A new article published byBloombergclaims to have intercepted a message sent by Apple to its suppliers explaining to them that the iPhone 13 would sell less well than before at the moment, a sign that production must slow down. Another consequence: large orders (here we are talking about several million units) previously placed by Apple with its Asian service providers could be canceled.
The story does not say which subcontractors are directly concerned, but the list of suppliers of moving parts for Apple is known. These include the Taiwan Semiconductor Manufacturing Company (proprietary chips), LG and Samsung (screens) and Wistron, Foxconn and Pegatron (final assembly). Note that Sony also takes care of the photo sensors installed on the back.
Explanations
According to the journalists behind this unprecedented information, several reasons would push prospects to turn their backs on the iPhone 13 afterthis one -accompanied by its variations- experienced numerous delays. One of them is, again, the coronavirus pandemic. Difficult to understand, given that online sales are current, but what do you expect.
As for the second, it would simply be frustration. So, even ifApple has clarified that its flagship laptops will be under the treefor those who want it, a multitude of consumers have simply decided to ignore it after having faced prolonged and disappointing delivery times in recent weeks.
Why you shouldn't worry
We made it last night:Apple's price on the New York Stock Exchange has reached its highest level, which suggests that investors' expectations of the firm are not weakening. It's not just phones that bring in money for the American brand, but also tablets, computers, accessories like the Watch or AirPods and paid subscriptions.
On the other hand, the fourth quarter is almost every year an opportunity for Cupertino to reach new revenue records thanks precisely to the gifts and numerous promotions offered by resellers during the same period. Black Friday, which has just ended, is also a vector of growth for most stores.
