On Thursday’s earnings conference call, Apple CEO Tim Cook provided comments on the supply and demand of iPhone shipments. Cook said,Demand for iPhone 13 is “strong”, but inventory in supply chain channels is still low.
The number of people upgrading from the old iPhone and converting from the Android platform is increasing. Apple did not provide specific figures, but said that these market segments are experiencing double-digit growth.
Historically,AppleThink likeiPhoneHigh-end intelligence like 13 Procell phoneThe demand is high, and later in the life cycle, this combination will gradually shift to cheaper entry-level models. Similarly, because the iPhone 13 has not been on the market for a full month, Cook cannot provide any details about the current product portfolio.
The supply chain has been struggling to cope with the demand for all high-end technology products, and Apple is beginning to see demand exceed supply. The supply chain inventory is below the target range, and the cost inflation caused by freight makes the problem even more complicated.