Anyone who has read Macalope’s work for a long time knows that a favorite Apple doomsday scenario of his is the dreaded production cuts on the iPhone.
The traditional appearance of these cuts is around December, when Apple would normally cut production after the surge in sales when new models are introduced. But since this is Apple news we’re talking about, it must be bad. So any production restrictions are because nobody likes iPhones.
That’s just science.
As the Macalope mentioned, these rumors usually come around December, but we live in strange times. Times when Christmas for Apple doomsayers comes in July.
Apple forced to cut iPhone 14 orders by 10% despite anticipating strong demand
While demand for the next-generation iPhone appears to be high, the hectic supply chain continues to disrupt the market. According to DigiTimes, Apple is cutting iPhone 14 orders by 10% despite strong demand for the lineup.
Is it really a ‘discount’ if someone can’t meet the demand? If you go to the hot dog stand and say, “I want a hundred hot dogs!” and Gus, the guy who runs the hot dog stand, says, “Whew, I’m sorry, I just can’t make that many hot dogs, even with muzzles and ears. I can now give you… ninety hot dogs. What do you think?” Do you say “OK! I WILL REDUCE MY ORDER BY 10 PERCENT!”? Gus starts to look at you funny. And he’s had time. He’s seen things.
Hot dogs are one thing, but does Apple think that if people can’t buy an iPhone 14 on day one, they’ll just turn some tables in the Apple Store and go home and never buy an iPhone 14? DigiTimes seems so, but DigiTimes thinks a lot of weird things.
One of these is apparently that Apple is already “cutting” orders for the iPhone 14. Because not everyone agrees that this is a thing.
Kuo questions Digitimes report, says iPhone 14 orders remain the same
…analyst Ming-Chi Kuo says that “Apple’s minor adjustments to iPhone shipping forecasts (single digit rise/fall) are common, including new models before mass production.”
So if Apple changes its orders, it probably won’t be much and it’s perfectly normal.
… “if a supply chain problem causes a significant change in the shipping plan of the new iPhones before mass production, Apple usually postpones orders instead of cutting them.”
Right?! It’s like DigiTimes thinks Apple will just give up and sulk in his room for six months instead of taking orders from people and then just make them wait to get the phones…like every year.
Kuo believes demand for the iPhone 14 in China will be stronger than for the iPhone 13, as certain distributors, retailers and scalpers have already “made the highest prepaid deposit.”[s] ever” for the new devices. It’s highly unlikely that Apple will sob, “Oh, what’s the point?!”, slam the bedroom door and toss up the emo rock, even when faced with supply chain problems.
Plus, that’s the Macalope’s signature move. Everyone knows that.
It’s certainly possible that it will take a little longer to get an iPhone 14, so it’s something to consider if you’re considering upgrading this year. But it doesn’t look like overall sales will be negatively impacted.
At least not before the regular production cuts take place in December. Then… whoo… then we know the iPhone 14 was definitely a flop.