Shulou(Shulou.com)11/24 Report--

CTOnews.com, June 24, according to ctee, Apple has issued a stock order for iPhone 15, starting the first wave of inventory in July, and the supply chain has begun to prepare for parts production.

▲ source: Apple reported that analysts are optimistic about the overall performance improvement of iPhone 15 and believe that it will be more attractive to consumers than iPhone 13 and iPhone 14 phones. The report quoted Barclays analysts as predicting that the iPhone 15 is expected to usher in a supercycle, with shipments expected to reach a record 89 million this year. CTOnews.com noted that the iPhone 14 shipped only 78 million units in the same period.

▲ source: Apple also reported that Apple has learned the lessons of last year's supply chain disruption. In addition to Hong overseas, two new assembly plants, Heshuo and Lixun, have been added to participate in the preparation of the first batch of iPhone 15. According to reports, Hon Hai won 55% of 60% of iPhone 15 assembly orders, with Lixun surpassing Hutchison in second place, accounting for about 20% 25% of orders and 15% of Pegatron.

▲ source: Apple reported that Lixun shipped about 20 million iPhone units last year and is expected to increase to 50 million units this year. The average analyst forecast shows that Lixun's assembly capacity will reach 42 million.

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