Ming-Chi Kuo: iPhone 14 Supply Chain Currently Kink-Free
10 AUGUST 2022 - For Apple to support the 200-something-million iPhone upgraders Wedbush analyst Daniel Ives is expecting, Apple’s gonna need 200-something-million iPhones. Right now, TF International analyst Ming-Chi Kuo says that should not be a problem. Young MC took to Twitter on Tuesday with a quick update on the state of the supply chain. Quoting the post:
Although some investors have recently worried that the mass production and shipment schedule of the iPhone 14 models may be affected by geopolitics, my latest survey indicates that there are currently no impacts on the supply chain of the iPhone 14 models.
He’s probably talking about the “Made in Taiwan” versus “Taiwan, China” issue. We talked earlier this week about China’s insistence that Taiwan is actually part of China, therefore stuff made in Taiwan should be labeled “Taiwan, China” or “Chinese Taipei.” That’s actually been a rule in China for a while, though the country has pretty much let it slide. However, thanks to a recent visit to Taiwan by Speaker of the US House of Representatives Nancy Pelosi, China may stop looking the other way on such labelling. That could lead to fines or even rejection of Taiwanese imports in to China, which could gum up the iPhone 14 works. For now though, Ming-Chi Kuo says the machine seems to be humming along.
