BlueFin Research Partners has spotted indications that Apple is ramping up production of the iPhone 8 (or iPhone X) earlier than expected, Barron’s reported.
With no sign there will be a change in the release date of the device, the assumption is that Apple expects its next iPhone to sell faster than ever before.
“Builds have been pulled in a few months while aggregate next generation forecasts have increased 10% from last month to 122 million. Additionally, Apple has adjusted iPhone 7, 7 Plus, and SE production downward in preparation for the next generation launch,” said BlueFin.
The report said the supply chain focus remains on the “tremendous anticipation” for an iPhone 8/X super cycle, intertwined with some mid-year transition hurdles.
“Interestingly, our present reads suggest a 300% increase in iPhone 8/X builds in the June quarter, now sitting at 9 million.”
“As a result, overall June quarter builds have increased from 45 million to 48 million, with the sharp increase in iPhone 8 offset somewhat by modest declines in legacy models. In the past, builds of upcoming releases began in earnest early in the September quarter, so this is a departure from Apple’s normal build cadence.”