Ta.I.P.I. As demand for its first 5G handset rises amid the epidemic, Apple plans to make 96. million million iPhones in the first half of 2021, an increase of about 0% year-on-year, Nikkei Asia learned.
The Cupertino-based tech company has asked suppliers to make 95 million to 96 million iPhones, including the latest iPhone 12 range and older iPhone 11s and iPhone SEs, multiple people familiar with the matter told Nikkei Asia – although key industry-wide shortage components threatened that target. Can.
People said that Apple Play’s temporary year forecast shared with its suppliers indicates that it plans to make 230 million iPhones in 2021, including both old and new models. This represents a 20% increase from 2019, although the target will be regularly reviewed and revised in response to any changes in customer demand, they added.
“Planned production is scheduled for the next quarter and beyond, and the outlook is very bright,” Nikki, an executive at Key’s Apple Pal supplier, said. The person added, “The iPhone 12 Pro, and the iPhone 12 Pro Max in particular are stronger than we expected, while the demand for the iPhone 12 is consistent with the forecast, but the iPhone 12 Mini is a bit sluggish,” the person added.
Apple cut smartphone shipments in 2011 and 2019 for two consecutive years. In the first nine months of this year, its shipment was about 1. 1 million was on the iPhone, according to data from research firm IDC.
Most of the improvements came from the iPhone 12 range – Apple Electronics ‘response to Samsung Electronics and Huawei Technologies’ 5G smartphone offer fur – which has been in high demand since hitting store shelves this quarter. The provisional production plan for 2021 is compared to the record 231.5 million iPhones in 2015.
Apple is also preparing an aggressive production schedule for its high-end computers for the moment 2021, said two acquaintances. The company is in the midst of replacing Intel Central processors in its computer lineups with self-designed CPUs using British chip designer Armani technology. Apple had already unveiled three MBK models powered by its M1 Central processor in late 2020 and announced that it would take about two years to make a full transition to a home-designed CPU. U.S. The tech giant is also working on the new Apple Pal TV, the home entertainment device for video-no-demand services for the coming year.
Apple’s strong iPhone orders come as the smartphone industry faces two upheavals: severe component shortages and fierce competition for Huawei’s market share.
In anticipation of a post-coronavirus boom in consumer demand – device makers are racing for sufficiently crucial components – especially semiconductors and displays, which are safe for the need of several months to manufacture.
Apple Play has already taken the components set for the iPad and relocated it to the iPhone 12 range, affecting the 2 million to 3 million iPads produced this year, Nikkei Asia reported.
Meanwhile, smartphone peer Xiaomi has set a bold production target of 240 million smartphones for suppliers next year, which is likely to exacerbate the industry-wide shortage. Like its allies, Xiaomi is retreating due to U.S. sanctions so is also trying to expand its footprint abroad.
During the epidemic, Apple Play tried to store as many processor chips as possible to avoid supply chain disruptions. Some market observers, including CLSA and Jefferies, suggested that Apple Play cut some orders for its A14 processor chips for the January-March period, although industry officials told Nikkei that this could potentially indicate a “seasonal adjustment” and 20 for the previous half-year. Still healthy.
“There are a lot of components that are going to go into the iPhone, not just the core processors,” said a chip industry executive. “Apple’s adjustment of the moment suggests that they now have enough processors to complete their production plan but are still chasing other essential components.”
After disrupting the development of the epidemic and on a weekly basis there was concern about the possibility of the 5G iPhone 12 range and its launch was delayed for about a month. In April, when the global health crisis first struck the US, Apple also considered waiting until next year to unveil the lineup.
However, the U.S. And despite the fact that Chinese consumers are currently facing a wait time of up to four weeks for some iPhone 12 Pro models, it has been warmly welcomed.
Jeff Pue, an analyst at GF Securities, told Nikkei Asia that most suppliers and market observers expect demand to pick up in 2021, and iPhone shipments will “definitely” grow next year. However, there are still uncertainties about the scale of the business, the analyst said.
“The market is very optimistic about 2021, but we will have to be a little bit more cautious about whether it will be really good enough to meet everyone’s expectations. Apple’s iPhone shipments will definitely see a recovery recovery for next year, but overall it will go ahead , Huawei’s market share loss will not be as great as that of other players like Xiaomi and Oppo. “Also, we are a little more confident about its upcoming new iPhone lineup which is set to launch in the second half of 2021. We don’t see much enthusiasm for a new model in 2021 after its first 5G iPhone lineup this year. “
The Pune-based company predicts that Apple will ship about 220 million iPhones next year.
Apple Play declined to comment on the story.
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