The iPhone 13 sales slow down and the chip crisis is not the only cause of the contraction in demand. This is what emerges from the new report by Bloomberg based on information from Apple’s supply chain. After the production cut of the latest generation iPhones scheduled for the last quarter of the year – from 90 to 80 million units – due to the shortage of components, and the recent positive signs with reduced waiting times for order fulfillment of end users and the resulting optimism for holiday sales, comes another bad news. Now Apple is informing its suppliers that the production of the 10 million pieces postponed to 2022 will not be done, because they risk remaining unsold.
It’s a decline that can only be partially traced back to the chip crisis. In this phase the production has improved, but evidently i long waiting times and the difficulty in finding the product they have led a part of users to decide to postpone the purchase.
But there are two other factors that have a significant impact: on the one hand theincrease in inflation and the related loss of purchasing power, on the other hand Omicron variant that causes concern. These dynamics could negatively affect one of the most favorable times of the year for the sales of technological products (and not) and in the case of iPhones lead some users to wait for the next generation of iPhones.
This does not mean that the Cupertino house does not have what it takes to achieve another record result in the last quarter of 2021, but it cannot be excluded that the iPhones will take on a little less weight in the overall budget. According to analysts’ estimates, a noteworthy result will be obtained in the last three months of the year: we are talking about revenues of 117.9 billion dollars, or a 6% increase on an annual basis. But it will be a more unified goal, the sum of the results obtained by the various product categories (in addition to iPhones, also Macs, iPads, Apple Watches) without neglecting services, and less focused on iPhones.



