iPhone 16
Earnings calls from key iPhone suppliers recommend iPhone 16 is not being ordered in any larger amount than iPhone 15, bringing the rumored Apple Intelligence spurred tremendous cycle into query.
Analysts have been connecting the dots since WWDC to recommend iPhone 16 might drive important gross sales resulting from Apple Intelligence demand. Nevertheless, the hypothesis is not allegedly being mirrored in elements orders from key suppliers.
A brand new put up from long-time provide chain analyst and Apple leaker Ming-Chi Kuo says Largan and TSMC commented on half demand throughout their earnings calls. Each stated they hadn’t seen a requirement spike that might point out an upcoming iPhone tremendous cycle.
Actually, Kuo says orders for iPhone 16 models at 87 million models for the second half of 2024 have not surpassed iPhone 15 orders at 91 million models for a similar time interval in 2023. Elements producers have seen constant orders.
A earlier trade report prompt that Apple would not launch many Apple Intelligence options till early 2025. So, it appears unlikely that demand would spike within the fall because of an iPhone characteristic that is not extensively obtainable exterior of betas.
The iPhone 15 Professional and iPhone 15 Professional Max are the one current iPhones that may run Apple Intelligence. It’s believed that your entire iPhone 16 lineup will be capable to run Apple’s AI, driving gross sales.
Nevertheless, with out an Apple Intelligence launch within the fall, demand is not anticipated to vary. Given provide chain orders, a minimum of in response to Kuo, it appears Apple is not planning for a brilliant cycle both.