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Analyst Claims Apple Cutting iPhone 11 Production Ahead of Next Year’s 5G iPhone 12 Lineup

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Less than three months since the iPhone 11, iPhone 11 Pro, and iPhone 11 Pro Max hit store shelves, analysts are already claiming that the Cupertino company is cutting production ahead of the 5G iPhone 12.

A new report from 9to5Mac explains that Rosenblatt Securities analyst Jun Zhang has released a new investor note detailing the firm’s predictions for the 2020 iPhone as well as the upcoming smartphone’s impact on the existing iPhone 11.

According to the predictions, Apple is looking to cut production of the iPhone 11 Pro and iPhone 11 Pro Max by as much as 25 percent in both the December and March quarters. Zhang also predicts that production across the iPhone 11 family will drop by as much as 60 percent in March 2020 compared to iPhone production in March 2019.

On the other hand, Morgan Stanley analyst Katy Huberty refutes Zhang’s claims of production reductions, saying that she has recently met with Apple CFO Luca Maestri and supply chain partners over the past two weeks. They apparently gave indications that the iPhone 11 series is still strong across the lineup, including the iPhone 11 Pro and iPhone 11 Pro Max.



Rosenblatt has also thrown in their prediction of what consumers can expect in terms of an iPhone 2020 lineup. The firm predicts that Apple will release six new iPhones next year to meet the needs of those who want to upgrade to 5G as well as those who want to wait. As such, the lineup, according to Rosenblatt, would look like the following:

  • iPhone 12 4G
  • iPhone 12 Pro 4G
  • iPhone 12 Pro 5G
  • iPhone 12 Pro Plus 4G
  • iPhone 12 Pro Plus 5G
  • iPhone 12 Pro Max 5G

Rosenblatt’s picture of the 2020 iPhone lineup goes up against well-known supply chain analyst Ming-Chi Kuo’s prediction, which saw five new iPhones next year ranging from an iPhone SE 2 to a full lineup 5G iPhones.

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