In the current epidemic, the global demand for smartphones will be impacted and it may fall into recession. However, in this context, it is rumored that Apple has informed suppliers to increase the output of iPhone phones by 4%, which also makes suppliers doubt whether Apple can achieve its sales target.
According to a Nikkei report on the 21st, Apple has informed multiple suppliers that it plans to increase iPhone production by 4% from April 2020 to March 2021 to approximately 213 million units, including old and new models The new generation of iPhone SE and the new phones including 5G iPhone to be launched this autumn are estimated to account for half.
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The report pointed out that due to the raging of the new crown pneumonia, the global smartphone demand is likely to shrink, so the confusion of suppliers is spreading about the iPhone's plan to increase production.
Regarding Apple's plan, an executive of a parts company pointed out that this is a very strong estimate, but it is necessary to confirm whether it is real actual demand. The person believes that actual demand may be reduced by 1-2%.
At the same time, the person in charge of procurement related to a panel is also skeptical, saying that Apple may be in order to avoid falling out of stock during autumn or Christmas, so it requires suppliers to produce more products, but it may be adjusted at a later time.
According to reports, Apple will formally place orders for various parts suppliers from May to June, but if the epidemic is delayed, Apple may revise its production forecast.
In addition, the US Goldman Sachs also predicted that due to the closure effect caused by the new coronary pneumonia, iPhone shipments from April to June 2020 are expected to be 36% lower than the same period last year, and from January to June 2020 are expected to decline by 24% However, the decline in iPhone shipments will be reduced to 2% between October and December 2020.
