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Recently, Tianfeng International analysts pointed out that Apple has asked Hon Hai Foxconn to switch the production line of the iPhone 14 to the iPhone 14 Pro model, which is equivalent to increasing the shipment forecast of the iPhone 14 Pro in the fourth quarter by about 10%.

"My latest survey points out that Apple has asked Hon Hai to switch the iPhone 14 production line to the iPhone 14 Pro series due to strong demand for the iPhone 14 Pro series, which will help improve Apple's products in 4Q22," the analyst said. Combination/iPhone ASP. According to the conversion rate of production lines, it is equivalent to Apple's increase in shipments of the iPhone 14 Pro series in 4Q22 by about 10%.

Hon Hai's latest response, "does not comment on a single customer and product."

However, according to people in the industry, there is indeed a smell of this trend at present, but it is still too early to make a final decision. It may not be until October that everything will become clear.

In addition to naming Hon Hai as the biggest beneficiary, Ming-Chi Kuo also boldly predicted that there are currently only a few component suppliers such as Samsung, and the orders have already reflected Hon Hai's production line conversion. However, in the next few weeks, most of the supply Businesses should also receive requests for additional orders for Apple's iPhone 14 Pro series.

The legal person pointed out that Hon Hai is the main assembly and foundry partner of the iPhone 14 series, accounting for 60 to 70% of the overall foundry of the iPhone 14 series, and it is also the main assembly foundry of the high-end version of the iPhone 14 Pro series. If the production line of the iPhone 14 is switched The news of the iPhone 14 Pro model is true, and Hon Hai is bound to be the biggest beneficiary. It is expected to follow in Apple's footsteps and share the results of product portfolio and ASP optimization.