According to recent foreign media reports, "Apple's Asian suppliers' investors" are not enthusiastic about the company's latest iPhone model. However, this doesn't necessarily mean that Apple fans won't purchase the new iPhone 8. Just a day before the iPhone 8 launch event, Gene Munster from Loup Ventures, a venture capital firm, told CNBC that Apple’s stock price could drop by 8% following the conference. In fact, Apple's shares had already surged ahead of the event, as is common on Wall Street — selling off the second day after the product announcement.
This is a typical Wall Street tactic. Munster made his prediction before the stock dipped, aiming to keep Apple enthusiasts calm and prepared for the potential decline. He believes this is just a short-term fluctuation and doesn't reflect the real value of the company. As the saying goes, “Buy when it's good, sell when it's real.†The selling pressure from Asian investors is also part of this pattern.
However, there may be some negative news affecting Apple's image. According to reports, an insider from one of Apple's upstream component suppliers in Taiwan claimed that Apple has halted the shipment of certain parts for the production of the iPhone X. The insider stated that the current number of components being shipped only accounts for 40% of the originally planned volume for the iPhone X.
Despite the reduced shipments, due to lower production efficiency on the factory lines, some suppliers still need to ramp up output to meet the 40% target. This strategy isn’t new — Apple used a similar approach with the iPhone 7 in 2016, where initial shipments were only 60% of the original supplier orders, with the remaining 40% coming in a few months later.
The report also suggests that Apple will closely monitor the pre-orders and sales performance of the iPhone X, as well as the iPhone 8 and 8 Plus, before deciding whether to proceed with full-scale production of the iPhone X.
While the authenticity of these rumors remains uncertain, they seem more like deliberate attempts to create fear, uncertainty, and doubt (FUD) in the market, which could dampen consumer excitement for the iPhone X. This kind of speculation plays into the hands of Apple’s competitors in China.
In addition, Apple has recently faced increased scrutiny from the media. Last week, before the official release of the Apple HomePod, the blog Patently Apple published an article titled “The Opponents Are Already Saying That Apple’s HomePod Is Doomed to Fail.†This kind of negative coverage adds to the pressure on Apple as it continues to innovate and compete in a highly competitive tech landscape.
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