July 5, 2022


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iPhone SE orders unchanged, based on provide chain report – 9to5Mac

Two respected sources lately reported that Apple is decreasing iPhone SE orders in response to decrease than anticipated demand. Nevertheless, a brand new provide chain report says there’s no proof but of this taking place.

Each Nikkei Asia and Apple analyst Ming-Chi Kuo reported that Apple is drastically decreasing manufacturing orders for its newest model of the entry-level iPhone…


The third-generation iPhone SE was launched early final month. The design continues to be closely primarily based on the iPhone 8, whereas the internals have obtained a major replace. Notably, the most recent mannequin provides 5G assist.

The iPhone SE 2022 incorporates a extra sturdy design, utilizing the identical back and front glass because the iPhone 13.

The iPhone SE 3 additionally now helps 5G connectivity together with improved battery life because of the effectivity of the A15 Bionic chip inside. Different enhancements are: 12 MP digital camera with Deep Fusion and highly effective computational images expertise; Help for images types, identical to iPhone 13; Sensible HDR 4; and IP67 water resistance.

Nikkei reported that Apple was slicing orders by 20%.

Apple expects to fabricate round 20% fewer iPhone SEs within the subsequent quarter than initially deliberate.

Kuo prompt an excellent larger drop in anticipated full-year gross sales.

Demand for brand spanking new iPhone SEs is decrease than anticipated (delivery standing “in inventory” as one of many proofs), and I’ve lowered my delivery estimate in 2022 to 15-20M (from 25-30M beforehand ).

iPhone SE controls could be unchanged

If each had been appropriate, that would see the 2022 iPhone SE promote fewer items than the 2020 mannequin.

Nevertheless, a paywall Digitimes The report says distributors haven’t but seen any modifications in Apple’s order ranges.

Apple is claimed to have lowered orders for its 5G iPhone SE and AirPods within the second quarter, however Taiwan-based Apple provide chain firms have identified that they haven’t but obtained directions from clients concerning the revision some orders.

Taking 9to5Mac

Studies will not be essentially contradictory. It could be true that Apple plans to chop orders, however is content material to let stock construct up for now – given element shortages – with plans to chop manufacturing a bit later.

Nevertheless, it’s price noting that each one three sources depend on provide chain sources for his or her experiences, so it’s odd that two stable sources are telling a narrative when Digitimes says one other. My cash could be on the previous slightly than the latter.

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