UBS analyst David Vogt uses data to show that demand is overwhelming supply for the iPhone 14 Pro and iPhone 14 Pro Max models.
, purportedly shows the exodus of up to 20,000 Foxconn workers escaping the COVID lockdown and not planning to return.
Vogt said that the increase in lead times occurred because of higher-than-expected strength in sell-through during September that topped analyst expectations. The sell-through rate is the amount of inventory sold during a specific time period as a percentage of the amount of inventory received during that time period. For example, if Apple sells 100 handsets in a month while adding 200 units during the same time, it would have a sell-through rate of 50%.
During September, the U.S. sell-through rates for iPhones were up 3% year-over-year while the sell-through rates for the iPhone 14 Pro models were up 50% over the rate for the iPhone 13 Pro models during the same month last year. Part of the reason for this increase was the earlier release of the iPhone 14 series this year . But pure demand for the 2022 models was up on an annual basis.Apple made sure to differentiate the non-Pro and Pro iPhone 14 models this year to an extent never seen before.
Of course, there is the telephoto camera on the iPhone 14 Pro handsets, and while the non-Pro units still have the old-school notch, the iPhone 14 Pro and iPhone 14 Pro Max sport the Dynamic Island. This is the cool shape-shifting multitasking notification feature that stole the unveiling event in September. And of course, the displays on the iPhone 14 Pro models have the ProMotion feature which delivers refresh rates of 120Hz on Apple's premium phones.
There is speculation that next year, Apple will differentiate the iPhone 15 Pro from the top-of-the-line iPhone 15 Ultra with the latter possibly the only 2023 iPhone to feature a periscope telescopic lens. Such a lens bends and uses prisms to reflect light to the image sensor. This allows a phone to offer greater optical zoom capabilities than what normally might be possible considering the size of and the internal space inside the device.
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