iPhone production is clouded, with 14 series shipments dropping to 12 million units.
Published2022.12.29 09:00
▲iPhone Pro and Pro Max (Image - Apple)
Production relocated to factories in India and Vietnam, resulting in a 22% year-on-year decrease.
Apple launched the new iPhone 14 this year, but production was disrupted by the closure of the Foxconn factory in Zhangzhou due to China's strict COVID-19 lockdown. As a result, iPhone 14 series shipments were reportedly revised down significantly from initial estimates.
According to market research firm TrendForce, the total shipments of all iPhone 14 models are expected to be revised downward to 78.1 million units. This falls short of the original shipment target of 90 million units, and with Foxconn's factory operating rate currently below 70%, there are concerns that this will have a significant impact on shipments in 2023.
TrendForce noted that its forecast for iPhone shipments, including existing models, for the first quarter of 2023 has been revised downward to 47 million units, a 22% decrease year-on-year.
Apple is reportedly pushing to strengthen its supply chain at its production plants in India and Vietnam, as the only Foxconn factory producing the highly sought-after iPhone Pro models among the iPhone 14 series is under significant pressure to normalize its production line.
Apple aims to more than double production capacity at its India plant by 2023, with its Vietnam plant expected to be fully operational by mid-year. Furthermore, the US-China trade dispute has forced Apple to source products manufactured outside of China for the North American market.
TrendForce estimates that at least 30-35% of production capacity will need to be located in Vietnam and India to meet demand in the North American market. Apple is reportedly already seeking contract manufacturing (EMS) suppliers other than Foxconn to manufacture the iPhone 14 Pro models.
Luxshare was also selected as one of the suppliers for production of the next-generation iPhone 15 Pro Max. Luxshare has an iPhone production plant in China and a factory in Vietnam that produces Apple product accessories.
In addition to production disruptions caused by COVID-19 and the supply chain crisis, TrendForce also predicted that there are signs of a worsening labor shortage in the Chinese supply chain. It predicted that Apple will once again face labor shortages due to the Chinese government's COVID-19 response policies and the impending Lunar New Year holiday, which will limit device production.
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