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In a recent report, Taiwan media outlet DigiTimes Asia revealed that Apple made minimal changes in its partners’ iPhone 15 assembly assignments. According to the firm’s senior analyst, Luke Lin, Foxconn lost some order volumes but remains the biggest manufacturer of Apple’s Pro models for the second half of 2023.
Lin shared details about the change, saying Apple made some cuts in the iPhone 15 Pro volume designation of the multinational electronics contract manufacturing company Foxconn. The report stressed that this will be a huge change compared to last year, wherein the company used to handle all the iPhone Pro series volume production. “A portion” of the iPhone 15 Pro Max orders now reportedly belongs to Chinese electronic components manufacturer Luxshare. It added that the share of the Taiwanese company Pegatron for the iPhone 15 Pro order also increased.
The new distribution translates to Foxconn losing some of the volumes, but Lin said that the company remains the principal manufacturer of the Pro models of the line. Moreover, the analyst shared that it also gave Foxconn some iPhone 15 orders as “compensation” for the change.
The news is part of Lin’s report highlighting the drop in Apple’s iPhone orders for the second half of 2023 compared to its iPhone 14 orders during the same period last year. As Lin pointed out, Apple’s 90 to 100 million unit orders last year for its iPhones now dropped to 80 to 90 million. The report mentioned the weak global smartphone demand and consumer behavior change as significant contributors, pushing the iPhone company to be careful in its volume orders.
Meanwhile, Lin also corroborated an earlier report, saying that the iPhone 15 Pro Max will indeed consume the biggest share of the orders. It will reportedly be followed by the iPhone 15 Pro, the iPhone 15, and the iPhone 15 Plus. Lin also affirmed the price hike in the Pro models. According to the DigiTimes report, “the Pro series is likely to suffer from a major price” due to the hardware upgrades the models are getting.