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Analyst Ming-Chi Kuo says that Apple’s newest iPhone SE is promoting lower than anticipated, and different sources say orders are being scaled again consequently.
Except for including 5G assist, the 2022 iPhone SE has been seen as a minor replace. Now it seems that its similarity to the earlier mannequin, plus maybe the worldwide scenario with coronavirus lockdowns and Ukraine struggle, is inflicting demand to be lower than Apple anticipated.
Shanghai lockdown does not have an effect on the iPhone SE manufacturing. Nonetheless, the brand new iPhone SE demand is decrease than anticipated (the supply standing “in inventory” as one of many proofs), and I reduce my cargo estimation in 2022 to 15-20M (vs. 25-30M beforehand).
— (Ming-Chi Kuo) (@mingchikuo) March 28, 2022
Analyst Ming-Chi Kuo’s tweet is seemingly based mostly on inventory checking at Apple Shops, reasonably than from business insiders. Nonetheless, on the identical time Nikkei Asia is claiming that unnamed sources say Apple is to make 20% fewer iPhone SEs within the subsequent quarter.
That is estimated to imply as much as three million fewer iPhone SE gadgets produced. Beforehand, analysts have been all estimating gross sales of 30 million over its first yr on sale.
Ming-Chi Kuo had put 30 million on the prime of his predicated vary. Nonetheless, Wedbush analyst Daniel Ives additionally predicted 30 million, but cautioned this was “conservative.”
Apple is reportedly additionally decreasing iPhone 13 manufacturing, however due to anticipated seasonal modifications. AirPods manufacturing might also be lowered, although there aren’t any particulars of which fashions are affected.
