iPhone 16 [left], iPhone 16 Professional
Ming-Chi Kuo says that the iPhone 16 Professional continues to be the massive vendor, with manufacturing persevering with by means of China’s Nationwide Day vacation to maintain up with demand.
Following the launch of an iPhone era, analysts take a look at the state of the provision chain to see if there are any indicators of lessened demand. Within the case of the iPhone 16 Professional and Professional Max, that does not appear to be the case.
Based on TF Securities analyst Ming-Chi Kuo in a Wednesday X put up, the meeting orders within the provide chain “remain unchanged” for the second. Certainly, suppliers have additionally been requested to proceed manufacturing Professional fashions all through China’s Nationwide Day vacation.
Persevering with manufacturing of particular fashions throughout a typical vacation is a giant signal of continued demand. Kuo says demand for the Professional fashions “has generally met expectations so far.”
iPhone 16 cargo updates
1. Meeting orders nearly stay unchanged. Suppliers had been requested to proceed producing two Professional fashions throughout China’s Nationwide Day vacation, indicating that demand for the Professional fashions has usually met expectations to date.
2. Some part orders
— (Ming-Chi Kuo) (@mingchikuo) October 9, 2024
Regardless of demand, there was a slight curbing of some part orders from mid-November. Nevertheless, the discount is “essentially negligible” to Kuo, being between 3% and 5%.
These cuts are additionally being utilized primarily to the bottom and Plus fashions of iPhone 16. Demand for these fashions are stated to be “lackluster” in comparison with the 2023 releases.
As for the Professional fashions, shipments are just like the iPhone 15 Professional line at this level after launch. Kuo provides that the present delivery instances for Professional fashions are literally shorter than the iPhone 15 Professional variations.
Kuo’s deal with the provision chain can be how U.S. market demand and shipments change in late October, coinciding with the discharge of Apple Intelligence.