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.
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.
Popular Stories
We've still got months to go before the new iPhone 17 models come out, but a combination of dummy models and leaks have given us some insight into what we can expect in terms of camera changes.
Apple is adding new camera features, and changing the design of the camera bump for some models. You might be skeptical of dummy models, but over the years, they've proven to be a highly accurate...
Apple's former design chief Jony Ive long dreamed of an iPhone with a truly all-screen design, and his wish might finally become reality in a few more years.
The Information today cited multiple sources who said that at least one new iPhone model launching in 2027 will have a truly edge-to-edge display. The device's front camera and Face ID system would both be placed under the screen....
Apple's rumored iPhone 17 Air model will have "worse" battery life compared to previous iPhone models, according to a paywalled The Information report.
In internal testing, Apple determined that the percentage of users who will be able to use the iPhone 17 Air for a full day without needing to recharge the device throughout the day will be between 60% and 70%, according to the report. For...
Despite being more than two years old, Apple's AirPods Pro 2 still dominate the premium wireless‑earbud space, thanks to a potent mix of top‑tier audio, class‑leading noise cancellation, and Apple's habit of delivering major new features through software updates. With AirPods Pro 3 widely expected to arrive in 2025, prospective buyers now face a familiar dilemma: snap up the proven...
Apple's two-generations-away iPhone 18 Pro models will likely feature under-screen Face ID, according to The Information.
The paywalled report today cited a source who said the iPhone 18 Pro and iPhone 18 Pro Max will have only a small hole in top-left corner of the screen, to accommodate the front-facing camera, with all Face ID hardware moved under the screen.
With under-screen Face ID, ...
Starting in 2026, Apple plans to change the release cycle for its flagship iPhone lineup, according to The Information. Apple will release the more expensive iPhone 18 Pro models in the fall, delaying the release of the standard iPhone 18 until the spring.
The shift may be because Apple plans to debut a foldable iPhone in 2026, which will join the existing iPhone lineup. The fall release...
On this week's episode of The MacRumors Show, we look at what to expect from the 2025 Apple Watch lineup when new models launch in the fall.
Subscribe to The MacRumors Show YouTube channel for more videos
The Apple Watch Series 11 is anticipated to offer hypertension detection as the device's next major health monitoring advancement, potentially with AI-powered health-coaching features. It is ...
