The CLSA released a report stating that the iPhone 12’s upstream sourcing was excessively active. Apple has officially launched the first wave of orders. The first to bear the brunt is the foundry manufacturer TSMC.
In addition, Xiaomi and OPPO have recently started to cut orders. It is estimated that they will cut orders by 10%-15% in the fourth quarter and the first quarter of next year.
In this regard, “Science Innovation Board Daily” learned from the supply chain that this news is not accurate. “This news is not true. Apple has not cut orders, and the current supply chain is not abnormal. TSMC, Foxconn, and Samsung are doing business as usual in the supply of Apple’s smartphone components.” Several supply chain sources said.
As for Xiaomi and OPPO, according to the “Science Innovation Board Daily” reporter learned from Xiaomi (M), OPPO (O), supply chain industry professionals, and market buyers, Xiaomi will be around November 22 and OPPO will be around December On the 8th, there was indeed a move, but it was not a cut.
“MOV cuts down other components in the supply chain except for the main chip of the smartphone, because the production cycle of this part of the device is short, and the supply of the main chip of the mobile phone is insufficient, resulting in a surplus of this part. Therefore, Xiaomi and other mobile phone manufacturers have made adjustments. ” a number of supply chain sources said.
Xiaomi and OPPO have set ambitious targets for mobile phone shipments in 2021, but the premise is that the main chip supply can be guaranteed.
