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Apple Expected to Ship 80M iPhone 12’s in 2020
July 12, 2020
Nomura notes that Apple has prepared the supply chain for 80M iPhone 12 shipments in H2, at the bottom of the 80-85M iPhone 11s requested in last year's period. Nomura calculates that Apple expects to ship 65-70M iPhone 12s in H2, depending on the launch timing. The firm thinks the component ramp could be four to six weeks behind schedule, but Apple could "run the supply chain full tilt" to "shave weeks from the launch delay."
July 12, 2020
Nomura notes that Apple has prepared the supply chain for 80M iPhone 12 shipments in H2, at the bottom of the 80-85M iPhone 11s requested in last year's period. Nomura calculates that Apple expects to ship 65-70M iPhone 12s in H2, depending on the launch timing. The firm thinks the component ramp could be four to six weeks behind schedule, but Apple could "run the supply chain full tilt" to "shave weeks from the launch delay."
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