You may have heard about Nancy Pelosi, the Speaker of the US House of Representatives, and her visit to Taiwan. It’s been all over the news lately. But how is that relevant to the iPhone 14 release, you might ask?
Well, as most of you know, Apple is TSMC’s top customer, and the company ships chips to Pegatron in China, where iPhones are assembled. And Pelosi’s visit to Taiwan has put even greater pressure on relations between China and Taiwan. As a result, the CCP has come up with new rules banning any mention of “Taiwan” or “Republic of China” in shipping documents. This in turn means that some, if not all, of the hardware could be returned back to Taiwan and delay the production of the iPhone 14 as a result.
To make matters worse, Pegatron’s vice chairman and top executives from TSMC were seen with Pelosi during the visit, so this could just be the beginning of a more violent trade war between the CCP and Taiwan, where Apple and other US-based companies are caught up. in the middle.
Apple is already in talks with its Taiwanese partners and has requested that all “Made in Taiwan” or “Republic of China” labeling be removed or replaced. It’s also not surprising that Ming-Chi Kuo’s sources claim that some 6.1-inch iPhone 14 units will come out of Foxconn’s Indian factory. For the first time ever, Apple is heavily diversifying its production.
The news comes at the worst possible time, as the iPhone 14 is just around the corner and there are rumors that there are some quality manufacturing issues with the screens and camera lenses of the iPhone 14 Pro Max.