A new research firm report is suggesting that Apple is ramping up iPhone 8 production earlier than normal. The note – from John Donovan and Steve Mullane of BlueFin Research Partners – was first reported on by Barron’s.
Preparing for a big launch?
Here’s more from the research firm’s note:
The most intriguing data points that we have uncovered suggests that AAPL is ramping the next generation iPhones earlier than historical norms, although we have no indication that there has been any change in release plans for the iPhone 8/X. Builds have been pulled in a few months while aggregate next generation forecasts have increased 10% from last month to 122M. Additionally, AAPL has adjusted iPhone 7, 7 Plus, and SE production downward in preparation for the next generation launch.
The authors believe that the new iPhone could land in Apple’s supply chain in June. Even so, there’s nothing indicating that the usual mid-September release date is changing.
If correct, that could mean that Apple is predicting huge demand for the new iPhones. At least one handset is expected sport a radically new designed with a curved 5.8-inch OLED screen with a bezel-free design.