There isn’t any iPhone 16 ‘supercycle’, in accordance with famed purveyor of Apple-related rumors Ming-Chi Kuo. The analyst has shared his knowledge compiled from a provide chain survey and pre-order outcomes from Apple’s official web sites.
And the numbers paint a bleak image for Apple. Pre-orders for the iPhone 16 sequence within the first weekend are estimated to be about 37 million models, down 12.7% year-on-year in comparison with the iPhone 15 household’s first-weekend gross sales. And that is no matter the truth that first-weekend gross sales for the iPhone 16 and iPhone 16 Plus had been up year-on-year.
Demand for the iPhone 16 Professional and Professional Max is decrease than anticipated, regardless of Apple having been very optimistic in regards to the Professional Max’s outlook and rising shipments earlier than pre-orders began (in comparison with the 15 Professional Max).
Kuo speculates that the disappointing efficiency of the Professional fashions has to do with the truth that Apple Intelligence options aren’t launching with them this Friday, on September 20, and can as an alternative be delivered in batches, beginning in October and going all the way in which into subsequent yr. There’s additionally stated to be intense competitors within the Chinese language market which is impacting iPhone demand over there.
All of this stated, Kuo would not anticipate any cuts in manufacturing, at the very least not but, saying the Professional fashions’ gross sales will enhance as soon as Apple Intelligence is out. The vacation buying season may additionally assist.
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