News on May 5, the recent outbreak of the epidemic in Zhengzhou, Henan, most places once again blockaded and controlled, may have a certain impact on the lives of citizens and the production of enterprises. Tianfeng International analyst Guo Mingxi said that if the epidemic lockdown is not lifted before June, Foxconn Zhengzhou's iPhone production capacity will be limited, which may affect the normal release of the iPhone 14 series.
It is understood that as Apple increased the production capacity of the iPhone 13 series this quarter, it increased by 10 million units from the original plan. In order to cope with this production goal, Foxconn began to expand the recruitment plan from May 2, not only increasing the entry recommendation bonus to 8500 yuan, but also running to the highway intersection to "grab people", which shows how urgent Foxconn's demand for workers is.
However, Foxconn's front foot only began to recruit new people, and the back foot canceled all recruitment actions because of the epidemic. Officials said that Foxconn stopped recruiting from May 4, and the part of the employees who had previously applied for could not enter the park at present. Fortunately, the park will keep the production plan unchanged, and the epidemic will not have much impact on the existing capacity for the time being.
Logically, the iPhone 14 series will be released in half a year, and the second quarter is not a peak season, Apple's decision to suddenly increase production of 10 million iPhone 13 is very unexpected, resulting in Foxconn's production capacity is relatively tight. From April to June of previous years, Foxconn has been recruiting a large number of people to cope with the production of new iPhones, so as to ensure sufficient production capacity when the new machine is released in September.
Now, Foxconn can't recruit enough people due to the epidemic, and the production task is still more arduous than in previous years, which may really lead to the postponement of the iPhone 14 series. However, this extension should not be delayed by a month like the iPhone 12, perhaps by a week or two, or the delivery date of the shipment is extended, and it is a little difficult to buy the estimate at the beginning.
There is news that this year's iPhone 14 series may increase in price across the board, and the upgrade of the Pro model is too large, resulting in a price increase. Therefore, the iPhone 14 series is not expected to be as attractive as the iPhone 13. Moreover, now that global inflation is serious and the epidemic is continuing, everyone's consumer demand for daily necessities will be significantly higher than that of non-daily necessities such as electronic products, and they all hope to spend money to hoard more food and materials.
In this environment, the price-increasing iPhone 14 series may not be as hot as expected, but the iPhone 13 series that is constantly reducing prices will be more popular, and perhaps 618 can wait for a good real price.