Big Brother Apple only holds an iPhone conference once a year, but the news about the new iPhone in the industry has never been far away. According to the Taiwan Economic Daily report, Apple’s new iPhone stocks are strong. Hon Hai’s Zhengzhou plant has recently increased its internal recommendation bonus to $1953, which is a direct double of the original $922.
This is the sixth time that Hon Hai has raised relevant bonuses this year, and it is also the first sixth increase in history. It is not difficult to see that there are many orders for the new iPhone, and Apple is also confident in the future sales of its new products. According to industry analysts, Hon Hai will be the exclusive contract manufacturer for the new 6.7-inch high-end iPhone, and the 6.1-inch model will account for about 60% of the assembly.
Supply chain sources revealed that the A15 processor on the new iPhone 13 is exclusively manufactured by TSMC. TSMC plans to produce more than 100 million A15 processors from August to December this year. This also means that the initial stock of the new iPhone will exceed 100 million units, which is 5% more than the agency’s estimate of 95 million units in July.
Although this year the global smartphone market weakness, shipments, sales continued to decline, analysts expect more global shipments will fall by 6.6 percent year on year in the second half. However, this situation obviously cannot affect Apple’s stocking ambitions.
According to data, domestic iPhone demand rebounded strongly in July. The most relevant data for the iPhone, non-Chinese brand mobile phone shipments, was extraordinarily strong, with a year-on-year increase of 77%. UBS analysts predict that driven by the iPhone 13 series, the outlook for iPhone demand in 2022 is positive.
Tianfeng International analyst Ming-Chi Kuo also believes that looking forward to 2021-2023, Apple has the best growth visibility among smartphone brands, and iPhone shipments in 2021 and 2022 will reach 230-240 million and 250-260 million units respectively ( About 195 million units in 2020).
Orient Securities reported on August 18 that it is optimistic about the sales of the iPhone series in the second half of the year, and the intensive release of new products such as the new iPhone, Apple Watch, and AirPods will further drive the enthusiasm of users to switch phones.
Mainland manufacturers in Apple’s supply chain are expected to continue to make breakthroughs in the scope and share of their product lines, relying on the stable development environment of advanced manufacturing and the continuous improvement of technology. The performance flexibility of the leading players in each link will be gradually released in the second half of the year.
