Apple Reportedly Boosts iPhone 11 Component Orders But Cuts Them for iPhone 11 Pro Max

Tuesday October 29, 2019 4:05 AM PDT by Tim Hardwick
Apple has reportedly boosted component orders for the iPhone 11 after better-than-expected demand but reduced those for the iPhone 11 Pro Max after flat sales of the larger device, according to sources from Taiwan's supply chain (via DigiTimes).

Apple has increased ‌iPhone 11‌ components orders by 15%, and cut those for ‌iPhone 11 Pro Max‌ by about 5%, the sources said.
Today's report corroborates a similar report earlier this month that said ‌iPhone 11‌ and iPhone 11 Pro are seeing the strongest demand, with Apple revising orders for the ‌iPhone 11 Pro Max‌ down slightly to balance production with demand.

DigiTimes' sources speculate that brisk ‌iPhone 11‌ sales could influence Apple's 2020 iPhone plans, suggesting the company could choose to keep an LCD-based smartphone in next year's flagship lineup instead of adopting OLED wholesale.

According to reliable Apple analyst Ming-Chi Kuo, Apple intends to complete its transition to an all-OLED ‌iPhone‌ lineup in 2020 with new 5.4-inch, 6.1-inch, and 6.7-inch devices.

Kuo also believes Apple will sell around 10 percent more iPhones in the first quarter of 2020, thanks to strong replacement demand for its ‌iPhone 11‌ series devices and the launch of the "iPhone SE 2" in March.

In addition, sources in today's report indicate that King Yuan Electronics (KYEC) continues to see strong demand for Intel baseband chips that Apple uses for the ‌iPhone 11‌, iPhone 8 and iPhone XR.

At the beginning of October, Apple reportedly asked suppliers to increase production of its new ‌iPhone 11‌ and ‌iPhone 11 Pro‌ lineup by up to 10 percent, adding up to 8 million units to its earlier production plans as it sought to meet better-than-expected demand.

Related Roundups: iPhone 11, iPhone 11 Pro
Buyer's Guide: iPhone 11 (Neutral), iPhone 11 Pro (Neutral)
38 comments

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realeric
12 weeks ago
I expected it. $1,100 for a phone is way too much. I’ve purchased iPhone 3G, 3GS, 4, 4s, 5, 5s, 6, 6s+, 7, 7s+, Xr, on launch day. I have an engineer job, a house paid off, two brand new Mercedes cars paid off, but I still think $1,100+ is too much for a phone.
Rating: 16 Votes
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PickUrPoison
12 weeks ago


Apple might think people are happy to pay $500, $1000, $1500, $2000 for a phone. They would be wrong.

Well a couple hundred million every year do exactly that. So I think you’re wrong.
Rating: 13 Votes
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sulpfiction
12 weeks ago


I expected it. $1,100 for a phone is way too much. I’ve purchased iPhone 3G, 3GS, 4, 4s, 5, 5s, 6, 6s+, 7, 7s+, Xr, on launch day. I have an engineer job, a house paid off, two brand new Mercedes cars paid off, but I still think $1,100+ is too much for a phone.


I think we’re just becoming jaded about what we’re actually holding in our hands. If for some reason u were locked away for the last 12 years and had no clue about smartphones and someone brought u an iPhone 11 and a list of everything it could do, I bet you would say $1100 was a bargain.
Rating: 7 Votes
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miniyou64
12 weeks ago


I think we’re just becoming jaded about what we’re actually holding in our hands. If for some reason u were locked away for the last 12 years and had no clue about smartphones and someone brought u an iPhone 11 and a list of everything it could do, I bet you would say $1100 was a bargain.

But we don’t exist in that world. The price is relative to now. Not “what if you never saw an iPhone before...”
Rating: 7 Votes
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kerr
12 weeks ago
Apple might think people are happy to pay $500, $1000, $1500, $2000 for a phone. They would be wrong.
Rating: 7 Votes
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Agit21
12 weeks ago


Well a couple hundred million every year do exactly that. So I think you’re wrong.

So why dont they report the actual iPhone sales figures?
Rating: 5 Votes
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Mike MA
12 weeks ago
My wife owns an iPhone XR, honestly I see zero to none difference to my iPhone XS as for my daily use case. As for the iPhone 11 with the extended camera options, this will obviously convince even more people.
Rating: 3 Votes
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drew keys
12 weeks ago
Same story every quarter and then earnings paint a different picture ?‍♂️
Rating: 3 Votes
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cocky jeremy
12 weeks ago
Makes sense. The hardcore iPhone people go with the Pro Max, and those people buy at or near launch. The more casual iPhone fans go with the 11/11 Pro and buy throughout the year.
Rating: 3 Votes
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PickUrPoison
12 weeks ago


I expected it. $1,100 for a phone is way too much. I’ve purchased iPhone 3G, 3GS, 4, 4s, 5, 5s, 6, 6s+, 7, 7s+, Xr, on launch day. I have an engineer job, a house paid off, two brand new Mercedes cars paid off, but I still think $1,100+ is too much for a phone.

Not everyone wants a 6.5” iPhone, but for those who want a smaller or less expensive model, they can get the 5.8” for $999, or the 6.1” for $699. Or the iPhone 8 for $449, for that matter. Soon, maybe the $399 4.7”—with the same A13 processor as the $1,100 11 Pro Max—rumored to be coming in a few months.

$399, $699, $999/1,099. Good, better, best (two sizes of “best”, but identical features otherwise). Brilliant.

PS Same as the iPad strategy. $329, $499, $799/999. Good, better, best (again, in two sizes at the “best” tier). Simple, no?

That’s one of the reasons Apple’s stock price is at an all-time high. Thanks Tim Apple!
Rating: 2 Votes
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