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.
Chance Miller / 9to5Mac:
Kuo predicts that, in the next three to five years, Apple may be able to supply the US market, or ~25% of global shipments, from assembly sites outside of China — Apple analyst Ming-Chi Kuo is out today with some new predictions on how Apple can continue to reduce its reliance on China.
Joe Rossignol / MacRumors:
Kuo: mass shipments of Apple’s AR/VR headset may be delayed until H2 2023, from previously estimated Q2 2023, due to “software-related issues” — Mass shipments of Apple’s long-rumored AR/VR headset may be delayed until the second half of 2023 due to unspecified “software-related issues …
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.
Chance Miller / 9to5Mac:
Source: the space between the iPhone 14 Pro display’s pill and hole-shaped cutouts will be bridged by software and show microphone and camera privacy indicators — The big Apple news of the day is that the iPhone 14 Pro will apparently use software to make the two new display cutouts look like one seamless cutout.
Reuters:
Canalys: China’s Q3 smartphone shipments fell 11% YoY to 70M; Vivo, Oppo, and Honor fell 23%, 27%, and 16% respectively, Apple rose 36% on iPhone 14 Pro demand — Smartphone shipments in China fell 11% year-on-year in Q3 2022, with privately-owned Vivo taking the top spot, research firm Canalys reported on Thursday.
Benjamin Mayo / 9to5Mac:
Apple announces a new 11″ and 12.9″ iPad Pro with M2 chip, Wi-Fi 6E, and a new Apple Pencil hover feature, in stores October 26 and starting at $799 and $1,099 — Apple today unveiled the new generation of 11-inch and 12.9-inch iPad Pro, powered by the latest M2 Apple Silicon chips.
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