Love to play computer games On December 21, it was reported that the investment research institution Seeking Alpha said that Rosenblatt analyst Zhang Jun had recently sent a report to customers, predicting that Apple might cut its iPhone production by 4 million units by the second fiscal quarter of March next year. This seems to be the third iPhone production reduction since September this year. The media said that the analyst's prediction was based on the weak sales of iPhones in China and should have nothing to do with the Chinese court's ban on iPhones.

At the beginning of last month, the foreign media Phone Arena reported that Apple began to reduce production of new iPhones because the sales of new iPhones were not as expected. This has a great impact on some suppliers, which means that half of their business is gone. Among them, the share price of LG Innotek also fell to the lowest point in one year up to that time. Some insiders said that these suppliers could cooperate more with Chinese mobile phone manufacturers to reduce the impact from Apple.

At the end of last month, DigiTimes reported that Apple launched the second wave of production reduction of the new iPhone, which led to the dismissal of 110 dispatched workers from Jialianyi Technology, a flexible PCB supplier. Among Apple's many suppliers, one is TSMC, which is less affected by this, because in addition to Apple, there are other major customers who need TSMC to manufacture chips with 7nm process.

Analysts believe that from January to March next year, the production of iPhone XR will decrease by 2.5 million units, iPhone XS will decrease by 1 million units, and the production of iPhone XS Max will decrease by 500000 units.

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