Around the AirPods, MacBook and Apple Watch
Indeed, according to a new report by Nikkei Asia, Cupertino would have lowered orders for parts for its AirPods, MacBooks and Apple Watch, for the first quarter of this year 2023.
A priori, au vu gloomy outlook for consumer electronics, Apple has notified several suppliers to manufacture fewer components for AirPods, Apple Watch and MacBooks for the first quarter, citing weakening demand, according to chain checks sourcing from multiple vendors
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In practice, some might wonder regarding the reasons for this decision, but several suppliers cite the same cause, namely a significant drop in demandjudged as very chaotic
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rather gloomy end-of-year holidays for the iPhone
Apparently, the iPhone 14 would not be the king of the tree. But this situation finds a different explanation, the demand being strong but the supply limited. Indeed, the resurgence of Covid-19 cases at the heart of the Foxconn factory in Shengzhou, which produces 80% of the iPhones in the world, had got the better of the latter.
To try to work around the problem, Cupertino reportedly signs with Luxshare to assemble iPhone 15 Pro Max alongside Foxconn next year, relocating some production to Vietnam. This is in fact what was implied TrendForcelast month, even if the analysis firm does not specify the distribution of orders between the two suppliers. It is above all a question of not risking a new shortage of iPhone for Christmas 2023!
A quarter rather at half mast?
Investors are now awaiting the announcement of the firm’s financial results, which should take place at the end of January. Last year, during its first fiscal quarter of 2022 (running from October 1 to December 31), Apple posted revenue of $123.945 billion (+11.22% over one year) and a profit of 34.630 billion dollars.
Last year, with 71.628 billion dollars (+9.19%), the iPhone weighed more than half of the firm’s revenue (57.79%). For their part, the Macs had confirmed their rise started with the Mac M1 with 10.852 billion in revenue. But this year there will be no successors to the 14- and 16-inch MacBook Pros (the M2 version is due out in early 2023) and once more the numbers might disappoint.
If in January 2022, the iPad was down sharply by 14.07%, with 7.248 billion dollars, sales might benefit from the release of the iPad 10 and the iPad Pro M2. Finally, Services should maintain their strong growth (+23.82% with 19.516 billion in January 2022), as should Wearables (Apple Watch, AirPods / Pro / Max, HomePod mini).
The answer, at the end of the month!
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