We revised down the iPhone production forecast from 61~66M to 52~57M in 1Q23.

February 24, 2023

Key Takeaways:

 

  • The iPhone production shipment forecast for 1Q23 has been revised down to 52-57 million due to weaker-than-expected demand after the Chinese New Year.
  • iPhone 14 high-end models may be the most affected, with 4-8 million units adjusted in the revision.
  • Production numbers in 2Q23 have been revised up, but upward adjustments may be challenging to achieve due to iPhone 14 Pro series potentially entering End-of-Life in June 2023.

 

Full insights delivered in Feb 10th weekly 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.

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