Sketchy Apple rumor, thy name is Digitimes

From William Gallagher's "Apple reportedly increases orders for iPhone 13 Pro" posted Monday on AppleInsider:

A sketchy new report says that Apple has ordered an extra 10 million iPhones for the second quarter of 2022, divided between the iPhone 13 Pro, and iPhone 13 Pro Max models.

Apple has previously been reported to be cutting iPhone 13 orders because of chip shortages, but most of the time demand has been "robust." Now a new report says that because there is higher demand for the iPhone 13 than usual, Apple is stepping up its orders.

According to Digitimes, Apple has increased its production order by around 10 million. Even Digitimes, which is usually stronger on its supply chain information than on extrapolating Apple's plans, describes this report as a rumor, though.

My take: Week-old Easter candy from a prime peddler of Apple FUD.

See also: The Apple 3.0 Digitimes archives

4 Comments

  1. David Emery said:
    More like “week-old Easter eggs”…

    2
    April 25, 2022
  2. Fred Stein said:
    Ignore this. Pay attention to Dan Ives.

    Be happy.

    1
    April 25, 2022
  3. Daniel Epstein said:
    I don’t trade on rumors but I have a hard time remembering any increase in orders for iphone rumors this time of year. Considering the other rumors about Iphone SE sales this might be a nugget about consumer preference in the Iphone ecosystem. Bigger screens more powerful phones selling above company internal expectations. But why not wait until earnings call.
    I think Katy Huberty recently mentioned something about raising her average selling price for Iphones. Also market has not given any credit to Apple for TSMC rise in revenues. The Ukraine invasion fallout and China’s Covid issue seems to dominate the narrative about Apple. A lot of babies being tossed with the Bathwater the last few weeks.

    2
    April 25, 2022
    • Fred Stein said:
      Yes, Daniel, to don’t trade on rumors and yes to Apple being good for TSMC.

      Apple is TSMC best customer in any way one can view it. TSMC’s next best customers are pretty good too – as in best in class.

      0
      April 25, 2022

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