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According to The Elec, because the iPhone 13 series is selling well and is about to run out, Apple has added 10 million units to the original plan for the production of the iPhone 13 Pro series in the second quarter. The iPhone 13 series released last year consists of four models: the 5.4-inch mini, the 6.1-inch Normal, the 6.1-inch Pro, and the 6.7-inch Pro Max.
In the first quarter of this year, a new report from consumer intelligence research partner CIRP showed that iPhone 13 sales were far ahead, accounting for 38% of all iPhones, with shipments of 57 million units, unchanged from the same period last year, and expected to be 48-51 million units in the second quarter, which is 5 million units more than 46 million units in the second quarter of last year. iPhone 13 Pro/Max also accounted for 30% of sales.
According to relevant sources, Apple will significantly increase the production of the 6.1-inch iPhone 13 Pro from the original 1 million units to about 7 million units in the second quarter of this year (April-June), and the iPhone 13 Pro Max will expand from 3.5 million units to about 3 million units.
The second quarter of previous years is often the traditional off-season, but Apple has unusually increased the production of the iPhone 13 Pro series in the second quarter, and the industry speculates that it is because of the good sales momentum of the iPhone 13 series.
Investment bank Morgan Stanley noted in a recent investment report that "demand for the iPhone 13 exceeded expectations in the first quarter, with global shipments of the iPhone 13 series up 10 percent." Another investment bank, JPMorgan Chase& Co., also said, "Despite various supply and demand issues, the four iPhone 13 series of US carriers are in stock, but compared with other models, the Pro and Pro Max are in short supply." ”
The 5G parity model iPhone SE3, which was released last month, was expected by analysts to cut production by 15-20 million units this year, compared with 20-30 million units originally planned, which is also 20% lower than the original plan this quarter.
The iPhone SE series is a tribute to the classic, a model with high attention, and now the production has been reduced to millions of units. In fact, the iPhone SE3 production reduction is not only emotional, but also caused by contradictions and problems in the three aspects of products, users and manufacturers.
JPMorgan Chase quoted a mobile operator as saying that "demand for the iPhone SE 5G is lower than expected" and that "demand may be less than the iPhone SE released in 2020".
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