Apple Supply Chain and Product Overview ｜ November 2022

December 14, 2022

Key Takeaways:

 

iPhone Production Forecast (Y2022)

  • We revised down the total iPhone production forecast to 240~245M in Y2022 for two reasons.
  1. ) Two iPhone 14 high-end models affected by Zhengzhou Foxconn pandemic.
  2. ) Lukewarm demand for two iPhone 14 low-end models.

 

iPhone SE4 Spec Analysis

  • Based on our checks, the overall design of the iPhone SE 4 may resemble most of the spec of iPhone 11, including a notch cutout, 6.1” panel size, and 2 rear camera counts.

 

MacBook Updates on Schedule, Spec, and Shipments

  • We expect that the 14”/16” MacBook Pro models scheduled to be launched in 1H23 may have a notch design but still no Face ID biometric authentication feature. Apple may plan to adopt the Face ID feature on MacBook and iPad Air models in the same year, which may possibly happen in Y2024.
  • We observe that the new 14”/16” MacBook Pro models scheduled to be launched in 1H23 may have already entered production, contributing to a meager amount of sell-in shipments in 4Q22. 
  • We see that Foxconn may assemble the 14”/16” new MacBook Pro models, starting from 4Q22, and may be the main assembler of these two models in Y2023.

 

 

Full insights delivered in Nov'22 Monthly Report.

The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.

Authors

Eddie Han

Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.