Final week, dependable analyst Ming Chi-Kuo tweeted that demand for the iPhone 14 is anticipated to soar in China. Kuo primarily based this forecast on his survey which confirmed that Chinese language distributors/retailers/scalpers are paying the very best pay as you go deposits ever to ensure a adequate provide of iPhone 14 items. Not solely is this residue “considerably increased” than the quantity paid for the iPhone 13, it’s twice as a lot in some areas.
However simply two days following Kuo’s tweet, Digitimes wrote, “It’s understood that the mass manufacturing of Apple’s iPhone 14 collection has began, however the goal cargo of the primary wave of 90 million items has been decreased by 10%.” In different phrases, Digitimes’ report says that Apple had minimize preliminary orders for the iPhone 14 collection by 10%. Not precisely what you’d anticipate to listen to in gentle of Kuo’s tweet calling for increased iPhone 14 pay as you go deposits in China.
The ten% minimize in iPhone 14 orders is traced to a rumor claiming that main chip foundry TSMC not too long ago acquired cuts in orders from Apple (its prime buyer), AMD, and NVIDIA. Kuo responded with a tweet Saturday morning stating that the rumored minimize in orders positioned by Apple with TSMC doesn’t “align” along with his survey. In keeping with the TF Worldwide analyst, he nonetheless sees the provision chain delivering sufficient elements for Apple to ship 100 million iPhone 14 items.
Kuo contradicts Digitimes stating that his provide chain survey reveals no 10% iPhone 14 order minimize
Kuo additionally notes that if a provide chain concern causes a change to the cargo plans of recent iPhone items earlier than mass manufacturing, Apple normally postpones the orders fairly than chopping them.
So that’s the place issues stand. In case you needed to wager on who is correct right here, you’d in all probability wager on Kuo’s observe report and popularity.
In a bit over two months, we anticipate to see Apple introduce 4 new iPhone fashions: the 6.1-inch iPhone 14, 6.7-inch iPhone 14 Max, 6.1-inch iPhone 14 Professional, and the 6.7-inch iPhone 14 Professional Max.
