Kuo doubts Digitimes report, says iPhone 14 orders stay the identical

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 improve/lower) are frequent, together with new fashions earlier than mass productions.” Kuo provides that “Apple doesn’t normally markedly change cargo forecasts for brand new iPhones (double-digit improve/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 normally postpones the orders as a substitute of chopping them.”

Background on iPhone 14 orders controversy

Yesterday, a report by Digitimes mentioned Apple was chopping iPhone 14 orders by 10% regardless of anticipating sturdy demand for the lineup. Based on the publication, the difficulty started when Apple’s provider TSMC had three main clients adjusting their orders, worsening the semiconductor scenario.

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 models has been decreased by 10%.

Earlier than that, analyst Ming-Chi Kuo had already reported that the demand for the iPhone 14 collection in China can be stronger than the present technology, as 9to5Mac reported:

In a thread on Twitter, Kuo says that his newest survey “signifies that some Chinese language distributors/retailers/scalpers should pay the best pay as you go deposit ever for iPhone 14 to make sure a ample provide, implying the iPhone 14 demand within the Chinese language market will doubtless be greater 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 scale back considerations 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 collection, Apple is predicted to deliver probably the most essential upgrades. With a brand new Max mannequin, it should deliver again the common fashions with larger batteries and shows, whereas the corporate is rumored to make tons of adjustments to its high-end units. The iPhone 14 Professional and 14 Professional Max are rumored to function a brand new design, improved essential cameras, a revamped front-facing digital camera, and the A16 chip.

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