The popularity of Apple's iPhone 14 Pro Max may lead to more differences between iPhone 15 Pro/Max

Tianfeng International analyst Ming-Chi Kuo said that Apple has a high demand for the 6.7-inch iPhone 14 Pro Max, which may lead the company to further differentiate between the next-generation iPhone 15 Pro and Pro Max. That said, Apple may add exclusive features to the iPhone 15 Pro Max to encourage more people to buy the larger, more expensive device.

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I think this result will encourage Apple to create more differentiation between iPhone 15 Pro Max & 15 Pro to raise 15 Pro Max shipments and enhance the iPhone product mix.

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) September 28, 2022

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在Pro機種加單中，iPhone 14 Pro Max約佔60%，有利於4Q22 iPhone ASP/產品組合。我認為這個結果將更鼓勵Apple在iPhone 15 Pro Max與15 Pro之間創造更多差異化，以提升15 Pro Max出貨量與強化iPhone產品組合。

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) September 28, 2022

Ming-Chi Kuo said last week that Apple asked its manufacturing partners to increase the production of iPhone 14 Pro/Max series models due to strong demand. Today he noted that the iPhone 14 Pro Max accounted for about 60% of the growth in total orders for the Pro/Max series models.

As demand for the iPhone 14 Pro/Max series models has grown, Apple has asked its suppliers to shift from iPhone 14/Plus production to iPhone 14 Pro/Max production. According to Kuo, demand for Apple's iPhone 14 and iPhone 14 Plus has reportedly been "notably lackluster. "

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Apple放棄iPhone增產的傳聞對我來說有點奇怪。正如我之前調查，Apple有轉換iPhone 14/14 Plus產線到iPhone 14 Pro/14 Pro Max/降價iPhone 13的計劃，但我沒聽過有任何整體iPhone增產計劃。我重申調查結果，即iPhone 14 Pro和Pro Max的出貨預測將增長約10%，有利於4Q22的iPhone ASP/產品組合。

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) September 28, 2022

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iPhone 14和14 Plus需求明顯低迷，但iPhone 14 Pro、14 Pro Max和降價iPhone 13訂單增加應能抵消14和14 Plus潛在砍單。故儘管許多人擔心經濟衰退，但我預計2022/4Q22的iPhone總出貨將約與共識一致。我預測，若iPhone出貨從12月開始無顯著下降，Apple將在下次財報電話會議對4Q22展望提出正向看法

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) September 28, 2022

Bloomberg reporter Mark Gurman previously broke the news that Apple will launch the iPhone 15 Ultra instead of the iPhone 15 Pro Max, which may also be to further distinguish between Pro and Pro Max.

In addition, Ming-Chi Kuo said that Apple may establish a new Apple Car team by the end of 2022 , after several twists and turns in Apple's car-building project, which changed four leaders in eight years.

My latest survey indicates that Apple will likely build the new Apple Car project team before the end of 2022.

我的最新調查顯示，Apple可能將在2022年底前建立新的Apple Car專案團隊。

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) September 28, 2022