AppleInsider has seen a new note that suggests iPhone production has ramped up just a bit in light of the ban leveled against Huawei. Cowen originally predicted that iPhone production for the quarter ending in June would be 39 million. However, Cowen is now predicting an increase to 40 million with iPhone production and shipments.
Cowen postulates that Apple is responding to increased demand for the iPhone in some markets, following the Trump administration’s recent decision to ban sales of technology and components from the U.S. to companies like Huawei.
Predictions point that 75 percent of iPhone production —about 30 million units for the quarter ending in June —will be across the iPhone XR, iPhone XS, and iPhone XS Max models. The majority of the remainder is spread across the iPhone 7 and iPhone 8 families.
Potential tariffs from the United States government against China are still looming large, however, as this report indicates there are continued risks over the medium-term for Apple.
One last bit: Cowen believes that Apple is planning on launching at least one new iPhone model in 2019 that will have an LCD display.
Huawei is still trying to find a way to get back into the good graces of several entities, especially those in the United States. However, the company is not likely to lose a lot of ground in the mobile market if it can continue to do business, especially in China.
In the short-term, though, it looks like Huawei’s ban is helping Apple.