Taiwan supply chain sees Apple shipping as many as 80 million iPhones this quarter
Shipments this quarter will partially include the new Apple iPhone 6s and Apple iPhone 6s Plus, both of which will be unveiled tomorrow. The new models will feature Force Touch, a faster A9 chipset, the doubling of RAM to 2GB, and a camera combo (back to front) of 12MP/5MP. That would be a bump from the current 8MP/1.5MP combination. We should see the use of Series 7000 aluminum to prevent bending, a big improvement in screen resolution, and a Rose Gold color option.
For the current quarter, the Taiwan based iPhone supply chain sees Apple delivering 45-50 million units. While these iPhone parts and component suppliers see demand for the new models continuing in the first quarter of 2016, momentum for the new phones might not reach the level of growth achieved by the iPhone 6 and iPhone 6 Plus.