Kuo: iPhone 14 Pro Sales Are in Big Trouble Due to Foxconn Factory Protests

iPhone 14 Pro and iPhone 14 Pro Max shipments in the fourth quarter of 2022 will be "significantly lower" than the market consensus due to labor protests at Foxconn's main iPhone factory in China, according to analyst Ming-Chi Kuo.

iPhone 14 Pro Purple Side Perspective Feature Purple
Kuo today said iPhone production at the factory in Zhengzhou has been "significantly affected" by the protests over unfavorable working conditions, leading him to cut his iPhone shipments forecast for the fourth quarter of 2022 by 20% to 70-75 million units, compared to a market consensus of 80-85 million units.

The average capacity utilization rate at the factory was only about 20% in November, and is only expected to improve to 30–40% in December, according to Kuo. He said Pegatron and Luxshare have each obtained about 10% of iPhone 14 Pro and 14 Pro Max orders from Foxconn, but said mass shipments will not be until late December at the earliest.

Kuo believes that the production issues could result in iPhone revenue being "significantly lower than the market consensus by 20–30% or more" this quarter.

Due to lengthy shipping delays and a recession, Kuo believes that most of the demand for iPhone 14 Pro models this quarter will simply "disappear" rather than be deferred, suggesting that many customers who would have purchased an iPhone 14 Pro right now will not return to order the device in January or later once supply improves.

iPhone 14 Pro models currently face at least a four-week shipping delay on Apple's online store in the U.S. as the company struggles to maintain supply.

Note: Due to the political or social nature of the discussion regarding this topic, the discussion thread is located in our Political News forum. All forum members and site visitors are welcome to read and follow the thread, but posting is limited to forum members with at least 100 posts.

Related Forum: iPhone

Popular Stories

iOS 18 Siri Integrated Feature

Report: These 10 New AI Features Are Coming in iOS 18

Sunday May 26, 2024 12:57 pm PDT by
iOS 18 and macOS 15 will offer an array of new AI features such as auto-generated emojis, suggested replies to emails and messages, and more, Bloomberg's Mark Gurman reports. A significant portion of Apple's Worldwide Developers Conference (WWDC) is expected to focus on AI features. Writing his latest "Power On" newsletter, Gurman explained that Apple's AI strategy emphasizes providing...
new best buy blue

Best Buy's Memorial Day Sale Has Record Low Prices on iPads, MacBooks, and Much More

Friday May 24, 2024 7:12 am PDT by
Best Buy today kicked off its Memorial Day weekend sale, and it has some of the best prices we've tracked in weeks on iPads and MacBooks. Specifically, you'll find record low prices on the 5th generation iPad Air, iPad mini 6, M2 MacBook Air, and M3 MacBook Pro. Note: MacRumors is an affiliate partner with Best Buy. When you click a link and make a purchase, we may receive a small payment,...
iOS 18 WWDC 24 Feature 2

Gurman: iOS 18 Will Allow Users to Recolor App Icons and Place Them Anywhere

Sunday May 26, 2024 12:22 pm PDT by
Apple's iOS 18 update will introduce new features for further customizing the iPhone's home screen, according to Bloomberg's Mark Gurman. In the latest edition of his "Power On" newsletter, Gurman claimed that Apple will allow users to change the color of app icons in iOS 18. For example, "you can make all your social icons blue or finance-related ones green." This kind of home screen...
Apple iPhone 14 color lineup feature

Apple Now Selling Refurbished iPhone 14 Models

Friday May 24, 2024 11:15 am PDT by
Apple today added refurbished iPhone 14, iPhone 14 Plus, iPhone 14 Pro, and iPhone 14 Pro Max devices to its online store for refurbished products, offering the prior-generation iPhones at a discount for the first time since their 2022 launch. The iPhone 14 is available starting at $619, the iPhone 14 Pro is available starting at $759, and the iPhone 14 Pro Max is available starting at $849. ...
top stories 25may2024

Top Stories: iOS 17.5.1 Fixes Concerning Photos Bug, All-New iPhone 17 Model Rumored, and More

Saturday May 25, 2024 6:00 am PDT by
It's been quite a week of Apple news and rumors, ranging from a concerning bug with deleted photos reappearing on users' devices to hot rumors about a new high-end iPhone model for 2025 and a MacBook with a foldable screen coming as soon as 2026. Other news and rumors this week included fresh expectations for iOS 18 features and new headphones from Sonos to compete head-to-head with AirPods...

Top Rated Comments

Spaceboi Scaphandre Avatar
20 months ago
I think there's more important things to worry about with China other than iPhone 14 Pro supply. Chinese citizens deserve better than Xi Jinping and the entire CCP.
Score: 65 Votes (Like | Disagree)
Unggoy Murderer Avatar
20 months ago
Hopefully this adds to the number of reasons to move production out of China into other markets.

The behaviour of the Chinese "government" has been atrocious for many years now. Enough is enough.
Score: 53 Votes (Like | Disagree)
TheYayAreaLiving ?️ Avatar
20 months ago
Wish, Apple had an assembly plant running in India full force. Apple just needs to get out of China. This is not a wake-up call anymore.
Score: 43 Votes (Like | Disagree)
ILoveCalvinCool Avatar
20 months ago
We should be more concerned about the workers than about iPhone 14 supply.
Score: 43 Votes (Like | Disagree)
poematik13 Avatar
20 months ago
China's "Zero covid" policy is basically a form of implicit warfare where they manipulate global supply chains at their whim to **** with and disadvantage the western world. It's a direct response to western sanctions on their chip tech, etc.

Everybody needs to move manufacturing to india, mexico, vietnam etc Asap
Score: 30 Votes (Like | Disagree)
timber Avatar
20 months ago
Placing all your eggs in one basket can be very efficient.

But when things go wrong, they go really wrong.
Score: 23 Votes (Like | Disagree)