According to Taiwan Economic Daily , some Taiwanese supply chain manufacturers said that they have not received Apple order cancellation notice, and Apple’s initial stocking target of 90 million iPhone 14 remains unchanged.
It is said that Hon Hai iPhone’s largest assembly base is expected to start mass production of the new iPhone 14 series in late August. Currently, Foxconn’s Zhengzhou factory is actively recruiting workers to prepare for mass production.
There was market news last week that due to issues such as inflation and , Apple is considering reducing the initial stocking volume of the new iPhone 14 by 10% from the original 90 million units.
The supply chain emphasized that the goal of stocking 90 million iPhone 14 units in the first wave has not changed. According to Apple's practice, it will at least wait until the new product is launched to further observe the actual market sales before making second or third wave adjustments. Therefore, it is too early to say that the stocking volume will be reduced by 10%. The supply chain's stocking and production are currently at normal levels.
According to the latest survey results of Chinese dealers, retailers and scalpers, the Chinese market demand for the iPhone 14 launched in the third quarter of this year may be greater than the currently popular iPhone 13 series.
Tianfeng International Securities’ latest survey of dealers shows that major dealers paid the highest deposit ever for iPhone 14 to ensure sufficient supply.
The supply chain emphasized that the goal of stocking 90 million iPhone 14 units in the first wave has not changed. According to Apple's practice, it is necessary to wait until the new product is launched and observe the actual sales situation in the terminal market before making second or third wave adjustments. Therefore, it is too early to say that the stocking volume will be reduced by 10%. The supply chain's current stocking and production are at normal levels.
