According to Taiwan media reports, it was previously reported that Apple is considering reducing iPhone 14 shipments by 10% from the original 90 million units. However, Taiwanese supply chain manufacturers said that they have not received Apple's order cut notice, and the first batch of 90 million iPhone 14 shipments will remain unchanged. According to Apple's practice, it is necessary to wait until the new products are launched, observe the actual sales in the terminal market, and then come back. Do a second or third wave of adjustments. Therefore, it is too early to say that the stocking volume will be reduced by 10%. The supply chain is currently at normal levels of stocking and production.

Last week, news broke that Apple had cut iPhone 14 orders for chip foundry giant TSMC by 10%. However, Ming-Chi Kuo, a well-known Apple analyst and Tianfeng International Securities analyst, said that this is not in line with Apple's practice.

Ming-Chi Kuo said that Apple's rumors of TSMC's decision to cut orders are inconsistent with his investigation. Currently, he continues to maintain his iPhone 14 shipment forecast for the second half of this year. He pointed out that parts suppliers and foundries are expected to ship about 100 million and 90 million iPhone 14 units, respectively.