Ming-Chi Kuo: Apple has not placed additional orders for the iPhone 16 series! The stock quantity is about 87 million, which is not as good as iPhone 15

According to news on July 19, recently, news of Apple’s additional orders for the iPhone 16 series has been widely circulated. It is even rumored that there will be two additional orders, with a stocking volume of more than 95 million units. In response to this, Apple's first brother Ming-Chi Kuo responded in the latest report, saying that the information obtained from key suppliers TSMC and Largan Micron is that Apple has not placed additional orders, and the overall order volume is similar to last year's level. Ming-Chi Kuo believes that although some suppliers have received additional orders, overall orders for the iPhone 16 series this year have not changed much. They are still around 87 million units, which is even slightly lower than the 91 million units of the iPhone 15 series in stock during the same period. In addition, Apple Intelligence is generally considered to be the reason for additional orders, but this feature is not currently online, and will only provide a beta version to US users in the second half of the year. It only supports English, which will not actually help drive sales. From the perspective of the product itself, the upgrades of the iPhone 16 series are actually very limited, and there is no revolutionary experience improvement. Previous estimates were too optimistic.

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