Apple Trims iPhone 18 Pro Component Orders Following Soft Demand
Yahoo Finance ·
Apple Inc has directed several suppliers to reduce component manufacturing for the newly released iPhone 18 Pro and Pro Max variants, according to a Nikkei Asia report published on Friday. The tech conglomerate adopted a more cautious shipping outlook in early September, slashing October component orders by 15% to 20% compared to initial projections. This adjustment follows weaker-than-anticipated consumer interest, largely triggered by higher retail prices stemming from soaring memory chip and electronics costs. Additionally, the reduction may reflect Apple's revised rollout strategy, which saw the premium lineup debut in September, with base and Air versions slated for early 2027. Market analysts note that escalating component expenses, exacerbated by intense artificial intelligence industry demand, continue to challenge the broader consumer electronics sector as supply constraints threaten to persist.
AI 시장 분석
Nikkei Asia reported that Apple has reduced its component order volume for the October iPhone 18 Pro series by 15% to 20%. The main causes are price hikes driven by rising component costs, such as memory chips, and sluggish demand. Investors should note the potential profitability deterioration in smartphones and component supply chains.
하락 영향
- Smartphones — Because Apple's iPhone 18 Pro component orders were reduced by 15% to 20%, raising concerns over sluggish sales and worsening earnings.
- Semiconductors — Because surging prices for components like memory chips and the concentration of AI demand are causing cost pressures and shipment slowdowns across electronic devices.
DYAX 전담 분석
Apple's 15% to 20% reduction in component orders is analyzed to deliver a direct blow to the short-term earnings of key supply chain companies. Rising memory prices and the concentration of AI industry demand are acting as causes, intensifying cost pressures across electronic devices as a whole.
The key monitoring point is whether demand will recover before the launch of the budget model in early 2027. Investors must closely monitor the earnings guidance of related component companies in preparation for valuation burdens and shipment slowdown scenarios.
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