WS #15629
Apple has reduced component orders for the iPhone 18 Pro and Pro Max by 15-20% just weeks after launch, citing weaker-than-expected consumer demand driven by high prices. This supply chain signal suggests a potential slowdown in Apple’s revenue growth and puts pressure on its supplier base, including TSMC and other semiconductor manufacturers. The move contradicts the broader tech rally, highlighting specific demand risks in the high-end smartphone market.
Apple Demand Deterioration
Apple has reduced component orders for the iPhone 18 Pro and Pro Max by 15-20% just weeks after launch, citing weaker-than-expected consumer demand driven by high prices. This supply chain signal suggests a potential slowdown in Apple’s revenue growth and puts pressure on its supplier base, including TSMC and other semiconductor manufacturers. The move contradicts the broader tech rally, highlighting specific demand risks in the high-end smartphone market.