Apple is supposedly making some 80 million next-generation iPhones this 12 months, a brand new report claims. The quantity solely refers back to the new fashions anticipated to launch this September, together with the 6.1-inch LCD iPhone, and the brand new 5.Eight-inch and 6.5-inch OLED iPhone X successors. That’s 20 million fewer than the 100 million iPhones (iPhone X, iPhone Eight, and iPhone Eight Plus) the corporate ordered for the latter half of 2017, and traders are actually panicking.

The information isn’t essentially shocking, contemplating the general slowdown in smartphone gross sales. But it’s not essentially correct both.

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The supply is Nikkei, which beforehand warned about dropped iPhone X orders and weak gross sales. Apple countered these claims with its most up-to-date quarterly earnings report that proved the iPhone X was nonetheless a robust product, despite the fact that gross sales didn’t essentially hit inner targets. In reality, Nikkei points studies like this nearly yearly and so they by no means appear to be mirrored when Apple studies iPhone gross sales every quarter.

“Apple is sort of conservative by way of inserting new orders for upcoming iPhones this 12 months,” an unnamed supply conversant in the availability chain stated. “For the three new fashions particularly, the whole deliberate capability could possibly be as much as 20% fewer than final 12 months’s orders.”

The report says all three new iPhones can have the identical design because the iPhone X, full with TrueDepth cameras for Face ID. Apple has apparently pushed ahead manufacturing of the 2 OLED fashions to stop a repeat of final 12 months’s delayed iPhone X launch.

“The scheduled time-frame for parts for the OLED fashions to enter iPhone assemblers like Foxconn and Pegatron for closing meeting falls in July, whereas the schedule for parts for the LCD mannequin can be in August,” a supply stated. “Two OLED fashions are prone to be prepared roughly one month sooner than the cost-effective LCD mannequin, based on the present plan.”

The LCD mannequin can be on monitor for a September launch despite studies that stated Apple would possibly delay its launch.

“The manufacturing yield for the LCD mannequin’s ‘contact’ operate will not be passable in the mean time, however it’s enhancing,” a Nikkei supply stated. “The cost-effective mannequin is considered because the device for Apple to spice up its whole cargo quantity this 12 months, and all of the suppliers are doing every thing they can to ensure the LCD one hits the cabinets as quickly as doable.”

Samsung is anticipated to be the only supplier of OLED…

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