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Apple reportedly cuts iPhone 14 orders by 10%; controversy surrounding top Apple analyst?

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Apple expects strong demand for the upcoming iPhone 14 series. After all, the iPhone 13 Pro line was the world’s best-selling smartphones in the first quarter of this year. But a report from Digitimes (through 9to5Mac) states that even with strong demand forecast for the device’s iteration in 2022, Apple will be forced to cut orders for the iPhone 14 line by 10%.

Overseas Report Says Apple Cut iPhone 14 Orders By 10% Despite Rumors Of Strong Demand

Digitimes, not known for its accuracy, said yesterday: “It is clear that mass production of Apple’s iPhone 14 series has started, but the target shipment of the first wave of 90 million units has been reduced by 10%.” TSMC, the largest independent chip foundry in the world, counts Apple as its top customer. The company takes the chip designs submitted by companies like Apple and builds the final product. Three of TSMC’s top customers, Apple, AMD and NVIDIA, have cut orders for certain chips.

Demand for chips is expected to bounce back as the year progresses as chips made with TSMC’s next-generation 3nm process nodes begin shipping. The lower the process node, the greater the number of transistors that can fit in a chip. This is important because a higher number of transistors makes a SoC more powerful and more energy-efficient. While the process node used by advanced foundries such as TSMC and Samsung is declining every other year, maybe we won’t get to 2nm until 2026.
There is controversy over the Applications Processor (AP) Apple plans to use on the iPhone 14 non-Pro units. Some believe that due to the chip shortage, Apple will continue to power these handsets with the same A15 chipset used to power the iPhone 13 line. Usually, Apple has made some changes to the A15 Bionic and rolled out the A16 Bionic for use with the entire iPhone 14 series.

Again, there is speculation that only the iPhone 14 Pro variants (iPhone 14 Pro, iPhone 14 Pro Max) will have the new A16 Bionic under the hood. This has angered several iPhone users who are wondering why they have to pay the usual amount for a new iPhone powered by an older SoC. This is an argument we’ll likely hear more about after the iPhone 14 series unveiling in September, as there’s been no official release from Apple about its semiconductor plans for the 2022 iPhone models.

Has Ming-Chi Kuo Lost Its Credibility As A Source Of Accurate Apple Leaks?

As long as we include analyst Ming-Chi Kuo in this story, we’d be remiss if we didn’t mention that the TF International analyst has encountered some controversy over a recent tweet he posted stating that Apple “failed” and was unable to to develop an in-home 5G modem chip for the iPhone.

The tweet suggested the company had made a mistake in designing the chip and said Apple would continue to work on it. Hoped to reduce its reliance on Qualcomm, Apple had developed its own internal modem that was expected to appear on the 2023 iPhone 15 series. In his tweet, Kuo wrote that as a result of this failure, Qualcomm would be the exclusive supplier of the 5G modem chips that will be used on the new iPhone models due to be released in the second half of 2023, a sharp increase from the previous year. share of 20%. which Qualcomm expected to pick up for the iPhone 15 line.

Apple clearly wonders if Kuo will continue to be a credible source of Apple leaks. Was he honestly wrong in saying that? Apple failed to build its 5G modem chip? Maybe Apple hasn’t failed technically, but it comes down to the same thing; it failed to circumvent Qualcomm’s patents. And once Kuo starts delivering the accurate Apple leaks he is known for, this incident will surely be forgotten.

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