Is This Supply Chain Rumor a Sign of New Apple Products?

Microchip

Apple (NASDAQ:AAPL) may be boosting its chip orders in preparation for a slew of new products. Supply chain sources told the Taipei, Taiwan-based DigiTimes that Apple has recently increased its integrated circuit orders for the third quarter.

The report says the amount of integrated circuit orders is nearly double what it was in the previous quarter. “Apple started to reduce its chip orders in the fourth quarter of 2012 and maintained the slow pace of orders until second-quarter 2013,” according to DigiTimes sources. “Shipments for iPhone components from the IC supply chain, for example, fell to about 20 million units quarterly during the period.”

The recent chip orders have boosted integrated circuit shipments to 40 million units. The sources believe this is related to “upcoming rollouts of new iPhone and iPad devices.” However, the report did not say which suppliers will be manufacturing these chips.

The report also did not specify if these chips are for the so-called “budget iPhone” or for the iPhone 5S. And though industry rumors from DigiTimes should always be taken with a grain of salt, this supply chain rumor does seem to be in line with predictions from many other industry analysts.

Morgan Stanley analyst Katy Huberty also recently predicted that Apple would debut a new mid-range iPhone along with the iPhone 5S in September. She believes that a new iPad will be launched this fall.

Follow Nathanael on Twitter @ArnoldEtan_WSCS

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