DigiTimes: Apple aims to ship 300M iPhones in 2022

From MacRumors’ “Apple Reportedly Increasing iPhone Shipments by 30% in First Half of 2022” posted overnight Tuesday:

Apple is reportedly increasing iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million ‌iPhone‌ shipments in 2022, according to a new report from DigiTimes Taiwan.

The report, citing persons familiar with the matter, said that Apple is hoping to challenge its target of shipping 300 million iPhones in 2022. Shipments for the first half of the year for the iPhone 13 lineup will increase by 30%, according to the report, but the entire year’s performance will also be impacted by the launch of the iPhone 14 in the fall.

My take:  DigiTimes has published more than its share of unreliable iPhone shipment predictions, but they tend to hurt Apple, not help it.

6 Comments

  1. Tommo_UK said:
    This is the usual table thumping rubbish from Digitimes, from last year:

    “2020 iPhone 12 shipment estimates slashed by half, says DigiTimes. It says suppliers are bracing for “weak” shipments in 2020.”

    ‘Nuff said.

    3
    December 7, 2021
  2. Michael Goldfeder said:
    Hard to reconcile this article based on their historical track record as “Tommo” stated. However, with 99.688 million shares currently sold short as of November 15, 2021, how ironic that the “Digitimes” might have lit the flame for those shorts to become incentivized to cover, or risk falling into the category of: “Burn baby burn!”

    Let the longs enjoy!

    5
    December 7, 2021
  3. Robert Paul Leitao said:
    Yes. CY2022 will be a big year for iPhones. That’s hardly news. What’s noteworthy is CY2023 will also be a big year for iPhones. The question isn’t one of demand now, next year or the year after. If there’s a question to be answered looking out less than a year from now, it is early production capacity to meet demand for the iPhone 14 series handsets to be released next fall. “Suppliers, start your engines” will be voiced loud and clear beginning late spring and definitely early summer 2022.

    2
    December 7, 2021
    • Bart Yee said:
      @RPL Yours is an excellent point! Even now as Apple pushes to get the iPhone 13’s into the hands of all who want it in the 6 months after release, Apple is already lining up and priming the supply chain for the iPhone 14. If they really intend to produce 300M units for sale, then they must feel they will have solved their chip shortage issues.

      IMO, that means one of three things:
      1) Apple’s chip suppliers have boosted production enough that they can meet Apple’s needs at maybe a higher price? Considering Apple seeds production expansion in key areas, it wouldn’t surprise me if Apple helped prime the pump.

      2) Apple decided to make the chips themselves using licenses from suppliers and found capacity at key foundries.

      3) or most intriguing, Apple has integrated those chip functions under license into Apple Silicon or even better, found ways to eliminate the external chip functions (like dedicating a specific core to control and management functions) and use existing Apple Silicon die space for those functions.

      If we believe calendar 2022 will really hit 300M unit production, that suggests they also have high hopes for the iPhone SE 5G 2022. I suspect it will contain a highly integrated function A14 chip that simplifies external chip count and supply chain dependence. I would not be surprised if Apple held the $399/$499 base price or at worst, raised prices by $50.

      0
      December 7, 2021
      • Robert Paul Leitao said:
        Bart: Considering the magnitude of the order sizes for components and, in particular for chips, Apple must be deliberate in its instructions and timelines with suppliers. If, as expected, the iPhone 14 series handsets are delivered with a conspicuous change to the form of the handsets, demand is not even a rational or logical question. Domestic carriers will be all over themselves to continue with aggressive sales promotions to further 5G adoption and upsell consumers on premium contracts. In the US, 5G adoption and carrier infrastructure installations are no where near the finish line. I believe there’s a massive misread (or near-total lack of understanding) of the related markets and the economics driving iPhone demand. This isn’t just about product line ups and cursory questions about device demand. This is about tectonic shifts in communications technologies with huge economic implications for the related industries. As we both know, 5G connectivity (and its successor) won’t be limited to the iPhone, iPad and Apple Watch. This is about inculcating new paradigms in human communication. Especially now, Apple is a paragon of progress.

        1
        December 8, 2021
  4. Kirk DeBernardi said:
    WAIT, WAIT, WAIT!!

    STOP THE PRESSES!

    Haven’t you heard about the supply chain that was Apple-informed that iPhones were being cut!

    (Just stay the course. Seems to always work.)

    0
    December 7, 2021

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