Apple doesn’t seem to have elevated iPhone 16 orders regardless of stories on the contrary, in accordance with Apple analyst Ming-Chi Kuo. Kuo cites latest earnings stories from Apple suppliers TSMC and Largan as proof.
TSMC lately mentioned that it didn’t see a rise in unit development, whereas Largan mentioned that orders for high-end fashions in 2024 are much like final yr. Kuo believes that Apple’s iPhone 16 orders for the second half of 2024 are round 87 million models, which is decrease than the 91 million iPhone 15 models that Apple ordered in 2023.
Kuo mentioned that sure suppliers might have been requested to extend manufacturing, however which may be associated to “specific reasons within individual industries or components.”
He means that expectations that Apple Intelligence will drive iPhone 16 gross sales “may be too optimistic” because the characteristic is out there in U.S. English solely.
The launch of Apple Intelligence is usually thought of to be the explanation for the rise in iPhone 16 orders. Nonetheless, Apple Intelligence will solely be accessible in Beta for US customers in 2H24, and Apple Intelligence Siri solely helps English. No matter whether or not Apple Intelligence alone can drive alternative demand (which is one other large subject), the expectation that buyers will purchase the brand new iPhone 16 for the Beta model of Apple Intelligence in 2H24 could also be too optimistic.
Earlier this month, Bloomberg instructed that Apple was relying on the iOS 18 AI options to spice up iPhone shipments by 10 p.c in 2024. Apple Intelligence requires an iPhone 15 Professional or later, so prospects with an older iPhone might want to improve to the iPhone 16 to get the know-how.
Apple Intelligence features a lengthy record of latest capabilities, together with Writing Instruments for proofreading, sprucing, and summarizing textual content, Picture Playground for producing photos, and Genmoji for creating customized emoji. Apple Intelligence will even be used to overtake Siri, however the brand new Siri performance is not slated to launch till 2025.
Up to now, Apple has not established an AI deal for Chinese language customers, and Apple Intelligence will even not be coming to the European Union when iOS 18 launches.
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