Reading only one part of the supply chain, and not naming sources, the Taiwanese daily says Apple’s iPhone 12 output could be cut in half.
From “Apple suppliers brace for weak 5G iPhone shipments in 2020” posted early Tuesday:
Apple is expected to launch its 5G iPhone later this year, but its supply chain partners are now much less optimistic about shipments for the new devices that reportedly will support mmWave in 2020. Apple has been relying mostly on Taiwan-based manufacturers for assembling its devices, but Chinese makers are now gaining ground, as the US client looks to diversify its supply chain. ABF susbstrate suppliers stand to lose orders from Huawei because of US sanctions on the Chinese firm, but they will expect tight supply of their products because of demand from other clients.
5G iPhone shipments may be much weaker than expected in 2020, say sources: Shipments of mmWave-enabled 5G iPhones slated for launch later this year are estimated to reach only 15-20 million units in 2020 compared to a previous supply chain estimate of 30-40 million units, intensifying competition among Apple’s suppliers of FC-AiP substrates for the new phones, according to industry sources.
My take: Digitimes drops these bombs every iPhone cycle. Its track record is, shall we say, mixed.