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It seems like every week there is a report on iPhone 12 production that contradicts the previous one: the last one comes from analyst Ming-Chi Kuo, who says most of Apple’s upcoming phones face delays, despite Foxconn’s assurances of who is making up for the loss. hour.
It begins with the new iPhone SE (2020), previous orders that started a couple of days ago and saw delivery dates drop in May, due to higher-than-expected demand. The analyst expects 12-14 million SE phones to be shipped this quarter, followed by 10 million in the third quarter. However, Kuo cautions that this will be at the expense of the more premium iPhone 11 models; In times of financial uncertainty, consumers prefer the most affordable product. Predictions for iPhone shipments in the second quarter were down 30%.
Production of the next iPhone 12 models, there will be four of them, says Kuo, has been partially delayed. Due to travel bans, Apple has had to delegate more to local employees, leading to a 1-month delay.
Also, the mmWave antenna had to be redesigned in April, causing more delays (to make matters worse, test labs are closed). It is not entirely clear if all iPhone 12 models will have mmWave connectivity, so it is not clear if this delay affects all models (however they will all have 5G sub-6GHz).
The 5.4 “and 6.1” iPhone 12 models are now expected to go into mass production in September. Production of the 6.7 ”model, the most complicated model, according to Kuo, will be delayed until October.
Apple retired the iPhone 8 when the new SE replaced it, but it also stopped selling the iPhone 8 Plus and there’s no replacement for that yet. An iPhone SE Plus was expected in the first half of 2021, but all of these production delays will delay it in the second half, analysts predict. The 5G iPad Pro has already been delayed (according to a Chinese publication).
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