Decode | iPhone 13 will sell 100 million units? The Chinese official website iPad mini is still out of stock

Southern Finance all-media reporter Jiang Yue Shanghai reported that Apple's single-quarter revenue reached a new high, close to 800 billion yuan, iPhone 13 sold crazy, but the iPad mini was lagging behind! On January 27, local time, Apple released the results of the first fiscal quarter of fiscal 2022, with total revenue of $123.945 billion during the period, and the discount contract was 787.311 billion yuan, an increase of 11% year-on-year, of which the iPhone contributed nearly 60%.

In the fourth quarter of last year, Apple released new products including the iPhone 13 series, the new iPad and Macbook Pro, pushing sales to a new high. The iPhone alone generated $71.63 billion in sales, contributing 57.9% to total revenue. If you use a smartphone with a unit price of 4500 yuan to do about the equivalent calculation, it is equivalent to the sales volume of 100 million mobile phones, reflecting the new iPhone 13 series "selling crazy".

However, iPad sales decreased by $1.19 billion, or 14.1%, year-over-year. The reporter saw on Apple's official website that the latest iPad mini has recently been out of stock in offline stores in many cities across the country, including Shanghai, and the online order delivery time is at least 6 weeks, reflecting that the sales of the product have not been normalized since the release of 4 months.

Apple also fell 10.33% this month in the recent downturn in the US stock market, however, the latest results have returned funds, prompting Apple's stock price to rise 5% after hours on January 27.

The iPhone 13 is expected to sell 100 million units in the first half of the year

iPhones are still Apple's top pillar products for more than half, especially the iPhone 13 series released in September last year to bring performance guarantees to the new fiscal year. The figures show that the iPhone 13 is "selling crazy" across the board, which may hit the mark of 100 million units sold in the first half of this year.

The quarterly sales of the iPhone amounted to $71.63 billion, equivalent to 455.624 billion yuan. In the high-end smartphone market, if the unit price of 4556.24 yuan per unit is followed, this is already equivalent to the revenue of 100 million mobile phones. Of course, this does not mean that Apple sold 100 million iPhones in a single quarter, because the unit price of iPhone sales is in the higher range of high-end smartphones.

According to the iPhone sales price on Apple's official website in China, the current iPhone 11 with 64G storage space has the lowest price at 3999 yuan, and the 1T iPhone 13 Pro Max has the highest price, reaching 12999 yuan.

Previously, many market channels said that the iPhone 13 series was stocked with 100 million units. Its predecessor, the iPhone 12 series, generated 100 million units in less than 7 months since its launch at the end of 2020. The iPhone 13 series is likely to also sell a total of 100 million units in the first half of this year.

Apple CEO Tim Cook said on a conference call that in many markets around the world, the best-selling phones are the iPhone. Among them, he said that the top four best-selling phones in China are all iPhones, the top five in the US and Australian markets, two of the top three in the UK market, two of the top four in France and Germany, and four of the top six in the Japanese market.

In just one quarter, the iPhone generated $71.63 billion in sales, reflecting Apple's "increase in volume and price increase" operation. In the iPhone 13 series, Apple has carried out a series of operations, such as cutting off the 64G capacity mobile phone, directly with 128G as the minimum configuration, which also drove the mobile phone market to higher sales unit prices.

It is reported that Apple will launch the entry-level 5G iPhone SE and iPhone 14 series in stages this year.

iPhone "Fisherman's Profit"

The launch of the iPhone 13 series has once again promoted the reshuffle of the global mobile phone market. It shook the first of Samsung for many years, and also put more pressure on many Chinese domestic mobile phones. It is worth noting that the success of the iPhone also appears in the context of the US government's continuous suppression of the Chinese chip industry.

On January 25, marketing consultancy Canalys released a ranking of global smartphone shipments in the fourth quarter, and the global market share of the iPhone was 22%, surpassing Samsung, which accounted for 20%.

Another list reflects the pressure of Chinese domestic brands, on January 26, market consulting agency Counterpoint Research released China's fourth quarter mobile phone shipment rankings, Apple's market share of up to 23%, Vivo, OPPO, Glory, Xiaomi, Huawei, Realme and other domestic brands ranked behind.

The above data shows the "harvesting" ability of the new iPhone, but it should be noted that the success of the iPhone is Apple's "fisherman's profit", because the US government continues to maliciously suppress Chinese mobile phone companies such as Huawei. Counterpoint data shows that Huawei mobile phones lost a lot of market share in 2021, and Huawei once competed with Apple in the high-end machine market.

However, when it comes to the success of the iPhone, Apple's own explanation is not in the market harvest, but down to the new market potential brought by 5G.

At present, Apple has launched two generations of mobile phones with 5G communication capabilities, namely the iPhone 12 series launched at the end of 2020 and the iPhone 13 series launched in September 2021.

Apple CEO Tim Cook said on a conference call on January 28, Beijing time: "Look at how many people around you have changed to 5G mobile phones? This is still an early stage market with great potential. He said that whether people upgrade or change machines (change brands), the iPhone will be an attractive choice.

The iPad mini is still out of stock in China

Among the five major categories of iPhone, Mac, iPad, wearables and accessories, and services, the only one that saw a decline in sales was the iPad. In the fourth quarter, iPad sales decreased by $1.19 billion, or 14.1%, year-over-year.

The reporter inquired that the new iPad mini products on Apple's official website in China are still in the stage of online and offline out-of-stock and delivery waiting period of more than 6 weeks. The latest iPad mini 6 was released last year along with the iPhone 13 series in September, which means that four months after its release, the product has not been available normally.

In the full series of iPads, the iPad Pro and iPad Air released in the first half of 2021, and the ninth-generation iPad released in the second half of the year are relatively normal. Only the iPad mini 6 in Shanghai, Beijing, Guangzhou, Shenzhen online order delivery time is 6 weeks later, that is, from March 12, the rest of the provinces and cities of the shipment even a few more days.

If you choose to buy in an offline store, sorry for not stocking! Only Wangfujing, Sanlitun and Chaoyang Joy City in Beijing were in stock today (January 28), Shanghai was out of stock, and many other cities were also out of stock.

In contrast, the iPhone basically guarantees the same-day delivery of offline stores, and the delivery time of online orders only requires 2 weeks of waiting.

The iPad mini 6 starts at 3799 yuan, and like the iPhone 13 series, it also uses the A15 bionic chip with a neural network engine, which also has 5G capabilities. Market analysis said that the iPad mini and iPhone 13 series have a lot of chips overlapping, which is the reason for the shortage of iPad mini supplies.

In November last year, market news said that Apple ceded the production capacity of the iPad to the iPhone in order to maintain the shipment of the iPhone. The iPad and iPhone have many overlapping chips, which allows Apple to switch supplies between different devices in some cases.

Apple CFO Luca Maestri said on a Jan. 27 conference call that "very severe supply constraints" have led to a shortage of iPads.

Aware of the huge impact of chip production capacity, Apple has adopted a more aggressive supply guarantee. In mid-January, some market sources revealed that Apple signed a "charter" order with Taiwan's wafer foundry TSMC to ensure sufficient production capacity of mobile phone chips for the next generation of iPhones. The associated price was that Apple accepted TSMC's price increase.

In Apple's fiscal 2022 first quarter earnings report, other products performed well. Mac revenue increased 25% year-on-year at $10.85 billion, wearables, home devices and accessories revenue increased 13.3% year-on-year to $14.7 billion, and services revenue increased 23.8% year-on-year to $19.52 billion.