Experiences from final week signaled potential provide chain points for Apples upcoming iPhone 14 sequence because of the ongoing geopolitical rigidity between China and Taiwan. TF Securities analyst Ming-Chi Kuo is assured that there are not any impacts on the iPhone 14 provide chain manufacturing as cargo schedules are going properly.
Though some traders have not too long ago anxious that the mass manufacturing and cargo schedule of the iPhone 14 fashions could also be affected by geopolitics, my newest survey signifies that there are at present no impacts on the availability chain of the iPhone 14 fashions.
(Ming-Chi Kuo) (@mingchikuo) August 9, 2022
Apple has persistently diversified its record of provide chain companions for the iPhone 14 sequence in a bid to keep away from any delays main up the September launch.
In Apple-related information, Kuo is assured that Apple will launch its AirPods 2 Professional within the second half of this 12 months with the identical outdated Lighting connector for his or her charging case. The USB-C future remains to be on monitor as all AirPods fashions from 2023 onwards will function USB-C connectors for charging.
I predict Apple will launch USB-C-capable charging instances for all AirPods fashions in 2023. Nonetheless, the charging case of the brand new AirPods Professional 2 launched in 2H22 should assist Lightning.
(Ming-Chi Kuo) (@mingchikuo) August 9, 2022