Apple Cutting Fourth Quarter iPhone Component Orders?
Digitimes shares a report from Taiwan's Commercial Times claiming that Apple has cut orders for iPhone components during the fourth quarter by 10-15%. The report claims that sales of the device have slowed significantly since the pre-order and launch phase and that shortages of a few components have also been impacting overall production. iPad production may also be seeing some cutbacks.
According to a Chinese-language Commercial Times report, Apple is likely to adjust downward its shipments of iPhones and iPads from related suppliers by 10-15% in the fourth quarter.
Related iPhone 4S suppliers including cases and camera lens makers as well as ODM assemblers have received notice from Apple to reduce their shipments for the fourth quarter, but none of them has confirmed the report, the paper said.
Some international IC players have also indicated that their revenues are likely to slide by 10-15% in the fourth quarter due to the shipment adjustments for iPhone 4S.
Sales of the iPhone 4S hit four million units on its opening weekend last month, significantly higher than the iPhone 4's debut of 1.7 million units last year.
Apple has moved quickly to expand iPhone 4S availability internationally, and the company has continued to experience tight supplies of the device at its own retail stores. But if the reports out of Taiwan are to be believed, at least a portion of that crunch may be due to lighter-than-anticipated production in the face of component shortages and a targeted cutback by Apple.
Update: RBC Capital Markets analyst Mike Abramsky notes in a new research report that the suggestion of weaker-than-expected sales does not mesh with evidence of sell-through from carriers and other points-of-sale. He suggests that Apple may simply be pulling back slightly from an initial over-ordering of components, something the company has reportedly engaged in at times in order to gain the most favorable pricing possible.
Popular Stories
Apple hasn't updated the Apple TV 4K since 2022, and 2025 was supposed to be the year that we got a refresh. There were rumors suggesting Apple would release the new Apple TV before the end of 2025, but it looks like that's not going to happen now.
Subscribe to the MacRumors YouTube channel for more videos.
Bloomberg's Mark Gurman said several times across 2024 and 2025 that Apple would...
While the iPhone 18 Pro and iPhone 18 Pro Max are not expected to launch for another nine months, there are already plenty of rumors about the devices.
Below, we have recapped 12 features rumored for the iPhone 18 Pro models.
The same overall design is expected, with 6.3-inch and 6.9-inch display sizes, and a "plateau" housing three rear cameras
Under-screen Face ID
Front camera in...
Apple reportedly tested a version of the first-generation AirPods with bright, iPhone 5c-like colored charging cases.
The images, shared by the Apple leaker and prototype collector known as "Kosutami," claim to show first-generation AirPods prototypes with pink and yellow exterior casings. The interior of the charging case and the earbuds themselves remain white.
They seem close to some...
Earlier this month, Apple released iOS 26.2, following more than a month of beta testing. It is a big update, with many new features and changes for iPhones.
iOS 26.2 adds a Liquid Glass slider for the Lock Screen's clock, offline lyrics in Apple Music, and more. Below, we have highlighted a total of eight new features.
Liquid Glass Slider on Lock Screen
A new slider in the Lock...
Apple is rumored to be introducing a foldable iPhone in September 2026, and since it will bring the biggest form factor change since the iPhone was introduced in 2007, curiosity about the design is high. A 3D designer created an iPhone Fold design based on rumors, and we printed it out to see how it compares to Apple's current iPhones.
Subscribe to the MacRumors YouTube channel for more ...
Merry Christmas and Happy Holidays from MacRumors! News in the Apple world has unsurprisingly been relatively slow over the past week, but Apple's upcoming foldable iPhone managed to make its way back into the news, while we also shared updates on current and future Apple TV news.
iOS 26.3 will be bringing some new features, particularly for users in the EU, so we'll look for additional...
In select U.S. states, residents can add their driver's license or state ID to the Apple Wallet app on the iPhone and Apple Watch, and then use it to display proof of identity or age at select airports and businesses, and in select apps.
The feature is currently available in 13 U.S. states and Puerto Rico, and it is expected to launch in at least seven more in the future.
To set up the...
2026 is almost upon us, and a new year is a good time to try out some new apps. We've rounded up 10 excellent Mac apps that are worth checking out.
Subscribe to the MacRumors YouTube channel for more videos.
Alt-Tab (Free) - Alt-Tab brings a Windows-style alt + tab thumbnail preview option to the Mac. You can see a full window preview of open apps and app windows.
One Thing (Free) -...
