Apple reports disagreements! Ming-Chi Kuo: Where have iPhone 16 orders increased?

Financial Associated Press, July 19 (Editor Shi Zhengcheng)

Well-known consumer electronics analyst Ming-Chi Kuo posted on Thursday: #🎜🎜 #

Although news of Apple increasing iPhone 16 orders appeared in the market from time to time after WWDC in June, judging from the latest statements from suppliers, this matter is questionable.
1. He also questioned the underlying logic behind “Apple Intelligence” driving demand for phone replacement in the second half of the year.

2. 

   iPhone 16 order and shipment forecast in the second half of the year

(Source: Medium) #🎜🎜 #

iPhone 16 orders have not seen significant growth

Ming-Chi Kuo pointed out that despite the news of "Apple's additional orders" coming from the market, Apple's two key suppliers TSMC and Largan Micron hinted at the press conference that Apple has not increased iPhone 16 orders.

TSMC said: "We have not seen a sudden increase in shipment growth." Largan said: "High-end model orders are similar to last year."

Guo Ming錤Interpretation, although individual supplier orders may increase, from the perspective of EMS factories/assembly, iPhone 16 orders in the second half of the year will still remain at about 87 million units, lower than the 91 million units of the iPhone 15 series in the same period last year.

There are doubts whether "Apple Intelligence" can promote the replacement wave

Ming-Chi Kuo also expressed doubts about whether "Apple Intelligence" will promote replacement in the second half of the year. Jichao's statement was questioned. He noted:

Apple Intelligence is only available in English and is available in BETA only in the United States.

• Whether Apple Intelligence alone can drive the replacement wave is still uncertain.
• Expectations on whether consumers will be willing to buy the new iPhone during the beta phase are relatively optimistic.

Background: Shipments expected to be 90 million units

On July 10, some media quoted people familiar with the matter as saying that Apple Shipments of the new iPhone are expected to increase by 10% compared with the previous generation. In the second half of 2023, total iPhone 15 series shipments were 81 million units.

This means that Apple expects to ship more than 90 million iPhone 16 series units in the second half of this year. Apple believes the added “Apple Smart” features of the iPhone 16 will help boost consumer demand, people familiar with the matter said.

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