Apple orders least 90 million ‘iPhone 14’ units from assemblers

Apple has ordered assemblers to build at least as many of its iPhone 14 models this year as last year, targeting an affluent customer base and dwindling competition as a global electronics recession haunts rivals.

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Debby Wu for Bloomberg News:

The tech giant is telling its assemblers to make 90 million of its newest devices, on par with last year, despite worsening projections for the smartphone market, according to experts on the subject. The Cupertino, California-based company still plans to assemble about 220 million iPhones in total by 2022, still at the same level as last year, according to one of the people.

Apple’s projections, a closely guarded secret, suggest it is confident it can withstand a slump in spending on smartphones and other devices. According to IDC’s forecasts, the global phone market, which slipped 9% in the June quarter, is expected to shrink by 3.5% in 2022.

At a time when Android devices are suffering, the strongest demand for Apple’s new range comes from a customer base still willing to spend on premium gadgets, people have said.

MacDailyNews takes: Apple’s iPhone production orders can and will change over time as the company collects data on the mix, which has been favorable – leaning towards more expensive, full-featured iPhones – for several years.

Real iPhones vs. Poor iPhones. As always. – MacDailyNews, April 22, 2022

Bottom line: those who are satisfied with Android devices are not the same as iOS users. The fact is that iOS users are worth much more than Android settlers to developers, advertisers, third party accessory manufacturers (speakers, cases, chargers, cables, etc.), vehicle manufacturers, musicians, TV show producers, producers of movies, book authors, couriers, retailers, podcasters … The list goes on and on.

Customer quality matters. Much.

Easy “analyzes” that look only at market share (units), equating an Android colonizer to an iOS user, make a fatal mistake by mistakenly equating the users of each platform one to one.

When it comes to mobile operating systems, all users are simply not the same. – SteveJack, MacDailyNews, November 15, 2014

Android is sent to users who are, in general:

a) confused as to why they should choose an iPhone over a lower knockoff and therefore may be less inclined to understand / explore the capabilities of their devices or rely on their devices with credit card information for shopping; and / or
b) Get enticed with “Buy one get one free”, “Buy one, get two or more free” or similar offers ($ 100 Gift Cards with purchase).

Neither customer type is the cream of the crop when it comes to successful engagement or coveted demographics; closer to the bottom of the barrel than to the top, in fact. Android can be widespread and still demographically inferior precisely because of the way in which and to whom Android devices are marketed. BOGO’s never-ending promotions attract a seemingly endless stream of cheap freetards, just like the senseless TV commercials about robots or exploding holes in concrete walls attract fleshheads and dulls – not exactly the best demographics unless you. is peddling muscle building powders or fat monkey suits.

Google made a crucial mistake: it gave away Android to the “partners” who pushed and continue to bring the product into the hands of the exact opposite type of user that Google needs to make Android thrive. So, Android is a stagnation of second-rate app versions, or worse, that are only downloaded when free or ad-supported, but the Android user is notoriously cheap, so ads don’t sell much because they don’t work great. . You would have guessed that Google would have understood this, but you would have guessed wrong.

Google created a platform that relies heavily on advertising support, but sold it to precisely the type of customer who is least likely to sponsor ads.

IOS users are the ones who buy apps, so developers focus on iOS users. IOS users buy products, so accessory manufacturers focus on iOS users. IOS users have money and a proven willingness to spend it, so vehicle manufacturers focus on iOS users. Etc. Android may have the Hi Haw demographic. Apple doesn’t want it or doesn’t need it; it’s much more of a problem than it’s worth it. – MacDailyNews, November 26, 2012

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