Apple suppliers face challenges as iPhone 15 series demand forecast lower than iPhone 14

According to predictions by Apple analyst Ming-Chi Kuo, demand for the iPhone 15 series is expected to be lower than this year’s iPhone 14 series, which may pose challenges to Apple suppliers’ revenue growth in the second half of 2023.

Ming-Chi Kuo pointed out , although Apple has made some progress in generative artificial intelligence, it still lags significantly behind its competitors. Therefore, Apple is not expected to emphasize too much on AI at this year’s earnings conference. In addition, shipment estimates for Vision Pro in 2024 are still low, so it is difficult to promote the stock price of Apple and its supply chain.

According to rumors, a release is imminent Information about the iPhone 15 series is gradually being exposed. It is reported that the new series will include four mobile phones, namely iPhone 15, iPhone 15 Plus, iPhone 15 Pro and iPhone 15 Pro Max. All four models will use USB-C interfaces and Smart Island screens, the latter of which is currently only available in the iPhone 14 Pro series. The iPhone 15 Pro models will also have other rumored features, such as a faster A17 Bionic chip, titanium alloy frame, customizable Action button, narrower display bezels, Wi-Fi 6E support, and Pro Max camera Offering up to 5-6x optical zoom and more

Tim Long is an analyst at Barclays Bank in the UK. He predicts that the iPhone 15 Pro may be priced at $100 to $200 more than the iPhone 14 Pro in the United States. . This price increase may dampen consumer demand for devices, especially with above-average inflation over the past few years, and some consumers may reduce discretionary spending

From what I understand, There is currently no sign that Apple will integrate AI edge computing with hardware products in 2024. Therefore, this aspect may not be a driver of the stock price of Apple and its supply chain. However, we can look forward to the launch of the iPhone 15 series, which will bring more choices and experiences to consumers, and may also bring new changes to the mobile phone market. In order to fully understand the functions and performance of the new iPhone, we still need to wait for Apple’s official release and official introduction

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