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iPhone 12 Demand Linked to Increased Air Pollution in China

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Analysts for Morgan Stanley have said that air quality reports in some Chinese cities suggest an increase in industrial activity linked to iPhone 12 demand (via CNBC).

iphone_production.jpg


Morgan Stanley analysts led by Katy Huberty used tracked air quality data from cities such as Zhengzhou, which is a major production location for Apple, to aid iPhone 12 sales projections.

Using air quality data from a non-profit platform that collects and publishes air quality data in China, we track nitrogen dioxide levels (controlling for temperature, humidity, wind, etc.), which, according to the European Space Agency, is a first-level indicator of industrial activity, in four Chinese cities where Apple's manufacturing partners have a large manufacturing presence.

As of October 26th, air quality data from Zhengzhou, also known as "iPhone City," shows that industrial production levels have spiked higher recently, about a month later than historical seasonality, which we believe coincides with the ramp in iPhone 12 mass production.
Click to expand...

In the city of Shenzhen, Morgan Stanley believes industrial production first spiked in early September, but remained below its usual levels for the same time last year. In Chengdu, the analysts found that industrial activity has increased in recent days. Likewise, in Chongqing, industrial production has ramped significantly higher in recent days, after an initial uptick and pullback in September.

The data suggests that the iPhone 12 and iPhone 12 Pro is performing better than expected since Apple appears to be increasing orders. Earlier today, a DigiTimes report speculated that demand for iPhone 12 Pro has been so strong among consumers that Apple's delivery lead time from manufacturers has had to be extended.

Apple is set to report its fourth fiscal quarter earnings later today, although since this reporting period ends in September, it will not include iPhone 12 and iPhone 12 Pro sales.

Note: Due to the political or social nature of the discussion regarding this topic, the discussion thread is located in our Political News forum. All forum members and site visitors are welcome to read and follow the thread, but posting is limited to forum members with at least 100 posts.

Article Link: iPhone 12 Demand Linked to Increased Air Pollution in China
 
Article Link
https://www.macrumors.com/2020/10/29/iphone-12-demand-linked-to-increased-air-pollution/
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Seriously ? These wall street will say,link anything to support their wrong thesis. Air quality and iPhone 12 ? or COVID-19 infection going down so Chinese economy is opening more so people traveling to go to work,manufacturing going up,etc contributing to air pollution vs in past several months.
 
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wood1208 said:
Seriously ? These wall street will say,link anything to support their wrong thesis. Air quality and iPhone 12 ? or COVID-19 infection going down so Chinese economy is opening more so people traveling to go to work,manufacturing going up,etc contributing to air pollution vs in past several months.
Click to expand...

The Chinese economy reopened in February, but your theory is that air quality didn't reflect this until September?

Mmmmmkay

And if you had bothered to read the linked article, you might know a little more about the "wrong thesis"
 
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SnakeEater1993 said:
If Apple truly wanted to be environment friendly they should pause their annual release of their products..not removing chargers so that they can force you to buy magsafe or usb-a power bricks...
Click to expand...

Under your ridiculous standard, any person or business that cares about the environment should cease all activity completely and forever.

Since that would lead to the collapse of civilization for reasons other than the environment, maybe the better and more logical approach is that everyone should do what they can to mitigate the negative impact of their activities on the environment.
 
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SnakeEater1993 said:
If Apple truly wanted to be environment friendly they should pause their annual release of their products..not removing chargers so that they can force you to buy magsafe or usb-a power bricks...
Click to expand...
hahaha, isn't that special. You do realize no one forces you to do anything, certainly not a private company? The fact is that Europe for one has been screaming about this for years, and even on standardizing the connection type, because yes, many people accumulate many charging bricks over the years, in addition to all the electrical receptacles and power strips that already contain charging outlets. So yes, few people actually need these and most old bricks end up in landfills. You have heard or Reduce, Reuse, Recycle?

Oh, and Samsmug to follow next year. LOL
 
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MacRumors said:


Analysts for Morgan Stanley have said that air quality reports in some Chinese cities suggest an increase in industrial activity linked to iPhone 12 demand (via CNBC).

iphone_production.jpg


Morgan Stanley analysts led by Katy Huberty used tracked air quality data from cities such as Zhengzhou, which is a major production location for Apple, to aid iPhone 12 sales projections.



In the city of Shenzhen, Morgan Stanley believes industrial production first spiked in early September, but remained below its usual levels for the same time last year. In Chengdu, the analysts found that industrial activity has increased in recent days. Likewise, in Chongqing, industrial production has ramped significantly higher in recent days, after an initial uptick and pullback in September.

The data suggests that the iPhone 12 and iPhone 12 Pro is performing better than expected since Apple appears to be increasing orders. Earlier today, a DigiTimes report speculated that demand for iPhone 12 Pro has been so strong among consumers that Apple's delivery lead time from manufacturers has had to be extended.

Apple is set to report its fourth fiscal quarter earnings later today, although since this reporting period ends in September, it will not include iPhone 12 and iPhone 12 Pro sales.

Article Link: iPhone 12 Demand Linked to Increased Air Pollution in China
Click to expand...
Maybe I missed it, but this is only for the iphone 12? No other iphone caused an increase in pollution?
 
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Amazing all this vitriol for one of the best companies on environmental and ethical concerns. Of course, they are not perfect, but their efforts to care and effect positive change are top-tier. If Apple suddenly became the low bar with every other company beating them, we might actually have a clean, sustainable environment, and decent working conditions for employees.

BTW: Who was clamoring for all this outsourcing in the 80's and 90's? I was against it then for the simple reason that environmental, safety, working conditions, pay and retirement were not addressed to even a minimum international standard.
 
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az431 said:
Under your ridiculous standard, any person or business that cares about the environment should cease all activity completely and forever.

Since that would lead to the collapse of civilization for reasons other than the environment, maybe the better and more logical approach is that everyone should do what they can to mitigate the negative impact of their activities on the environment.
Click to expand...
calm down dude, Apple would not go bankrupt should they stop releasing new iPhone series each year...As for the bricks I am pretty sure that non iphone 11pro users will be forced to buy something to charge their new 12s...Especially those who had only an iphone before...
 
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Doomtomb said:
Meanwhile
Screen-Shot-2020-08-09-at-7.02.07-PM.png
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If Apple can’t effectively prevent working conditions and labour violations throughout its supply chain, I don’t have a lot of confidence they can reach this goal. I’d be surprised if they can even track all the materials that they use throughout the supply chain.

Edit: That Twitter profile pic makes him look awfully smug.
 
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MauiPa said:
hahaha, isn't that special. You do realize no one forces you to do anything, certainly not a private company? The fact is that Europe for one has been screaming about this for years, and even on standardizing the connection type, because yes, many people accumulate many charging bricks over the years, in addition to all the electrical receptacles and power strips that already contain charging outlets. So yes, few people actually need these and most old bricks end up in landfills. You have heard or Reduce, Reuse, Recycle?

Oh, and Samsmug to follow next year. LOL
Click to expand...
They should had dropped the lightning port ages ago but it's part of their anti-consumer tactics.
 
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