Renowned analyst Ming-Chi Kuo recently said that iPhone 14 Pro and iPhone 14 Pro Max shipments in Q4/2022 will be "significantly lower" due to the impact of the labor protests. is taking place at Foxconn's main iPhone factory in China.
According to Kuo, iPhone production at the Zhengzhou factory has been "significantly affected" by protests against unfavorable working conditions. This caused him to change his forecast for iPhone sales in Q4/2022, down 20% from before, ie only 70-75 million units.
The analyst said that capacity at the iPhone factory is currently only about 20% in November, and is expected to improve to only 30-40% in December. He added that the Companies like Pegatron and Luxshare currently receive about 10% of iPhone 14 Pro and iPhone 14 Pro Max production orders from Foxconn, but said shipments won't be delivered until the end of December at the earliest.
Kuo believes that manufacturing issues could lead to " significantly lower " iPhone sales in the fourth quarter. Due to delayed delivery times and the economic downturn, the analyst believes demand for new iPhones is in demand. It means that many customers who want to buy the iPhone 14 Pro series right now won't want to buy these phones again in January next year, when supply is improved.
Currently, iPhone 14 Pro models are facing delivery delays of at least 4 weeks on Apple 's online store in the US as the company struggles to maintain supplies.