Sources: Apple tells suppliers to pull back from efforts to increase supply of iPhone 14 models by ~6M units in H2 2022, aiming for 90M units, on par with 2021 (Bloomberg)

Juli Clover / MacRumors:
Kuo: Apple plans to cancel or postpone iPhone SE 4 mass production, set for 2024, due to lower than expected shipments of its middle- and lower-tier iPhones  —  Apple will cancel or postpone mass production for the planned 2024 iPhone SE 4, Apple analyst Ming-Chi Kuo said today in a series of tweets.

Wall Street Journal:
A look at Apple’s efforts to reduce dependence on Foxconn; sources: Apple wants other suppliers in China, Vietnam, and India to actively plan product assembly  —  Burned by Covid lockdowns and worker protests at Foxconn plants, the iPhone maker is looking to diversify the supply chain that has powered its growth

Takashi Mochizuki / Bloomberg:
Sources: Sony plans to make 2M PlayStation VR2 units by March 2023, an ambitious target, and has not yet faced supply chain constraints  —  Sony Group Corp. plans to make 2 million units of the PlayStation VR2 headset by March next year, people familiar with the matter said …

Joe Rossignol / MacRumors:
Apple says it expects iPhone 14 Pro and 14 Pro Max shipments to be lower than anticipated due to COVID-19 restrictions at a Foxconn factory in Zhengzhou, China  —  Apple today said it expects iPhone 14 Pro and iPhone 14 Pro Max shipments to be lower than the company previously anticipated due …

Chance Miller / 9to5Mac:
Kuo estimates iPhone 14 Pro and iPhone 14 Pro Max shipments in Q4 to be 70M-75M, vs. the 80M-85M consensus, and thinks demand may “disappear” due to a recession  —  The supply and production issues plaguing the iPhone 14 Pro and iPhone 14 Pro Max are no secret at this point.

Bloomberg:
Bloomberg Intelligence: Apple moving just 10% of its production capacity out of China, where ~98% of iPhones are made, would take around eight years  —  Supply Lines is a daily newsletter that tracks Covid-19’s impact on trade.  Sign up here, and  —  American companies have had a growing list …