DigiTimes: Apple component suppliers braced for 5G iPhone slowdown

Iphone 12 Design Leak
Iphone 12 Design Leak (Image credit: EverythingApplePro)

What you need to know

  • Apple's component suppliers are said to be bracing for a slowdown in orders.
  • DigiTimes says that Apple has reduced its shipment estimates for its new 5G iPhones.
  • They are still expected to unveil the phones in 2020 however.

A DigiTimes report says that Apple's suppliers are bracing for a slowdown in shipments for the iPhone.

According to the report:

Shipments of voice coil motors (VCMs) used in camera modules for Apple's upcoming 5G iPhones are likely to see a slowdown around the middle or the latter half of the second quarter, according to industry sources.The new 5G iPhones will have a multi-camera design, and orders for VCMs were significant during the first quarter because of Apple's high estimation for shipments of the components, the sources said. However, with Apple reportedly having reduced its shipment estimates in mid-April, VCM orders are expected to be seriously undermined, the sources noted.

As previous rumors have confirmed, Apple is still expected to announce the new iPhone 12 lineup in 2020, perhaps a little later than usual. However, the report claims that "mass shipments for the new devices might not pick up until the first half of 2021", in particular models that support mmWave 5G.

Several component makers seem to have benefited from strong orders in the first quarter of this year, however, orders for Q2 are more conservative and they have "no visibility for orders in the second half."

The report also notes that the new iPhone SE (2020) could "cripple demand for high-end smartphones" including the 5G iPhones due to the coronavirus pandemic, citing "seriously undermined" consumer purchasing in Europe and the U.S.

A recent report claimed that Apple's new iPhone would be released between October and December, and that mmWave support might only feature in the U.S.

Stephen Warwick
News Editor

Stephen Warwick has written about Apple for five years at iMore and previously elsewhere. He covers all of iMore's latest breaking news regarding all of Apple's products and services, both hardware and software. Stephen has interviewed industry experts in a range of fields including finance, litigation, security, and more. He also specializes in curating and reviewing audio hardware and has experience beyond journalism in sound engineering, production, and design. Before becoming a writer Stephen studied Ancient History at University and also worked at Apple for more than two years. Stephen is also a host on the iMore show, a weekly podcast recorded live that discusses the latest in breaking Apple news, as well as featuring fun trivia about all things Apple. Follow him on Twitter @stephenwarwick9