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Collective price increase for mobile phones? Apple: Not panicking at all

At 21:00 on the evening of March 11, Apple's official website officially opened the pre-sale of iPhone SE 3, iPad Air 5, and green iPhone 13 series.

Every Apple new product launch will become the focus of public opinion for digital enthusiasts.

The price of the newly released iPhone SE 3 has attracted people's attention, although the main focus is the cheapest 5G iPhone, but compared to the starting price of the iPhone SE 2, it is 200 yuan more expensive.

Collective price increase for mobile phones? Apple: Not panicking at all

On the other hand, the iPad Air 5 also rushed to the hot search because of the price, but the difference is that the iPad Air 5 was cheaper than the iPad Air 4, and it was "complained about" by everyone.

Collective price increase for mobile phones? Apple: Not panicking at all

"Can you buy 400 yuan cheaper a year later?" Students who bought the iPad Air 4 have said that they have become "pure and pure wronged species".

Collective price increase for mobile phones? Apple: Not panicking at all
Collective price increase for mobile phones? Apple: Not panicking at all
Collective price increase for mobile phones? Apple: Not panicking at all

After reading the complaints of the students, The students expressed their heartache

Price has always been the pain point of some digital enthusiasts, such as this year's Android flagship machine, which has been teased by many netizens, saying that its rot is more and more expensive.

Collective price increase for mobile phones? Apple: Not panicking at all

In fact, the more expensive The more Android high-end flagship machines sell, in addition to the domestic mobile phone manufacturers in the high-end market "fighting" and seizing the market, there are many "external factors".

Collective price increase for mobile phones? Apple: Not panicking at all

Previously, affected by the chip shortage and the rise in raw materials, TSMC has raised the OEM price many times, which has had a considerable impact on the mobile phone industry.

Recently, according to Digitimes quoting IC design companies, TSMC once again plans to increase the 8-inch wafer foundry price by 10%-20%, and the 12-inch mature and advanced process is still under evaluation.

Collective price increase for mobile phones? Apple: Not panicking at all

The new price will be implemented from the third quarter. According to Taiwan media reports, in the past 2021, TSMC's revenue was NT$1.58 trillion, of which customers in the United States accounted for 64%, contributing 1.01 trillion yuan, an increase of 24%.

Among U.S. customers, the largest customer contributed NT$405.403 billion in revenue, and although TSMC did not name it, the industry agreed that it was Apple.

Collective price increase for mobile phones? Apple: Not panicking at all

That is to say, Apple alone accounts for nearly 26% of TSMC's annual revenue, and this proportion is still growing rapidly.

Under the influence of the epidemic, TSMC will definitely tilt more production capacity resources and greater preferential treatment to more important customers - Apple.

Like MediaTek and Qualcomm in the Android machine camp, the situation is naturally a little more difficult.

Collective price increase for mobile phones? Apple: Not panicking at all

Previously, each price increase of TSMC was different for each customer, which mainly depended on the importance of the customer.

For example, in the last price increase, TSMC chips rose only 3% for Apple, while for other customers rose up to 20%, "differential treatment" can be seen.

Collective price increase for mobile phones? Apple: Not panicking at all

"Watching people get off the plate", this is not a new thing in the market economy, after all, enterprises must of course put efficiency first.

According to the laws of business, Apple is so important to TSMC, the bargaining power is naturally much higher than Qualcomm and MediaTek.

It is foreseeable that the future of the Android mobile phone camp will not be good, in the case of profit margins are squeezed, can only increase the price, a price increase, the market share will decline, forming a vicious circle.

In the final analysis, the consequences of price increases are ultimately paid for by consumers.

What do you think about that? Tell us what you think.

For more information about the use of Apple device knowledge and skills and to inquire about the warranty, you can pay attention to my WeChat public account: cxkj-001 (fruit powder club).

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