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The iPhone 14 may have a bumpy voyage ahead of it, but not for the reasons you might imagine


They’ll ship on time, says a major expert, but will there be enough demand?

image credits: flipboard

Apple’s rumoured iPhone 14 may face greater challenges than practically any other iPhone before it.

Apple’s next major iPhone release may face manufacturing and delivery delays as a result of COVID lockdowns in Shanghai, one of Apple’s major iPhone manufacturing hubs, and an ongoing silicon pinch – or it may not.


In his most recent channel checks, trusted Apple analyst Ming-Chi Kuo observed on Thursday(opens in new tab) that “Apple has not revised the shipping plan for the iPhone 14 models since the Shanghai lockout.”

Apple CEO Tim Cook stated on an earnings call (opens in new tab) on April 28 that the company was “doing well.” “”We’re still keeping an eye on COVID-related problems in China,” he said, “but practically all final assembly factories have reopened.” The fact that the number of COVID cases in Shanghai has dropped in recent days is also encouraging.”

The data also coincides with reports out of Shanghai, where the COVID boom is dwindling and China is loosening some restrictions(opens in new tab) in the area known as “iPhone City.”


As a result, this anticipated update is wonderful news for iPhone lovers and those looking forward to the iPhone 14 (assuming that’s what it’ll be called).

In the same tweet, Kuo mentioned that the iPhone 14 Max is “running behind,” which could be an issue given that the larger iPhones frequently outsell the smaller ones. While Kuo does not provide an explanation for the alleged delay, silicon shortages remain an issue. They appear to have had a negative influence on Apple’s capacity to stock iPads, as well as on iPad sales (opens in new tab).

During the same earnings call, Cook described the silicon scarcity as follows: “We cannot have a buffer on silicon in today’s reality. It moves swiftly from the fab to the final assembly.”


However, there could be another impending factor in the iPhone 14’s future. Kuo followed up with another cryptic tweet.

Consumers and their interest in the iPhone 14 can only be referred to as the “demand-side.”

When we asked Kuo on Twitter if he ascribed this demand issue to increased economic pressures, he did not elaborate or respond. However, because demand is driven by consumers, we must consider what factors can stifle it.


Inflation, which is currently over 8% in the United States, is growing around the world, which may lead to some necessary belt-tightening. Depending on the model and storage configuration, a new iPhone 14 might cost anywhere from $699/£555 to far over $1,000/£794 (or more).

Many customers will pay for these phones over the period of two or three years at an amortised rate. A new phone, on the other hand, can increase a monthly cell service price by $40/£31 to $50/£39. Could customers put off discretionary purchases like a new iPhone 14 if gas prices are approximately double what they were a year ago?

Trade-in agreements will help, as will all of the incentives made by cell-service providers as the iPhone 14 is expected to be released in September through December, so it could help soften the blow.


There are a lot of unknowns in this situation. The first is that an iPhone 14 and its derivatives exist. We currently believe that at the very least an iPhone 14, iPhone 14 Pro, and an iPhone 15 will be released.

We also don’t know what the long-term consequences of the Shanghai industrial closures are. The question is whether Apple can make up for lost time and stay on track.

While Apple may have hoarded certain commodity-level components for future iPhones, it is evident that it is currently experiencing the same silicon difficulties as everyone else. Apple has never stated that this will have a significant influence on iPhone availability, and it is possible that it will not. Only time will tell if this is true.


This is all we know about the iPhone 14 so far.

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