. Therefore, the most important debate in the near future is how big the gap will be in this quarter.”.We think the demand for iPhone 14 Pro/Pro Max is still solid, and this demand may be delayed until the first quarter of next year, but we don’t think it will disappear directly.”

Morgan Stanley still sees Apple generating $120 billion in Q4 revenue. While tight iPhone supply could have a negative impact of 3%, the quarter-over-year quarter-over-year figure of $123.9 billion won’t be much of a dip.

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