On Monday, September 19th, Guo Mingyi, an analyst named by the market as the most accurate analyst watching Apple Inc's developments, said on social media.Apple Inc has asked Hon Hai to switch iPhone 14 production lines to iPhone 14 Pro models, which is equivalent to raising iPhone 14 Pro shipments forecast for the fourth quarter by about 10 per cent:

My latest survey points out that due to the strong demand for iPhone 14 Pro series, Apple has asked Hon Hai to change the production line of iPhone 14 to that of iPhone 14 Pro series, which will help to improve Apple's product portfolio / iPhone ASP in 4Q22. According to the production line conversion rate, it is equivalent to Apple increasing the estimated shipment of the iPhone 14 Pro series in 4Q22 by about 10%.

At present, only a small number of zero component suppliers' order changes reflect Hon Hai's production line conversion (such as Samsung Display), and I expect that most suppliers will also receive Apple's iPhone 14 Pro series additional orders in the coming weeks.

Last week, Guo Mingyi said the pre-order results for the iPhone 14 and iPhone 14 Plus were "bad", suggesting that Apple Inc's positioning of the two new standard models may have failed. At present, these two products account for about 45% of the entire series of shipments. If demand does not change after the launch, Apple Inc may cut shipments of the two models in November and beyond within weeks. For the other two models, iPhone 14 Pro and iPhone 14 Pro Max, the pre-order results are "neutral" and "good" compared with iPhone 13 Pro and iPhone 13 Pro Max. But the pre-sale result does not mean that Apple Inc will immediately increase the order for the Pro model. Apple Inc will make a decision based on how long the strong demand for the Pro model can last during the recession. He analyzed at the time that strong demand for iPhone 14 Pro models was likely to continue until at least November.

For the high-profile Chinese regional market, Guo Mingyi pointed out that the iPhone 14 offline pre-order survey shows that the iPhone 14 Pro series in China accounts for about 85% of the order allocation, which is very popular. The iPhone 14 Plus, which was thought to be the most popular before the release, allocated only about 5 per cent of orders, the fewest of all four models.

IPhone 14 is not as expected, mainly because iPhone 14 has little change compared to iPhone 13, only running memory has been increased by 2GB, and CPU has one more core. The appearance, battery and camera are all the same as the iPhone 13, but the price still starts at 5999 yuan. A little upgrade of memory and processor is difficult to meet the daily experience of consumers.