Apple Cuts October iPhone 18 Pro Component Orders Amid Sowing Demand Concerns, Stock Dips
Yahoo Finance ·
Apple has reportedly reduced component orders for its iPhone 18 Pro and Pro Max models by 15% to 20% for October, according to Nikkei Asia. The move follows reports that persistent memory chip shortages have forced higher retail prices, weighing heavily on consumer adoption. Apple shares fell 1.6% in premarket trading on Friday following the news. The iPhone 18 Pro and Pro Max launched on September 18 with starting price tags of $1,199 and $1,299, respectively, marking a $100 increase from prior generations. Retail trader sentiment turned bearish on Stocktwits as concerns mounted over slowing flagship momentum. In separate executive shifts, Apple named company insider Steve Smith as its new head of mergers and acquisitions, while transferring veteran Adrian Perica to oversee the services division.
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Apple has reportedly cut component orders for its new iPhone 18 Pro series by 15% to 20% for October in the wake of memory chip shortages and price hikes. Consequently, concerns over slowing demand for premium smartphones pushed Apple shares down 1.6% in pre-market trading. Investors are focusing on the lack of innovation momentum and potential sluggish sales driven by high-pricing policies.
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- Smartphones — Component orders for the iPhone 18 Pro in October were reduced by 15% to 20%, and slowing demand driven by memory chip shortages and price hikes is negatively impacting the broader mobile ecosystem.
- Semiconductors — Memory chip shortages are causing finished product price increases and demand contraction, acting as downward pressure on overall semiconductor component demand.
DYAX 전담 분석
Rising costs driven by memory chip shortages and higher launch prices ($1,199/$1,299) have led to slowing consumer demand, resulting in a 15% to 20% reduction in Apple's October component orders. This poses a short-term burden on earnings growth and stirs concerns over deteriorating performance for related component suppliers.
Future demand recovery and memory chip price trends serve as key monitoring indicators, and if sluggish sales persist, downward pressure on stock prices across Apple and its component value chain could expand.
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