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According to the latest report from @sina technology, Tianfeng International analyst Guo Mingji pointed out that assuming that the epidemic situation in Kunshan continues to improve, Pegatron’s Kunshan plant will restart production as early as this week.
According to the situation of components, it is expected that the production capacity will recover by 40-60% in the first stage.
A gradual improvement in the supply chain also helps Apple provide investors with a clearer outlook ahead of Apple’s earnings call.
It is reported that the factory is the second largest foundry of the iPhone, responsible for about 20%-30% of the production of the iPhone. The production was stopped due to the impact of the epidemic, which raised concerns about the supply of the iPhone.
Even sources in the semiconductor industry have revealed that Apple’s component manufacturers and equipment assemblers may be forced to delay the release of the iPhone 14 due to the impact of the epidemic.
Based on previous revelations, the iPhone 14 series is still divided into 4 products this year, but the product planning of the standard version has changed somewhat. The small-size model of the mini version has been replaced by a large-size Max. The configuration and design are completely the same as the iPhone 14. Consistent.
Among them, the iPhone 14 Pro series is very much anticipated. It is rumored that the phone will usher in a major upgrade, and there is a high probability that a punch-hole screen solution will be adopted to completely erase the five-year-old Liu Haiping.
According to past practice, as long as the iPhone makes a relatively large change in appearance, it will effectively stimulate sales and cause a surge in performance.
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