According to the estimates of production published by the Cowen, it seems that Apple is working on raising the production rate of iPhone to take advantage of the trade embargo on the products of the company Huawei by the U.S. government. However, the increase in production will be fairly modest.
The estimates of the initial production that was planned in the previous shipment of 39 million units of the iPhone but the new plan aims to produce 40 million units. The reason for this is mainly due to that Apple is experiencing an increase in demand in some markets. About 30 million units of this cargo will include models of the three modern, and, of course, all of the iPhone XS and iPhone XS Max and iPhone XR, while will consist of 10 million remaining of the two phones the iPhone 7 and iPhone 8.
But in spite of the Prohibition of Huawei, has warned analysts that the company faced significant risks in the medium term due to political instability. May affect the tariffs on some devices manufactured in China on the process of producing iPhones and their sales.