Skip to main content

Analysis of iPhone supply-chain suggests Apple expecting strong, but not record, sales

An analysis of sales and shipments by a total of 35 iPhone component suppliers suggests that Apple is gearing up for sales levels above that of the iPhone 6s and iPhone 7 – but below that of the iPhone 6.

Longbow Research says that this analysis shows a good historical correlation with subsequent iPhone sales, but there are at least two reasons for caution …

First, Tim Cook has warned more than once that supply-chain orders are a poor proxy for sales of Apple devices. Apple likes to source components from multiple suppliers wherever possible, so knowing the number of widgets ordered from one supplier doesn’t necessarily tell you anything useful about total demand.

Second, with three iPhones rather than two this year, and one of those devices radically different from the others, making sense of component orders is even trickier than usual.

But for what it’s worth, Longbow claims in a note seen by Business Insider that there is an 84% correlation between sales made by the basket of 35 Taiwanese suppliers and sales of the devices they make for Apple. The company provided a chart to illustrate this.

Those orders, it says, exceed those placed for both the iPhone 6s and iPhone 7, but not those for the iPhone 6 – the first larger-screened iPhone that led to a dramatic increase in sales.

A separate note by Harrison and Chowdhury says that the same pattern can be seen in search results, with a strong spike just prior to today’s announcement, but still below that seen for the iPhone 6. However, as we cautioned yesterday, it needs to be remembered that this time around consumers would not have known exactly what to search for. You’d need to total the searches for iPhone 8, X, Edition and Pro to get a true sense of the level of interest.

We’ll of course be bringing you live coverage of today’s event.

Dummy iPhone photo: Forbes


Check out 9to5Mac on YouTube for more Apple news:

https://www.youtube.com/watch?v=UnrobqCYtK8

FTC: We use income earning auto affiliate links. More.

You’re reading 9to5Mac — experts who break news about Apple and its surrounding ecosystem, day after day. Be sure to check out our homepage for all the latest news, and follow 9to5Mac on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our exclusive stories, reviews, how-tos, and subscribe to our YouTube channel

Comments

Author

Avatar for Ben Lovejoy Ben Lovejoy

Ben Lovejoy is a British technology writer and EU Editor for 9to5Mac. He’s known for his op-eds and diary pieces, exploring his experience of Apple products over time, for a more rounded review. He also writes fiction, with two technothriller novels, a couple of SF shorts and a rom-com!


Ben Lovejoy's favorite gear