AppleInsider - Lower air quality in China may mean a surge in iPhone 12 production

Lower air quality in China may mean a surge in iPhone 12 production

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<p>Analysts tracking the air quality in China believe that a recent drop may point to a surge in industrial activity related to <a href="https://appleinsider.com/inside/iphone-12">iPhone 12</a> production.
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<p>The production of iPhones has historically led to a reduction in air quality in four key Chinese cities: Zhengzhou, <a href="https://appleinsider.com/articles/15/03/19/inside-greater-china-an-exclusive-look-at-apple-inc-in-shenzhen">Shenzhen</a>, Chengdu, and Chongqing. By tracking the air quality in these cities, analysts can gauge Apple’s production cycles.
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<p>“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,” Morgan Stanley analysts Katy Huberty wrote in a note <a href="https://www.cnbc.com/2020/10/28/lower-air-quality-in-china-points-to-iphone-12-production-surge.html">seen by <em>CNBC.</em></a>
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<p>Apple typically announces its new iPhones in September, though it’s likely the <a href="http://appleinsider.com/inside/coronavirus">coronavirus</a> had slowed down the 2020 production cycle.</p>
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