Ming-Chi Kuo: Indian iPhone 14 Production to Lag China by ~6 Weeks

02 SEPTEMBER 2022 - New iPhones expected, have you heard? TF International analyst Ming-Chi Kuo has, and he has thoughts on manufacturing - specifically, iPhone 14 manufacturing in India. It’s going to be a few weeks later than he initially thought. In early August the analyst hit Twitter with a surprise prediction, saying:

My latest survey indicates Foxconn's iPhone production site in India will ship the new 6.1” iPhone 14 almost simultaneously with China for the first time in 2H22 (India being one quarter or more behind in the past).

To his credit, he linked to that Twitter post when posting his new expectation, rather than pretending the old one never happened - points to Young MC. “[Update],” began his Twitter post on Thursday:

…The iPhone 14’s mass production schedule in India this year is still about six weeks behind China, but the gap has improved significantly. Therefore, it is reasonable to expect that India and China will be able to produce the new iPhone 15 at the same time next year.

I now take back the points awarded a moment ago for causing me to mention iPhone 15 before iPhone 14 is even announced.