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 Roundup: iPhone 14 Pro
Related Forum: iPhone

Top Rated Comments

Spaceboi Scaphandre Avatar
9 weeks 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
9 weeks 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
9 weeks 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
9 weeks ago
We should be more concerned about the workers than about iPhone 14 supply.
Score: 43 Votes (Like | Disagree)
poematik13 Avatar
9 weeks 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
9 weeks 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)

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