July 1, 2022

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iPhone SE and AirPods elements suppliers apparently see no minimize orders


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Corporations in Apple’s provide chain for the iPhone SE and AirPods say they haven’t been instructed to chop manufacturing, regardless of repeated studies claiming they’ve.

Analysts have reported that Apple’s new iPhone SE has seen weak demand from consumers, with some estimating that Apple has minimize manufacturing orders for as much as three million telephones. In the meantime, Ming-Chi Kuo mentioned demand for the AirPods 3 was “considerably decrease” than the earlier mannequin, saying Apple had diminished orders by 30%.

In response to a brand new report from Digitimes, nevertheless, Taiwan-based part makers advised the publication that that they had not minimize manufacturing. Particularly, the nameless sources say they haven’t acquired any directions relating to the overview of orders.

Analysts might have realized of Apple’s plans earlier than they had been carried out, however the first studies of manufacturing cuts date again to March 2022. Because of the complicated and worldwide nature of Apple’s provide chain , it’s additionally potential that reported reductions in a single space had been really order strikes to a different producer.

Nonetheless, that is unlikely, as even a departure of a provider ought to have resulted in a part of the Digitimes sources receiving discount directions.

Digitimes has a foul repute for extrapolating Apple’s plans for its gadgets, nevertheless it has a a lot stronger monitor report in relation to its sources inside the provide chain. Friday’s report is extra of the latter than the previous.