Since October last year, the iPhone 13 series has maintained high domestic shipments, and has been stable for many consecutive months. According to the latest data report, Apple's shipments in January reached a new high, and it is likely to continue to win the first place in sales.
According to a latest research report by JPMorgan Chase analyst Samilke Chatege, Apple's domestic shipments in January were much higher than average, up 49% year-on-year and 24% month-on-month. According to this inference, Apple created the best January performance since 2015, breaking the impression of the traditional off-season in January and May and breaking the record.
Data from the Chinese Academy of Information and Communications Technology can also be used as evidence, and the number of mobile phone shipments in The domestic region in January was 7.3 million, most of which were iPhone 13/12 series mobile phones, which was estimated to be about 4.8 to 5 million. Apple single-handedly, shipments exceed all domestic brands and Samsung and other brands combined, it seems that the Chinese people love the iPhone to the bone, purchasing power even shocked Apple.
In order to cope with the huge demand in the domestic market, the iPhone 13 series is mainly in the factory Foxconn to increase a number of measures to ensure supply, such as 100,000 employees during the Spring Festival have stayed behind to work overtime production. After the end of the Spring Festival holiday, Foxconn also openly expanded the number of ordinary employees recruited, and old employees recommended new people can receive up to 8,000 yuan bonus. Although similar operations have been performed in the past, it generally occurs in the iPhone new machine preparation stage from April to June, and it is very rare to recruit workers during the Spring Festival.
In addition to foundries, in order to alleviate the pressure on the components required by the iPhone 13 series, the supply chain has drastically reduced the order for iPad series products to fully ensure that mobile phone products meet the needs of consumers. This series of operations also proves that Apple did not expect the iPhone 13 series to be so hot, and the desire of Chinese consumers to buy is so strong, so the early response was caught off guard.
With Apple's emphasis on the supply chain and foundries, the problem is expected to be alleviated in March to April, Foxconn spokesperson said privately at a recent event: the shortage of parts in the first quarter of 2022 will show a significant improvement, and the overall supply constraints are expected to be alleviated in the second half of the year, but the current power management chips are still in short supply.
The shortage in the supply chain is not only the demand for the iPhone 13 series, Apple's new generation of cheap mobile phone iPhone SE (2022 model) is also in the stocking stage, and it is expected to be released in early/mid-March. According to industry analysts, the iPhone SE may attract a large number of iPhone 6 series, iPhone 8 series of old users to change the machine, the low price can also attract Android users to change the desire, so Apple's emphasis on this phone is no less than the genuine iteration.
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