Industry reports say that Pegatron is seeing reduced orders for the iPhone 12 mini, while Apple has charged Foxconn with making more of the iPhone 12 Pro series.
Apple's new iPhone 12 and iPhone 12 mini
Despite recently expanding its manufacturing capacity, Pegatron was already facing a slowdown in orders from Apple over its alleged student labor violations. Now it has also seen a reduction in orders, with Apple reportedly requiring fewer of the iPhone 12 mini.
According to Digitimes, Pegatron has seen a slowdown in orders for the smallest iPhone, blamed on the coronavirus affecting demand in the US and Europe.
Citing unnamed market observers, Digitimes separately reports that Foxconn has received an increase in orders for its production of the iPhone 12 Pro and iPhone 12 Pro Max.
Digitimes has a poor track record in projecting Apple's plans, but a far greater one over its sources within the industry. These latest reports appear to corroborate recent analysis by Morgan Stanley's Katy Huberty.