Analyst Ming-Chi Kuo doubts a Digitimes report that claims TSMC’s iPhone 14 orders have been reduce by 10%. In a thread on Twitter, the analyst says the cargo forecast for iPhone 14 elements and EMS stays the identical as he reported early this week.
On this thread, analyst Ming-Chi Kuo says that “Apple’s slight changes for iPhone cargo forecasts (single-digit enhance/lower) are frequent, together with new fashions earlier than mass productions.” Kuo provides that “Apple doesn’t often markedly change cargo forecasts for brand spanking new iPhones (double-digit enhance/lower) earlier than launching new fashions and confirming the precise market demand/suggestions.”
The analyst finishes the thread by saying that “if a provide chain concern causes a big change within the cargo plan of the brand new iPhones earlier than mass manufacturing, Apple often postpones the orders as a substitute of chopping them.”
Background on iPhone 14 orders controversy
Yesterday, a report by Digitimes stated Apple was chopping iPhone 14 orders by 10% regardless of anticipating robust demand for the lineup. In accordance with the publication, the problem started when Apple’s provider TSMC had three main clients adjusting their orders, worsening the semiconductor state of affairs.
It’s understood that the mass manufacturing of Apple’s iPhone 14 sequence has began, however the goal cargo of the primary wave of 90 million models has been diminished by 10%.
Earlier than that, analyst Ming-Chi Kuo had already reported that the demand for the iPhone 14 sequence in China could be stronger than the present era, as 9to5Mac reported:
In a thread on Twitter, Kuo says that his newest survey “signifies that some Chinese language distributors/retailers/scalpers must pay the very best pay as you go deposit ever for iPhone 14 to make sure a enough provide, implying the iPhone 14 demand within the Chinese language market will probably be increased than anticipated.”
The analyst reported that the iPhone 14 cargo forecast of part suppliers and EMS is about 100 million and 90 million models in 2H22, respectively. This might imply that this strong demand for iPhone 14 within the Chinese language market might cut back issues about the remainder of the iPhone 14 orders being reduce after the launch – as occurred with the third-generation iPhone SE.
For the iPhone 14 sequence, Apple is predicted to convey some of the vital upgrades. With a brand new Max mannequin, it can convey again the common fashions with greater batteries and shows, whereas the corporate is rumored to make tons of adjustments to its high-end gadgets. The iPhone 14 Professional and 14 Professional Max are rumored to characteristic a brand new design, improved most important cameras, a revamped front-facing digital camera, and the A16 chip.
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