With the visit of US House of Representatives Speaker Nancy Pelosi to Taiwan , it is thought that the iPhone 14 will not be released in the autumn months , the expected launch window . Apple may have to make new decisions about production.
As many of you know, Apple is one of TSMC’s biggest customers and the company ships chips to Pegatron in China, where iPhones are made. And Pelosi’s visit to Taiwan has put an even greater strain on the China-Taiwan relationship. Subsequently, new regulations were introduced prohibiting the mention of “Taiwan” or “Republic of China” in shipping documents .
This means that some, if not all, of the hardware could be returned to Taiwan, and iPhone 14 production could be delayed as a result .
Apple Aims to Expand Its Production Chain
Worse still, Pegatron ‘s VP was seen with Pelosi during the visit of TSMC’s top executives, so this means Apple and other US-based companies could find themselves in a major trade war.
Apple is currently in talks with its Taiwanese partners and wants the “Made in Taiwan” or “Republic of China” labels to be removed or replaced. Ming-Chi Kuo’s sources claim that 6.1-inch iPhone 14 units will be produced from Foxconn ‘s India factory, increasing these possibilities. It looks like Apple is planning to strongly diversify its production for the first time .