Reports last week pointed to potential supply chain problems for Apple’s upcoming iPhone 14 series due to the ongoing geopolitical tension between China and Taiwan. TF Securities analyst Ming-Chi Kuo he is confident there is no impact on the production of the iPhone 14 supply chain as shipping schedules are doing well.
Although some investors have recently been concerned that the mass production and shipping 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.
– 郭明 錤 (Ming-Chi Kuo) (@mingchikuo) August 9, 2022
Apple has consistently diversified its supply chain partner list for the iPhone 14 series in an effort to avoid delays before the September launch.
In Apple-related news, Kuo is confident that Apple will launch its AirPods 2 Pro in the second half of this year with the same old lighting connector for the charging case. The future of USB-C is still on its way as all AirPods models from 2023 onwards will be equipped with USB-C connectors for charging.
I predict Apple will launch USB-C compatible charging cases for all AirPods models in 2023. However, the charging case on the new AirPods Pro 2 launched in 2H22 may still support Lightning.
– 郭明 錤 (Ming-Chi Kuo) (@mingchikuo) August 9, 2022
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