Webmaster's Home (ChinaZ.com) July 4 news: According to previous DIGITIMES reports, TSMC's production capacity will be lower in the future due to Apple , AMD , and Nvidia's three major customers cutting orders. The report pointed out that mass production of Apple’s iPhone 14 series has begun, but the target shipment of the first batch of 90 million units has been reduced by 10%.
In response, Tianfeng International Securities analyst Ming-Chi Kuo posted on Twitter that the rumored 10% decrease in TSMC’s iPhone 14 orders is inconsistent with its investigation, and maintained Apple’s iPhone 14 series shipment forecast for the second half of this year, that is, parts and EMS are 100 million units and 90 million units respectively.
Ming-Chi Kuo said that slight adjustments (single-digit increases/decreases) to Apple's iPhone shipment forecasts are common, including new models before mass production; before launching new models and confirming actual market demand/feedback, Apple usually does not significantly change its shipment forecast for new iPhones (double-digit increases/decreases); if supply chain issues lead to significant changes in new iPhone shipment plans before mass production, Apple will usually delay rather than Cut orders.
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Ming-Chi Kuo said that the above situation also applies to other Apple products.
