This article is from WeChat official account:IT Times (ID: vittimes), of: Li Yang, editor: kicked sister, from the head of FIG: supply of FIG.
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1. iPhone 12 pro and above versions are the most scarce. The scalper has a maximum price increase of 1,000 yuan, but the iPhone 12 “breaks”. The entire series may sell 9 million units in the first week.
2. When will the shortage of iPhone 12 ease? Apple’s foundries are running at full capacity, with 25,000 unit production lines rolling off the assembly line every day. Carriers have received sufficient goods through channels, and normal supply may resume in the first week.
The iPhone 12 series is officially on sale.
The entrance of today’s Apple store is like a stock exchange market. The scalpers are “traders” who don’t wear vests. Purchasers who make an appointment are “shareholding” players. Those who do not make an appointment can only Take a look, and the “stock price” of the new iPhone fluctuates in real time.
The chill of the early autumn morning in the magic city can’t suppress the enthusiasm of Li Ge (pseudonym) at 9 am outside the Shanghai Apple IAPM store , The pedestrians passing by were chilly, but Li Ge only wore a blue T-shirt, and he had been shouting for more than an hour.
Picture Source/IT Times
He came from Zhejiang and brought the goods to the local wholesalers. For him, today is a big day to make money happily and he is going to receive more than 50 sets.
The stone steps in the front left of the IAPM Apple’s official retail store are definitely a good location for transactions, and reservation buyers will never escape the scalper’s sight when they come out of the gate.
Picture Source/IT Times
As a result, Li Ge and another colleague were in a fight, and he almost started.
“No iPhone 12, no! Only Pro, only Pro!” The scalpers’ chants are similar. Surprisingly, the freshly released standard version of iPhone 12 is not in the scalper’s acquisition catalog.
“Yesterday there was an increase of 500 yuan for the’blind receipt’, and today the original price is not required. If you want, I can reduce the price by 400 yuan to you.”
Compared with iPhone 12’s “breaking hair”, iPhonThe e 12 Pro is very fragrant, and some scalpers have a maximum increase of 1,000 yuan.
The price of the new iPhone is changing all the time. Li Ge kept making calls. “The general market is that the 128GB version of the iPhone 12 Pro will be priced at 400 yuan, and the 256GB version will be priced at 800 yuan.”
While Brother Li was talking, a scalper next to him bought a blue 128GB iPhone 12 Pro from a young girl at an additional price of 600 yuan. Some scalpers told the “IT Times” reporter that he had already bought 10 iPhone 12 Pros when he came over this morning.
1. Tomorrow morning, please set the alarm clock
Every hour on the hour, Apple will place a group of reserved users into the store to purchase machines. This includes Yin Xinyi’s (alias).
Picture Source/IT Times
A full week ago, at 10:30 pm on October 16, Yin Xinyi ordered a 128G blue iPhone 12 on Apple’s official website, and there was no lag. But just two and a half hours ago, the first time the iPhone 12 was pre-sold, Apple’s official website crashed, and many “fruit fans” were struck by the delay of the payment page.
As of October 21, regardless of the official website, or through channels such as Tmall, JD.com, Suning, etc., there are no reservations for the iPhone 12, and it can only be purchased at a designated time every day.
After the release of the iPhone 12 series, there was a hot topic on the Internet: Never buy an iPhone 12 because of the “Twelve Differences in Jinling(钗) , Wang Shouyi Thirteen Fragrance.” But the reality is still very “beautiful” for Apple, and the story continues in accordance with the “True Fragrance Law”.
At 8 pm on October 16, consumers can purchase iPhone 12 and iPhone 12 Pro on Apple’s official website or through third-party channels through appointment and online shopping. Due to the large number of appointments, Apple’s official website was instantly squeezed, making it difficult to display the sales interface of the new machine. The Apple App Store also experienced a long period of downtime and inaccessibility, which lasted until about 20:30 and the failure basically disappeared. .
The number of appointments on third-party platforms is also hot. As of 11 a.m. on the 16th, JD’s self-operated iPhone 12 appointments reached 760,000.Pro is 400,000; as of 18:00 that day, the total number of reservations for the iPhone 12 series of Suning.com has exceeded 1.45 million, of which the number of iPhone 12 reservations has exceeded 920,000, and the total number of iPhone 12 Pro reservations has reached 520,000. After the Apple Tmall flagship store struggled for 10 minutes, multiple categories of the iPhone 12 series were declared out of stock, and the iPhone 12 Pro entered the “sold out” state earlier.
Picture Source/IT Times
On October 22, a reporter from “IT Times” saw that Apple’s official website no longer accepts appointment purchases for iPhone 12 and iPhone 12 Pro. The second round of appointment purchases will reopen at 6 am on October 24, Shanghai. Many of Apple’s flagship stores also informed that the first batch of iPhone 12 and iPhone 12 Pro have already been booked, and it is not currently possible to buy them at the store after the 23rd. They can only pick up the goods by appointment.
“Within one hour on the night of the pre-sale on the 16th, our reservations were robbed.” An Apple retail store staff suggested that if the first round is not available, it is best to set October 24. That is the alarm clock for tomorrow morning.
2. As soon as the launch is approaching, the supply of goods is gradually increasing
A source from a provincial telecom operator revealed that the first batch of iPhone 12 and iPhone 12 Pro series did not arrive much, and they were already sold out.
In order to cope with the release of iPhone 12, the operator also carried out system transformations in more than 60 Apple authorized stores in accordance with Apple requirements, and added Apple SEED( Store management), DCOTA(demo), GDV (rolling purchase, sales and storage) three sets System, this seems to mean that Apple has more control over offline channels.
In the past two years, in order to alleviate the dilemma in the Chinese market, Apple has relaxed its price controls on distributors, and coupled with the lack of innovation in the iPhone, it is no longer a fantasy to “break after launch”. But iPhone 12 is Apple’s first 5G mobile phone after all, and the phenomenon of “scalper increase” in the first week of the past reappeared.
Picture source/Xianyu App screenshot
On October 22, the day before the official launch time, the first batch of iPhone 12s in Shanghai Daao Communication Mall arrived. The price given by the dealer is 128G 6850 yuan, which is 60 yuan premium to the official price of 6799 yuan. Although the dealer does not want to disclose how much of the goods they have received, from the price point of view, the supply should not be considered in short supply.
A reporter from “IT Times” saw in the flagship store of China Mobile that iPhone 12 can be ordered directly, and the delivery time shows that the latest is before 24:00 on October 25. The store stated that it is “the first stock.”
“The market price may have to wait a week or so after the official release on the 23rd to stabilize. When the supply is sufficient, the price difference with the official website should reach 1,000 yuan, at least four to five hundred.” A mobile phone wholesaler expressed confidence in In the future, the price of the new iPhone 12 will be lowered quickly.
Shanghai Daao Communication Mall Picture Source/IT Times
Besides, don’t forget, there is another kind of iPhone called “Joan iPhone”. The iPhone 12 purchased at Hainan Duty Free Shop is the National Bank version, but the price is much cheaper. Recently, the price of a Qiong version of the iPhone 12 has been exposed online. The Hainan duty-free iPhone 12 starts at less than 5,500 yuan, and the iPhone 12 Pro starts at more than 1,000 yuan cheaper than the official website price.
3. The production capacity is fully opened up, and the single production line goes offline 25,000 units every day
The well-known Apple analyst Ming-Chi Kuo predicts that the weekly sales of iPhone 12 and iPhone 12 Pro are expected to reach 9 million units. At present, Apple has added Foxconn to urge Foxconn to start production as soon as possible.
PictureSource/IT Times
According to internal employees, in order to increase production capacity, Foxconn launched a 10,000 yuan bonus to encourage workers to rework and join the ranks of production. As long as workers have been on the job for more than 90 days and have been on duty for 55 days, they can receive this bonus. At the same time, Pegatron is also hiring workers frantically. The rework fee has reached 14,000 yuan on the 22nd and reached 16,000 yuan at the highest.
A Pegatron manager told reporters that Pegatron is the low-end iPhone 12 products, namely iPhone 12 mini and iPhone 12. According to his understanding, the OEM output of one Pegatron factory line combined with two shifts every day at night is about 25,000, and there are more than a dozen such lines. In this way, Pegatron has a monthly production capacity of 300,000 to 400,000 units. between.
Guo Mingchi predicts that the number of orders for iPhone 12 and iPhone 12 Pro within 24 hours after opening the pre-order is expected to be 1.7 to 2 million units. In comparison, the iPhone 11 series has a 24-hour pre-order order of 500,000 to 800,000 units, and the iPhone 6 series has 4 million units. The iPhone 6 is Apple’s first best-selling model in the previous six years.
However, the initial production capacity of the iPhone 12 is limited, and the sales volume in the first week may be limited. I believe that after the production capacity returns to normal, the sales volume of the iPhone 12 will usher in strong growth.
Ran Xuantong, an analyst at TrendForce Consulting, believes that compared with the initial launch of the Android flagship, Apple’s pre-orders in the first week are already high. Although affected by the epidemic this year and the overall economic environment is relatively sluggish, Apple’s first 5G mobile phone has shown goodwill on the price and will help increase overall sales. Therefore, shipments of iPhone 12 this year are expected to reach 75 to 80 million units.
Picture Source/IT Times
Hou Linye, Senior Analyst at GfKIt is believed that Apple currently has a more complete overall layout in the price range of 5,000 to 10,000 yuan, which will provide consumers with more choices.
However, Hou Lin believes that the delay in the distribution and sales of the iPhone 12 may lead to a decline in new product sales, but the price reduction of the iPhone 11 will slightly increase Apple’s overall sales.
Sun Yanbiao, Dean of the First Mobile Phone Industry Research Institute, analyzed that the reason for the shortage may be that the iPhone 8, 10, and 11 generations are all in stock, which is very harmful to the entire supply chain. Therefore, the iPhone 12 is very stocked this time. cautious.
Will the iPhone 12 become Apple’s “turning over”, the answer will be revealed in the next few weeks.
This article is from WeChat official account:IT Times (ID: vittimes), author: Li Yang