“Apple has increased its part and component orders for iPhone 7 devices, with order visibility for the fourth quarter of 2016 to be 20-30% higher than expected, according to sources from Taiwan-based touch panel makers,” Siu Han and Steve Shen report for DigiTimes.
“Touch panel makers TPK Holding and General Interface Solution (GIS) shared the touch panel orders for iPhone 7 devices previously,” Han and Shen report, “but Apple appeared to have pulled in more orders from GIS recently, the sources noted.”
Han and Shen report, “Shipments of the iPhone 7 devices from ODMs are expected to reach 80-84 million units in the second half of 2016, compared to 85-90 million iPhone 6s shipped in the latter half of 2015, estimated the sources.”
Read more in the full article here.
MacDailyNews Take: Big surprise.
Calendar fourth quarter will set an all-new quarterly iPhone unit sales record. — MacDailyNews, August 8, 2016
And iPhone sales will return to YOY unit sales growth in Apple’s fiscal 2017. — MacDailyNews, August 15, 2016
[Thanks to MacDailyNews Readers “Fred Mertz” and “Dan K.” for the heads up.]
All those Samsung 7 switchers…
According to Mixpanel’s data, iPhone 7/7 Plus activations in the first 12 days of sales is 0.67% higher than iPhone 6s/6s Plus, 4.66% to 3.99%. If there were 450 million active iPhones at the beginning of the 6s sales cycle and 550 million active iPhones at the beginning of the 7 sales cycle then the number of iPhones 7/7 Plus in-use 12 days into sales cycle is 42.7% higher than the 6s, 17,955,000 to 25,630,000.
That 85-90 million iPhone 6s spike is going to keep hurting Apple’s share price in the future. Why is it that a single spike becomes a new sales norm for Apple’s value? It just seems as though using a one-time spike isn’t quite fair. It just seems rather fishy to me to help continue pushing the “peak iPhone” meme.