Apple Analyst Finds iPhone 14 Less Popular With Chinese Customers, Initial Data Suggests

Benzinga2022-09-26

Chinese consumers bought fewer Apple Inc iPhone 14 handsets in the early days of its availability than the product's predecessor a year ago, Jefferies analysts, including Edison Lee, found.

In the first three days of delivery, Apple's latest smartphone series sales came to 987,000 units, 11% lower than comparable sales of the iPhone 13 family last year, Bloomberg reports citing Jefferies.

It's a rare double-digit decline for the iPhone, whose sales had been the most resilient in a Chinese smartphone market that's seen its domestic leaders slump all year.

The initial data suggested that iPhone 14's sales may not be as strong as the pre-order levels indicated since pre-orders do not come with payment obligations.

Smartphone shipments in China fell by almost a third to 19.1 million in July, adding to a year of dwindling sales in the world's largest mobile market.

Apple began assembling iPhone 14 devices in India, marking a boost to its supply chain diversification.

Earlier, BofA analyst Wamsi Mohan indicated extended ship dates for the iPhone 14 Pro models versus last year's pre-order cycle.

iPhone 14's ship dates were most elongated in China, where it kept the iPhone prices intact, expecting the growth to offset the ASP pressure from price and FX.

Mohan also highlighted that the lower differentiation between iPhone 14 series and the Pro models suggested weaker overall demand for iPhone 14.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • SSVC
    2022-09-27
    SSVC
    K
  • Bspn
    2022-09-26
    Bspn
    K
  • Bel8680
    2022-09-26
    Bel8680
    [Happy] [Happy] [Happy] 
  • Fongtf
    2022-09-26
    Fongtf
    Ok
Leave a comment
4