We’re a month previous the introduction of the iPhone 16 and it’s time to evaluate some shocking outcomes for this 12 months’s gadget.
First, what in the event that they threw an iPhone launch and it was not instantly adopted by huge provide cuts (as a result of nobody buys iPhones anymore, too fashionable)? In a brand new publish on X, provide chain analyst Ming-Chi Kuo supplies quite a lot of updates on iPhone 16 shipments:
You’re a free cannon, Ming-Chi Kuo! You go off the guide yet another time and I’ll have your badge!
The largest takeaway is that gross sales numbers look like matching expectations, with no provide chain cutbacks anticipated.
Sir, this isn’t how we do issues. Please discuss with the script. It goes: 1) iPhone introduction, 2) huge provide cuts. What is that this regular demand nonsense? The Macalope is not going to have it. Not on his watch. The road should be drawn right here! This far! No farther! And many others. and so on.
Effectively, at the least one group shouldn’t be dashing out to purchase the iPhone 16: these reserved and fiscally conservative teenagers, in line with a report by Piper Sandler.
The Macalope has been identified to journey a pollercoaster or two so he is aware of a bit concerning the accuracy of these items. Let’s see should you can spot the place these conclusions get forward of themselves.
About 22 p.c of respondents stated they intend to improve this fall or winter, which is a slight drop from the 23 p.c who deliberate to improve to the iPhone 15 on the similar time final 12 months, and from the 24 p.c for the iPhone 14 in 2022.
Should you stated “THOSE ARE ALL ALMOST EXACTLY THE SAME NUMBER!” give your self 5 factors. It ought to be famous, nevertheless, that 5 is a meaningless quantity since it’s awarded regardless of any scale and factors can’t be exchanged for items or providers. Thanks for taking part in.
Piper Sandler’s pattern dimension of 13,500 teenagers is fairly good besides, a one p.c lower has obtained to be throughout the margin of error. (Piper Sandler doesn’t word a margin of error in its press launch.) Calling this a decline is an actual stretch. It may be declining. It is also going up. Nevertheless it’s most likely simply staying degree.
Now, each time teenagers come up two issues occur: first, the Macalope flinches and says “The place?!” Terrifying. Second, the sexy one thinks again to these heady days of 2013 when teenagers supposedly hated the iPhone and that was actual dangerous information for Apple!
…within the eyes of as we speak’s youth, huge recognition has watered down Apple’s coolness. “Teenagers are telling us Apple is finished,” says Tina Wells of the youth advertising and marketing company Buzz Advertising Group.
Mmm-hmm. After all, these teenagers at the moment are of their 20s so as we speak’s teenagers are totally new teenagers with that new teen odor which is unfortunately the identical because the previous teen odor which is to say physique odor. Nonetheless, it wasn’t true then that teenagers didn’t just like the iPhone and it’s not true now. As a result of whereas curiosity within the iPhone 16 may be a bit decrease (or not!), teenagers nonetheless love iPhones.
…87% of respondents stated they personal an iPhone. Moreover, 88% of teenagers count on their subsequent smartphone to be an iPhone.
Piper Sandler’s survey has a historical past of leaving out lower-income teenagers in order that could be skewed a bit, however the iPhone’s U.S. market share is normally someplace within the mid-50 p.c vary, so 30 factors above that’s fairly placing, even when it’s simply center class and wealthy youngsters. If it weren’t for toddlers shopping for all these Android gadgets, Apple would have even increased market share.
Finally, it looks like the iPhone 16 is doing simply wonderful. Which, the Macalope is aware of, enormous shock, proper?