Apple AI technology becomes a key driver: iPhone 16 series shipment target raised, expected to exceed 90 million units

According to news on July 11, Apple recently revealed to its supply chain and partners its shipment expectations for the iPhone 16 series models in 2024. The goal is to compare with the iPhone
15 series (estimated shipment volume is 81 million units) ) grew by 10%, indicating that shipments of the iPhone
16 series will exceed at least the 90 million unit mark. Behind this ambitious goal, Apple has high hopes for the upcoming iPhone 16 series, in which the Apple
Intelligence feature in the iOS 18 system is regarded as a key growth driver. As one of the highlights of iOS
18, Apple Intelligence is believed to significantly enhance the market competitiveness of Apple products. By enhancing user experience and intelligence, it will further stimulate users’ desire to upgrade, thus attracting more consumers to choose iPhone
16 series. However, although the prospects seem bright, Apple's promotion in the Chinese market faces certain challenges. At present, the status of Apple
Intelligence’s partners is not yet clear, and there is no definite news that a relevant cooperation agreement has been reached, which adds some uncertainty to the smooth promotion of the Chinese market.

At the same time, the promotion of Apple Intelligence in the European market also encountered initial difficulties. It is reported that this feature will only support US English in the initial stage of launch, and the launch plan of the iPhone 16 series in the EU market is also facing variables.

On the other hand, as the iPhone 16 series production cycle approaches, Apple’s main foundry Foxconn has started recruitment for the peak season. According to reports, the Foxconn factory in Zhengzhou Airport has raised its hourly wage to 25 yuan. Although this level is slightly lower than the peak during the epidemic, it is still a relatively high level in the current recruitment market. In addition, Foxconn's Longhua factory in Shenzhen has also joined the ranks of large-scale recruitment, but high-wage jobs are mainly concentrated in specific fields such as the production of camera modules, showing the strong demand for labor with specific skills in Apple's supply chain.
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