Two respected sources not too long ago reported that Apple was slicing iPhone SE orders in response to lower-than-expected demand. Nevertheless, a brand new provide chain report says that there’s as but no proof of this taking place.
Each Nikkei Asia and Apple analyst Ming-Chi Kuo reported that Apple is considerably slicing manufacturing orders for its newest model of the entry-level iPhone …
The third-gen iPhone SE was launched early last month. The design remains to be closely based mostly on the iPhone 8, whereas the internals got a major replace. Notably, the most recent mannequin affords 5G help.
The 2022 iPhone SE incorporates a extra sturdy design, utilizing the identical back and front glass because the iPhone 13.
The iPhone SE 3 additionally now helps 5G connectivity in addition to improved battery life because of the effectivity of the A15 Bionic chip on the within. Different enhancements are: 12MP digicam with Deep Fusion and highly effective computational pictures expertise; Photographic kinds help, identical to iPhone 13; Good HDR 4; and IP67 water resistance.
Nikkei reported that Apple was cutting orders by 20%.
Apple plans to make about 20% fewer iPhone SEs subsequent quarter than initially deliberate.
Kuo advised an excellent greater fall in anticipated gross sales across the year as a whole.
The brand new iPhone SE demand is decrease than anticipated (the supply standing “in inventory” as one of many proofs), and I minimize my cargo estimation in 2022 to 15-20M (vs. 25-30M beforehand).
iPhone SE orders stated to be unchanged
If each have been appropriate, that might see the 2022 iPhone SE promote fewer items than the 2020 mannequin.
Nevertheless, a paywalled Digitimes report says that suppliers haven’t but seen any modifications to Apple’s order ranges.
Apple has been stated to be slicing orders of its 5G iPhone SE and AirPods within the second quarter, however Taiwan-based Apple provide chain corporations have identified that they’ve but to obtain directions from prospects about revising orders.
The studies will not be essentially contradictory. It might nicely be true that Apple plans to chop orders, however is content material to permit inventory to construct for now – within the mild of part shortages – with plans to scale back manufacturing a bit additional down the road.
Nevertheless, it needs to be famous that each one three sources depend on provide chain sources for his or her studies, so it’s odd that two strong sources are telling one story whereas Digitimes is telling a unique one. My cash can be on the previous quite than the latter.
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