AppleInsider is supported by its audience and may earn commission as an Amazon Associate and affiliate partner on qualifying purchases. These affiliate partnerships do not influence our editorial content.
A new report claims that Apple is cutting iPhone 13 production targets because some of its ancillary suppliers are having trouble meeting production quotas.
A late Tuesday report says that Apple may cut iPhone production targets by up to 10 million units because of chip shortages. However, the pinch points don’t appear to be from its main CPU supplier TSMC.
Instead, according to the report from Bloomberg , the supply issues are coming from Broadcom and Texas Instruments. The report has no information on the particular chip that is in tight supply from either supplier.
Apple was expected to deliver up to 90 million iPhone 13 devices before the end of 2021. this would have corresponded with about a 20% increase year-over-year.
If the 10 million cut figure is correct, this would still result in a year-over-year improvement.
An analyst chimed in on the continuing supply pinch on October 6 . JP Morgan analyst Samik Chatterjee said that the increasing likelihood of Covid-19 resurgence and recent challenges to production in China driven by power usage restrictions would impact iPhone 13 supply.
Camera module production continues to be the primary bottleneck for the iPhone 13 manufacturing, Chatterjee added. More specifically, issues around the sensor-shift optical image stabilization are seeing problems with supplier ramp. In addition, covid-19 cases and lockdown restrictions also snarled production in Vietnam.
Neither Texas Instruments nor Broadcom have chips in the constrained component.
Regarding the Chinese power regulations, Chatterjee says that the effect has been limited on large components and assembly. However, he does note that smaller component manufacturing could see an impact — and in this case, Texas Instruments and Broadcom count.
- This year Apple iPhones to feature Intel modem chips
- Remember the Apple iPhone 3GS? The Retro Smartphone Is Making a Comeback
- OnePlus 6 vs Apple iPhone X: can David take on Goliath?
- Apple to cut orders for power management chips, sending suppliers' shares tumbling
- Apple iPhones will be fitted with shiny new OLED screens from next year, rumours suggest
- Folha de S.Paulo Brazil Trucker Strike Hits Suppliers of Consumer Staples
- Crumpet production hit by CO2 shortage
- Man pays $930 for Apple 'iPhones,' but gets a surprise when he opens the boxes
- Carling lager WON'T be hit by CO2 shortage fears, says Burton brewer
- Apple’s AirPods are getting new ‘Live Listen’ accessibility feature with iOS 12
- Nikkei report claims orders for Apple’s next-gen iPhone models are way down
- Forget the iPhone X, cheaper iPhones are on the way
- It looks like the iPhone X Plus won’t have a triple-lens camera, despite what you might have heard
- Why Apple’s 2018 iPhone X lineup might shatter existing sales records
- 2018 iPhones might get an improved version of a feature Android has had for years
- Tim Cook Says Trade Wars Won't Make Apple’s iPhones More Expensive
- Apple shipping 20 percent fewer iPhones this year: report
- Apple Services Business Faces Skepticism From Wall Street Analyst
- How Apple's already building its future AR universe, headset or not
- Apple Braces for Fall in 2018 iPhone Demand
Apple iPhone 13 supply getting hit by supplier chip shortages have 505 words, post on appleinsider.com at October 13, 2021. This is cached page on TechNews. If you want remove this page, please contact us.