In his latest post on Medium, Kuo explained that the iPhone 14 Pro and iPhone 14 Pro Max have “neutral” and “good” pre-order results compared to the iPhone 13 Pro and iPhone 13 Pro Max. Delivery wait times of more than four weeks may indicate good demand for the new high-end devices. It’s apparently “unclear” whether Apple will increase its forecast for shipments of its Pro models, but there is an “increasing” chance that it will reduce iPhone 14 and iPhone 14 Plus orders, which currently account for about 45 percent of the total series of missions. The iPhone 14 and iPhone 14 Plus are expected to be in stock at retail stores on their release dates, “reflecting insufficient demand.” As it stands, Kuo says pre-order results for the iPhone 14 and iPhone 14 Plus are worse than those of the third-generation iPhone SE and the iPhone 13 mini. He noted that Apple cut orders for both the third-generation iPhone SE and the iPhone 13 mini in the first half of 2022 due to weak demand. If demand for the two standard models does not improve, Apple may cut iPhone 14 and iPhone 14 Plus orders as early as November. As a result, suppliers who are not primary beneficiaries of Apple’s iPhone 14 Pro models will see their revenue start to decline in September and October. For the iPhone 14 Plus, in particular, “pre-order performance is significantly lower than expected.” As a model that effectively replaces the ‘mini’ form factor in the latest iPhone lineup, with 6.1-inch and 6.7-inch screen sizes now the only options, Kuo said that “Apple’s product segmentation strategy for standard models fails this year.” All four iPhone 14 models were announced by Apple last week and are available for pre-order from September 9. The iPhone 14, iPhone 14 Pro and iPhone 14 Pro Max are set to launch on Friday, September 16, and the iPhone 14 Plus will launch on Friday, October 7.
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