Apple iPhone 17 Supply Chain Update: 62 Million Units Expected to be Assembled in Q4

Recent weeks have seen a surge in signs showcasing the robust demand for Apple’s iPhone 17 series. New insights from supply chain evaluations have emerged, offering a clearer picture of the landscape for Apple’s flagship smartphones, and the outlook appears remarkably positive.

Projected assembly volumes for iPhone models from Q3 2024 to Q4 2025 — Source: CTEE

According to a recent report from Taiwan’s Commercial Times (CTEE), the following key insights were noted:

Apple’s assembly partners anticipate that 62 million units of the iPhone 17 lineup will be constructed in the fourth quarter of 2025.
This figure represents an increase of approximately 3 million units when compared to the same quarter in 2024, reflecting a growth rate of around 5%.
The A19 chips, manufactured using TSMC’s cutting-edge third-generation 3nm process, will keep the company’s advanced-node production facilities operating at maximum capacity.
Increased demand for the A19 chips will be driven by upcoming iPad Pro and MacBook Pro releases.
Looking ahead to 2026, the A20 chip is set to utilize TSMC’s next-generation 2nm node technology, with initial trial production already underway at the Kaohsiung Fab 22.
Apple’s M6 chip, also slated for production on the 2nm node, faces tight capacity forecasts, indicating a strong future pipeline.

However, it is important for readers to consider several factors regarding these projections:

iPhones are currently being assembled in India. The Taiwan Daily’s estimates are likely based on TSMC’s wafer capacity utilization insights, providing a rough estimate for Q4 assembly numbers.
In the third quarter of 2025, 28 million units of the iPhone 17 lineup were assembled, surpassing the 26 million units of the previous year, showing an increase of 7.7% year-over-year.
Current assembly figures for Q3 and Q4 indicate about 5 million more units produced than during the same periods for the iPhone 16 lineup in 2024.
It is worth noting that the iPhone 17 Air has not yet been made available in China due to ongoing regulatory concerns surrounding eSIM technology.

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