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Wall Street firms have cut iPhone shipments by up to 10 million units in the fourth quarter.

2025-04-11 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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CTOnews.com December 8 news, coinciding with the most demanding Christmas shopping season in the United States, Apple's iPhone shipments have been affected by Foxconn's supply interruption and other factors, resulting in overseas users unable to get a new iPhone before Christmas.

Pixabay Wall Street institutions have also lowered iPhone shipments in the fourth quarter of this year, CTOnews.com now summarizes their analysis expectations as follows:

Wedbush Securities:

Supply shortages led to a 5-10% drop in Apple iPhone sales during the quarter. Disruptions cost Apple about $1 billion a week.

Wedbush Securities Inc. is a private investment firm based in Los Angeles. As of February 2022, the company had $4.1 billion under management and 7460 customers.

Susquehanna:

Supply disruptions reduced shipments by at least 10 million units this quarter, with an estimated 70 million units shipped this quarter.

Haina International Group, commonly abbreviated as SIG, is an American multinational private financial technology company with a business scope covering securities investment, trading, financial services, etc. SIG is comprised of a number of subsidiary entities that specialize in equities, fixed income, energy, commodities, equity indices and financial derivatives, private equity and venture capital, research, client trading and institutional sales trading, and proprietary investing. SIG is perhaps best known for its expertise in pricing and trading derivatives.

TF International Securities

The disruption will result in a 20% reduction in iPhone shipments, estimated at between 70 and 75 million units.

Introduction: Tianfeng International Securities Group Co., Ltd., established in 2016, is an enterprise mainly engaged in organizations that cannot be classified.

CFRA Research:

The disruption will reduce iPhone shipments by 5-10%, with initial estimates of 82 million units.

CFRA is one of the world's largest independent research companies designed to help subscribers around the world make informed investment and business decisions. The firm's unique differentiation approach seeks to deliver high-quality research, enhance portfolio performance and mitigate risk.

KGI Securities:

The iPhone production loss is about 10 million units, or about 12% less iPhone shipments than a year ago.

Description: The company is a subsidiary of China Development Financial Holdings Corporation. KGI has its own investment letter, KGI futures, KGI investment Gu, KGI Securities Group, Thailand KGI Securities and other subsidiaries.

Evercore ISI:

This outage will reduce 5 - 8 million units

Description: Evercore Inc., Evercore Partners is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend and Austin Beutner. Since its inception, the firm has advised on more than $4.7 trillion in mergers, acquisitions and restructuring transactions.

Piper Sandler:

Lowering its fourth-quarter iPhone shipment forecast to 74 million units, the disruption could cost 9 million units. Revenue impact for the quarter was $8 billion.

Piper Sandler Companies is an independent U.S. investment banking and financial services firm focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research. The company, through its principal subsidiary Piper Sandler&Co., targets corporations, institutional investors and public entities.

Morgan Stanley

It lowered its fourth-quarter iPhone shipment forecast to 75.5 million units and lowered it again by 3 million units.

Introduction:

Morgan Stanley, also known as "Morgan Stanley" in the industry, is an international financial services company founded in New York, USA, providing financial services including securities, asset management, corporate merger and restructuring and credit cards. Morgan Stanley currently has representative offices in more than 1300 cities in 42 countries worldwide, employs more than 60,000 people, and its customers include companies, governments, institutions and individuals. Morgan Stanley changed its registration status to "bank holding company" in September 2008.

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