Sources: Apple tells suppliers to pull back from increasing the supply of iPhone 14 models by ~6M units in H2, instead aiming for 90M units, on par with 2021
Bloomberg
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Discussion
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@mingchikuo
@mingchikuo
on x
(1/3) iPhone 14 Pro Max accounts for about 60% of the total order increase of Pro models, benefiting iPhone ASP/product mix for 4Q22.
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@mingchikuo
@mingchikuo
on x
(2/3) I think this result will encourage Apple to create more differentiation between iPhone 15 Pro Max & 15 Pro to raise 15 Pro Max shipments and enhance the iPhone product mix.
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@vladsavov
Vlad Savov
on x
Not even the iPhone is immune to the global economy. Though the Pro models are apparently outselling the regular version by quite a margin. https://www.bloomberg.com/...
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@businesscycle
Lakshman Achuthan
on x
It's never different this time. GRC downturns always mean pullbacks in demand growth. Bottom line: for market leaders like $AAPL, you need to be able to predict these shaded areas, and that's what we do. More here: https://www.businesscycle.com/ ... https://twitter.com/... https:…
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@thestalwart
Joe Weisenthal
on x
This is going to leave a pretty big mark today. $AAPL down nearly 4% pre-market after news that it's backing off plans to increase iPhone production due to weaker-than-expected demand. https://www.bloomberg.com/... https://twitter.com/...
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@edbott
Ed Bott
on x
So you're telling me the company that makes $1000 smartphones is finding that customers in this economy aren't rushing to replace their perfectly good older phones? Imagine that. https://www.bloomberg.com/...
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@pelstrom
Peter Elstrom
on x
But for Apple to build 90 million new iPhones is no disaster. The overall smartphone market is going to shrink substantially, with one forecast at negative 6.5%. For Cupertino, flat is the new up. https://www.bloomberg.com/...
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@firstadopter
Tae Kim
on x
Bloomberg reports Apple to produce roughly the same amount of iPhones as last year. Street 2H estimates are for exactly flat iPhone sales versus last year https://twitter.com/...