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Supply-chain inspections give the September iPhone 13 launch more confidence

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According to an expert, supply-chain inspections on the amount of devices already produced in readiness lend additional credence to reports of a September iPhone 13 debut. All four versions are scheduled to be available in September.

Our recent Asia supply chain checks for 2H put iPhone builds between 130M-150M. The iPhone 13 appears to represent 35%-45% of iPhone builds in Q3, this positive outlook gives us enhanced confidence that 2021’s launch timing will be “normal.” From a timing perspective, we believe the current iPhone 13 launch is slated for the third week in September.

Wedbush issued the investor’s note

This used to be assumed, but as we’ve already said, that is no longer the case.

From the iPhone 5 to iPhone 8, each year’s models were available in September. Things changed with the iPhone X, however, and since then it’s been unclear whether availability of particular models would be September, October, or November.

It confirmed claims that Apple expects the iPhone 13 to sell more than the iPhone 12.

Asia supply chain builds for iPhone 13 are currently still in the ~90 million unit range compared to our initial iPhone 12 reads at 80 million units (pre-COVID) and represents a ~10%+ increase YoY out of the gates.

While this number will clearly move around over the coming months (chip shortage volatility adds to it), we believe this speaks to an increased confidence with Cook & Co. that this 5G driven product cycle will extend well into 2022.

Although the iPhone 13 is believed to be essentially an S-model, with the same design (apart from the camera arrangement) and additional capabilities, it is likely to profit from a better economy when businesses reopen following pandemic lockdowns.

Wedbush’s expectation that Apple will provide a 1TB tier in this year’s iPhone range is bolstered by supply-chain inspections, according to the note.

From a spec perspective, we have increased confidence that iPhone 13 will have an eye-popping 1 terabyte storage option which is double from the highest Pro storage capacity today (512GB) and will also include a number of key enhancements with Lidar across all iPhone 13 models.

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