To take advantage of Huawei’s ban, Apple increases iPhone production for the entire quarter ending in late June, Cowen analysts said in a report released on Thursday.
In a note seen by AppleInsider, production estimates published by Cowen predict a considerable increase in assemblies and shipments of the iPhone about 40 million more, in the quarter ending in June. Cowen had originally estimated that 39 million iPhones would be built this quarter.
Cowen postulates that Apple is responding to the increase in demand for the iPhone in some markets, following the recent decision by the Trump government to ban sales of technology and components from the US. UU To companies like Huawei.
Predictions point to 75 percent of the iPhone’s production (approximately 30 million units for the quarter ending in June) on the iPhone XR, iPhone XS, and iPhone XS Max models. Most of the rest is distributed among the iPhone 7 and iPhone 8 families.
Apple increases the production of the iPhone in China
Analysts assume that there will be continued medium-term risks for Apple. The dangers are due in large part to the impact of potential US tariffs. In sales of the iPhone and other hardware products manufactured in China.
Cowen also predicted that Apple will launch an iPhone with LCD screen, potentially next to the OLED screen versions, in line with other similar predictions. Previous releases launched OLED and LCD screens separately, such as the one-month staggered launch for the iPhone XR in 2018.
Analysts also predict 4GB of DRAM for all iPhone 2019 models, the same amount as in the iPhone XS and iPhone XS Max models, as opposed to the 3GB in the iPhone XR.
Cowen also expects Apple to move part of its 5G modems to Qualcomm by 2020 when Apple is expected to roll out an iPhone line with 5G capacity, which coincides with a similar report released in April.