According to a new report from analyst Ming-Chi Kuo, Apple plans to reserve its latest A16 Bionic SoC exclusive to the 6.1-inch iPhone 14 Pro and flagship 6.7-inch iPhone 14 Pro Max, a differentiation/bifurcation strategy that will be carried forward in all future iPhone releases.
The latest A16 processor will be exclusive to two iPhone 14 Pro/high-end models, significantly boosting the shipment proportion of new iPhone high-end models in 2H22 to 55-60% (vs. 40–50% in the past).
The marked increase in the shipment proportion of iPhone 14 high-end models benefits the major high-end component suppliers of the rear camera, including Sony (CIS), Largan (lens), Alps (VCM/OIS), and LG Innotek (CCM).
The latest processor chip will be exclusive to iPhone high-end models in the future, so a high shipment proportion of iPhone high-end models will be the norm, favoring high-end camera component suppliers.
MacDailyNews Take: Apple should have been doing this prior, but it’s good to see some additional differentiation between entry-level and “Pro” iPhone which will, of course, tilt more buyers to iPhone Pro models, increasing Apple’s iPhone ASP. The expected removal of the inelegant kludge (notch) in favor of a more refined pill and hole punch design exclusively in the iPhone 14 Pro and iPhone 14 Pro Max will also help differentiate the Pro models from the non-Pro iPhones later this year, moving the mix toward higher-end iPhones.
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Great……higher ASP is always good……now Rod Hall bring on the downgrades
Who is the obviously-a-moron “Rod Hall?”
Is this the real name of AppleBS, and is his equally dimwitted “AppleCynicSaysHi” cousin called “Rodd Ball”?
Sick of these twits and their constant BS.
Rod Hall is why so many people think the stock advisor profession is a clown show. He peddled his Apple Is A Bad Buy, A Collapse Waiting To Happen. He’d get views and clicks for the show or website while making money for his theater show. Any average investor who heard it and made them skittish of Apple stock ended up missing out on cash cow like profits over the last 4 years. He insisted quarter after quarter Apple was a bust. Huge revenue gains reported by Apple would just see him talk louder on TV how Apple was a bust.
He got name recognition and money for it while making the stock advisor profession pure kabuki theater. Any website who puts Rod Hall’s opinion on it for actual investing consideration should be entirely disregarded. The website is just trying to get clicks at the expense of ethics and decency..
It’s good for iPhone SE and iPhone mini 13 (assuming it stays in next lineup), because their A15 processors remain “on par” with the newest not-Pro iPhones for another year.
Wish: The expected removal of the inelegant camera lenses (bumps) in favor of a more refined, FLAT back of the iPhone!
Many Android phones already do it seamlessly, what’s the problem industry leader Apple?!?…
The non pro models certainly should have flush cameras.
Still enjoying the iPhone SE and no big deal non-Pro phones will NOT be equipped with the fastest chips or best cameras.
Seriously, how much better can features be for more than twice the money? Couple Milliseconds or full seconds? You don’t miss what you don’t have and save big bucks, as well…