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A distinguished analyst protecting Apple doubts claims made in a rumor that the corporate has minimize down its iPhone 14 orders, insisting that such a serious provide chain occasion is unlikely to happen as reported.
On Friday, a report emerged about Apple chip companion TSMC, which has allegedly seen orders from three main shoppers diminished. AMD, Nvidia, and Apple, are all supposedly lowering their spending over a claimed downturn in demand.
The report by DigiTimes specifies that Apple has diminished the primary wave of mass manufacturing of the iPhone 14 vary by 10%, down from 90 million items.
TF Securities analyst Ming-Chi Kuo responded to the report early on Saturday, with a tweet thread insisting that the rumored 10% minimize “just isn’t aligned with my survey” of the provision chain. Quite than a discount, Kuo as an alternative maintains a cargo forecast for the iPhone 14 within the second half of 2022 at round 100 million and 90 million items “for parts and EMS, respectively.”
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My take for the rumored TSMC’s iPhone 14 orders minimize by 10%.1. Rumored TSMC’s iPhone 14 orders minimize by 10% just isn’t aligned with my survey. I at present preserve my 2H22 cargo forecast for iPhone 14, about 100 mn and 90 mn items for parts and EMS, respectively.
— (Ming-Chi Kuo) (@mingchikuo) July 2, 2022
In explaining the distinction of opinion, Kuo factors out that Apple cargo forecasts generally obtain “single-digit” will increase and reduces, together with for brand spanking new fashions earlier than mass manufacturing.
Moreover, “Apple would not normally markedly change cargo forecasts for brand spanking new iPhones” by double-digit share adjustments earlier than launch. Kuo say it waits till it launches new fashions and may verify “precise market demand” earlier than making such adjustments.
Within the case of a provide chain situation inflicting a serious shift in shipments for brand spanking new iPhone fashions earlier than mass manufacturing commences, Apple “normally postpones the orders as an alternative of slicing them,” Kuo presents.
Kuo additionally says the reasoning is not only for iPhones, because it “additionally applies to Apple’s different merchandise.”
The distinction in opinion follows after Kuo posted particulars of a survey of Chinese language distributors and retailers on June 30, indicating that the demand for the iPhone 14 “could also be stronger than that of the iPhone 13” within the nation.
