Projected sales for the iPhone 6 had been in the 80-100 million-range prior to its release on September ninth. Those projections may have a chance of becoming a reality with positive news out of Taiwan today in context with new demand for iPhone parts from TSMC.
The news out of the Taiwan today states that follow-up orders from foreign chipset suppliers have been placed for chips to be used in iPhone 6 devices with Taiwan Semiconductor Manufacturing Company (TSMC), extending order visibility of foundry houses to the first quarter of 2015, according to industry sources.
Some analog IC suppliers indicated that Apple aims to ship 80-100 million units of the iPhone 6 and iPhone 6 Plus in 2014, and initial response to the new iPhone devices seems to be enthusiastic and could gain momentum.
Apple has announced a record number of first day pre-orders for the iPhone 6 and iPhone 6 Plus, with over four million in 24 hours.
Demand for the new iPhones exceeds initial pre-order supply and while a significant amount will be delivered to customers beginning September 19, many pre-orders are scheduled to be delivered in October, Apple said.
The follow-up orders will keep TSMC's 8-inch fabs at high utilization rates in the fourth quarter of 2014, and into the first quarter of 2015, said the sources.
And with positive reviews of the iPhone 6 coming from reliable sources, iPhone 6 mania may lead to record sales over the holiday season – just as the new demand for iPhone 6 parts is indicating.