Renders of the forthcoming iPhone 16 vary
Analyst Ming-Chi Kuo claims that Apple has ordered fractionally fewer iPhone 16 fashions than the iPhone 15, going in opposition to the concept that Apple Intelligence will immediate upgrades.
One supply arguing in opposition to a brilliant cycle, although, has been Ming-Chi Kuo. In July 2024, he reported that suppliers similar to Largan and TSMC had not seen a rise in orders that might point out Apple anticipating excessive gross sales.
Now in a brand new report, Kuo has doubled down on this and even mentioned that Apple is anticipating marginally fewer gross sales of the iPhone 16 vary, a minimum of initially.
iPhone 16 3Q244Q241Q25 EMS / iPhone 16 collection manufacturing information replace: cargo plans for 3Q24, 4Q24 and 1Q25, EMS order allocations, and many othershttps://t.co/quv9HKsWLf
— (Ming-Chi Kuo) (@mingchikuo) September 9, 2024
In his full weblog put up, Kuo says that Apple has ordered between 88 million and 89 million of the iPhone 16 vary, in comparison with roughly 91 million of the iPhone 15 fashions.
He additional experiences that, primarily based on his forecasts, the breakdown of various iPhone 16 mannequin gross sales is predicted to be:
- iPhone 16 on 26%
- iPhone 16 Plus on 6%
- iPhone 16 Professional on 30%
- iPhone 16 Professional Max on 38%
Kuo says that it is believed Apple has ready between 15 million and 17 million iPhone 16 models for the pre-order demand. Over the entire of 3Q24, he predicts a progress of round 10% 12 months over 12 months in comparison with the iPhone 15 collection.
Nonetheless, this isn’t from growing demand for the iPhone 16 Professional Max over its predecessor. It is as a result of the iPhone 15 Professional Max had points with its tetraprism digital camera that delayed preliminary shipments of the system.
General, Kuo predicts that then 1Q25 iPhone 16 gross sales will decline dramatically, by 53% to 55%. He says that’s partially the traditional seasonal decline, however that it could be exacerbated by the launch of a brand new iPhone SE 4.