Earlier today we learned that Apple’s booming iPhone 12 sales translated to being 30% over last year’s iPhone 11 model at this time and the iPhone 12 was late to market. In a new report out of Taiwan today claims that an authoritative industry source has pointed out that the demand for the iPhone 12 series continues to exceed expectations. The iPhone 12 Pro continues to be in short supply, mainly due to the shortage of some key Integrated Circuits (ICs). The tight foundry capacity of advanced process wafers and the shortage of packaging and testing will continue until the second quarter of next year.
Observing the shipment status of the new iPhone 12 series, the source pointed out that the demand for the iPhone 12 series continues to exceed expectations, but the supply cannot keep up, especially the supply of the iPhone 12 Pro continues to be in short supply, and the supply gap is larger than that of the iPhone 12 and iPhone 12 Pro Max .
The industry source confirmed that the supply problem of the iPhone 12 is mainly due to the continued shortage of some key ICs, which will have a certain impact on the overall Apple supply chain manufacturers’ shipment expectations this year.
From the perspective of semiconductor chip and packaging and testing supply chains, industry sources have pointed out that Apple continues to pull goods and replenish goods. The demand for advanced process chips is booming. The foundry capacity is quite tight. The subsequent packaging and testing capacity is also facing a barrier, and the capacity is in short supply. growing.
The sources estimate that downstream customers’ repeated overbooking actions and queues for wafer orders will continue at least until the second quarter of next year. The semiconductor and packaging and testing industries are expected to be off-season in the first half of next year.
Tianfeng International Securities analyst Ming-Chi Kuo recently pointed out that demand for iPhone 12Pro and Pro Max was better than expected, offsetting the lower than expected demand for 12 and 12 mini, and overall iPhone shipments were better than expected. He is looking at the momentum of shipment of the iPhone 12 series in the first half of next year and the demand for new iPhone replacements in the second half of next year.