Supply chain report again notes dramatic increase in Apple iPhone 7 orders

Posted:
in iPhone
Yet more supply chain reports are escaping China, with the most recent ones from touchscreen suppliers suggesting that Apple continues to increase component orders for the iPhone 7 family of devices far in excess of original quantities.









According to DigiTimes, touch panel makers TPK Holding and General Interface Solutions have seen increased orders for panels from Apple. The supply chain monitor estimates that Apple will have made orders for between 80 million and 84 million phones before the end of 2016.



General Interface Solutions is a Foxconn subsidiary. It has already announced that it is expecting significant revenue growth in the fourth calendar quarter of 2016, primarily on the strength of the iPhone 7 orders.



TPK holding has made no such announcement, but also says that all of the orders for the fourth quarter have not yet been made, including from Apple, and other major clients.

The latest data reiterates previous reports



Earlier in September, T-Mobile's CEO and an assortment of South Korean analysts claimed record sales of the Apple iPhone 7 family, with the South Korean analysts expecting 100 million sales of the new iPhone models before the end of the 2016 calendar year.



Piper Jaffray analyst Gene Munster noted on Monday that negative reports about Apple sales after the first week were impacted by "essentially zero" iPhone 7 Plus models available for weekend sale, with no similar constraints for the launch of the iPhone 6S.



Every recent analyst and supply chain report contradicts a report authored by Ming-Chi Kuo claiming that sales of the iPhone 7 by the end of 2016 would fall between 70 million and 75 million.



Apple is not releasing September sales figures of the iPhone 7 in the quarterly earnings report, scheduled for Oct. 27.



While DigiTimes has a poor track record in detailing Apple's specific product plans, it is a reliable source of statistics from the supply chain.

Comments

  • Reply 1 of 8
    mac_128mac_128 Posts: 3,449member
    Is the touch screen for the iPhone 7 the same as the the 6s?
  • Reply 2 of 8
    Should be expected for an awesome phone panned by the analysts
    calinolamacguylolliverwatto_cobra
  • Reply 3 of 8
    lkrupplkrupp Posts: 7,162member
    I’m loving this. Nobody knows what the hell is going on. One analysts says iPhone 7 sales won’t match the iPhone 6S release. Another analysts says the iPhone 7 is vastly exceeding expectations. Suppliers are chiming in. Bloomberg says the Note 7 debacle is helping Apple. Meanwhile Apple is sitting back saying nothing about sales and letting the rumor mill run wild.

    To me this just reinforces the stupidity of relying on rumor and conjecture to make investment decisions. Just like the general market for every negative report there’s a positive one. Accept which ever one satisfies your personal bias. Then when the actual numbers come out you can either pound your chest or slink back into the shadows. When it comes to Apple ,however, there’s a lot of slinking back into the shadows by analysts.
    80s_Apple_Guyalbegarcnolamacguydrewys808lolliverwatto_cobrajony0
  • Reply 4 of 8
    DigiTimes. Ignore.
  • Reply 5 of 8
    fallenjtfallenjt Posts: 3,979member
    lkrupp said:
    I’m loving this. Nobody knows what the hell is going on. One analysts says iPhone 7 sales won’t match the iPhone 6S release. Another analysts says the iPhone 7 is vastly exceeding expectations. Suppliers are chiming in. Bloomberg says the Note 7 debacle is helping Apple. Meanwhile Apple is sitting back saying nothing about sales and letting the rumor mill run wild.

    To me this just reinforces the stupidity of relying on rumor and conjecture to make investment decisions. Just like the general market for every negative report there’s a positive one. Accept which ever one satisfies your personal bias. Then when the actual numbers come out you can either pound your chest or slink back into the shadows. When it comes to Apple ,however, there’s a lot of slinking back into the shadows by analysts.
    I love to see these Anal yst guessing but clueless about Apple sales. That's why stock price has been flat since release of the phone. They really can't manipulate based on 1 supply chain...the supply chains are very complex as Cook said before.
    lolliver
  • Reply 6 of 8
    The media has to have something to report.
    If there is nothing important to report they seem to
    1) Dream up a story about Apple that is usually derogatory
    2) Tell the world that some source in China told them.

    Then finally, they say

    Apple is doomed

    That is guartanteed to get the page clips up another 20%

    r00fus1watto_cobra
  • Reply 7 of 8
    lkrupp said:
    ....
    To me this just reinforces the stupidity of relying on rumor and conjecture to make investment decisions. Just like the general market for every negative report there’s a positive one. Accept which ever one satisfies your personal bias. Then when the actual numbers come out you can either pound your chest or slink back into the shadows. When it comes to Apple ,however, there’s a lot of slinking back into the shadows by analysts.
    Most of us agree with that...especially when it comes to analysts or arrogant bastards.

    But for some of us, casual traders, it's part of the adventure.  And so deciphering the good info from bad is part of the fun.
    In that light, I "love" some of the misinformation that's proliferated.
    Where's the fun when everyone has only but accurate information?

    ;-)
    likethesky
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