People familiar with the matter said that Apple has abandoned plans to increase production of the new iPhone 14 series this year because the expected surge in demand failed to materialize. Apple has told suppliers to withdraw plans to increase the assembly of the iPhone 14 series by 6 million units in the second half of this year, people familiar with the matter said. Apple's replacement plan is to produce 90 million units during this period, about the same level as the previous year and in line with Apple's original forecast for this summer.
However, according to surging news reports, it was learned from supply chain stakeholders that supply chain manufacturers have not received Apple's notification of the adjustment of orders for the iPhone 14 series, and the total number of orders has remained unchanged, but the iPhone 14 Pro series allocated more orders.
The above-mentioned supply chain source said that the iPhone 14 series gave orders of 95 million units, and last year's iPhone 13 series was 85 million. The person also said that the short-term demand for the standard version of the iPhone 14 series is not as good as that of the Pro series, and some allocation adjustments will be made under the condition that the total order remains unchanged. The quantity of Pro is larger, but the total number of orders has remained unchanged. There is also no so-called plan to increase production or plan to cut orders now.
Today well-known Apple analyst Ming-Chi Kuo also posted that the rumor that Apple gave up on increasing iPhone production is a bit strange. According to his investigation, Apple has plans to switch the iPhone 14/14 Plus production line to the iPhone 14 Pro / 14 Pro Max / cut the price of the iPhone 13, but has not heard of any overall plans to increase iPhone production.
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— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) September 28, 2022
Rumored Apple ditching iPhone production increase sounds a little bit weird to me. As I surveyed before, Apple had production switch plans from iPhone 14/14 Plus to iPhone 14 Pro/14 Pro Max/price-cut 13, but I didn't hear of any overall iPhone production increase plan.
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— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) September 28, 2022
iPhone 14和14 Plus需求明顯低迷，但iPhone 14 Pro、14 Pro Max和降價iPhone 13訂單增加應能抵消14和14 Plus潛在砍單。故儘管許多人擔心經濟衰退，但我預計2022/4Q22的iPhone總出貨將約與共識一致。我預測，若iPhone出貨從12月開始無顯著下降，Apple將在下次財報電話會議對4Q22展望提出正向看法
He reiterated his forecast for the iPhone 14 series, that the iPhone 14 Pro series shipments will grow by about 10%, which will benefit iPhone ASP (average selling price) and product mix in the fourth quarter of this year. Demand for the iPhone 14 and 14 Plus is clearly sluggish, but increased orders for the iPhone 14 Pro, 14 Pro Max, and the cut-price iPhone 13 should offset potential iPhone 14 and iPhone 14 Plus orders. as expected.
The aforementioned supply chain person also said that the main energy of major mobile phone manufacturers is still digesting inventory, and it is expected that the market may improve in the first half of next year.
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