Many media outlets republish news published by Bloomberg As a result, Apple slashed iPhone 14 sales estimates and rushed to turn around production.
Admittedly, real news, but which deserves to be deepened, starting with the fact that it refers to a surplus of production expected for the upcoming arrival of the Christmas holidays. The news sent the Cupertino giant’s share price plummeting, but it rallied yesterday and ended down 1.27% at $149.84 following hitting the low of $144.84 each.
A brake on the surplus of the iPhone 14
Apple has planned an increase in iPhone 14 production of around 6 million units to meet demand, especially around Christmas. In the last few hours, due to more accurate estimates, they sent the counter-order from Cupertino, thus blocking the additional production requested.
However, all this has not changed the objectives of Apple, which is determined to produce 90 million copies of the iPhone 14 by the end of 2022, and in fact, in recent months, no correction has been made to orders already placed with its suppliers. A figure that also corresponds to the expectations that Apple placed in the iPhone 13 a year ago.
Inflation and uncertainty are not sparing Apple, which – and we don’t talk regarding it – had to change its mind regarding the expected sales boom in light of the Christmas holidays, but other factors must be considered. taken into account which play a fundamental role.
The first of these is that the models most appreciated by customers are the iPhone 14 Pro and 14 Pro Max, the two variants that stand out the most from the iPhone 13 and by customers who have decided to opt for something more than investing, are seen as more attractive Incidentally, the two most expensive smartphones with prices from 1,339 euros and above are also history.
The second factor to consider is Apple’s ability to ecosystem created by multiple devices, including computers, tablets, smartphones, smartwatches, and accessories. It’s reasonable to expect increased sales of the Apple Watch and accessories like AirPods headphones, which Apple is focusing heavily on and which customers who have decided not to buy a new phone can spend a chunk on. of their budget. The fact that Apple has blocked the production of other smartphones has no impact on the company’s sales – at least for now.
The news is therefore secondary and has little to do with Apple’s counter-order: the first is that customers are ready to spend more by favoring high-end iPhones, the second is that sellers are paying mainly Apple.
Le case of the STM
This is the page Milanfinance to show the impact of Apple’s decisions on third parties. STMicroelectronics, a Franco-Italian company that manufactures semiconductors, has taken a serious hit. The Geneva group, which employs more than 48,000 people, fell as much as 5.11% in yesterday’s trading, only to rebound before the close. STM relies heavily on orders from Apple, to which it supplies components for all products, not just iPhones. When Apple catches a cold, many other companies have a fever, some even strong.
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