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Apple subcontractors scaling down their expectations

According to a Wall Street analyst, suppliers who manufacture components for Apple’s iPhone are scaling down their projections for the firm’s 12th generation devices.

In a note to clients, RBC Capital Markets analyst Amit Daryanani said discussions with the firm’s supply chain partners have shown that Apple expects to manufacture between 80 million and 90 million new-generation iPhones during the second half of 2018.

This is up to 33% lower than the expectations these same suppliers had a year ago for the present-generation versions of the iPhone 8 and iPhone X series for the second part of 2017, Daryanani said.

He added: “Compared to the very optimistic expectation for iPhone 8/X sell-through, supply chain partners now have a more subdued expectation.”
He also remarked that Apple’s supply chain partners were managing their stock levels ‘more diligently’ this time round.

The company is expected to launch three new models in September 2018: one with an LCD screen and two with OLED displays. The latter would include a revamped 5.8-inch iPhone X and a new 6.5-inch model. The LCD model could well be a 6.1-inch device sold under the iPhone 9 label.

Yesterday Apple released two special-edition red phones as part of a charitable drive to raise money for AIDS/HIV grants: an iPhone 8 and an iPhone 8 plus.

These devices can, for now, be ordered online only – but they should be in the shops on Friday.

A percentage of the proceeds for both phones will go straight to Global Funds AIDS/HIV grants. These offer prevention, testing, treatment and counselling programs that are specifically focused on preventing the virus being transmitted from mother to child.

Since it entered into a partnership with Red 12 years ago, Apple has donated well over $160m to the fund. The company is the charity’s biggest corporate benefactor.

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About the author

Chris

I've been a passionate evangelist for Apple and the Macintosh throughout my working life, my first love was a Quadra 605 working with a small creative agency in the south of Norfolk UK in the mid 1990's, I later progressed to other roles in other Macintosh dominated industries, first as a Senior graphic designer at a small printing company and then a production manager at Guardian Media Group. As the publishing and printing sector wained I moved into Internet Marketing and in 2006 co-founded blurtit.com which grew to become one the top 200 visited sites in the US (according to Quantcast), at its peak receiving over 15 million visits per month. For the last ten years I have worked as an Affiliate and Consultant to many different business and start ups, my key skill set being online marketing, on page monetisation, landing page optimisation and traffic generation, if you would like to hire me or discuss your current project please reach out to me here.

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