Are iPhone 16 sales sluggish? Morgan Stanley analyzes delivery times, suggesting Apple may cut supply orders
Are iPhone 16 sales sluggish? Morgan Stanley analyzes delivery times, suggesting Apple may cut supply ordersA recent report from Morgan Stanley, an American investment bank, indicates that iPhone 16 series sales may be lagging behind previous generations, based on delivery times observed on Apple's website. Morgan Stanley analyzed average delivery times for both the iPhone 16 and iPhone 15 series, finding significantly shorter delivery times for the iPhone 16 models, potentially implying a reduction in Apple's order volume
Are iPhone 16 sales sluggish? Morgan Stanley analyzes delivery times, suggesting Apple may cut supply orders
A recent report from Morgan Stanley, an American investment bank, indicates that iPhone 16 series sales may be lagging behind previous generations, based on delivery times observed on Apple's website. Morgan Stanley analyzed average delivery times for both the iPhone 16 and iPhone 15 series, finding significantly shorter delivery times for the iPhone 16 models, potentially implying a reduction in Apple's order volume.
Here's a comparison of average delivery times for different models in the iPhone 16 and iPhone 15 series:
| Model | iPhone 16 Series | iPhone 15 Series |
|--------------------|------------|------------|
| Standard Edition | 9 days | 14 days |
| Plus Edition | 7.9 days | 13.9 days |
| Pro Edition | 18.5 days | 32.5 days |
| Pro Max Edition | 25.5 days | 43.5 days |
Morgan Stanley asserts that across all iPhone models, the average delivery time from pre-order to today for iPhone 16 stands at 14 days, marking the shortest cycle in the past five years since the iPhone 12 series. Based on this observation, the institution believes the likelihood of Apple reducing supply orders exceeds 50%.
However, analysts acknowledge that delivery times and supply orders aren't strongly correlated, making accurate predictions about supply orders solely based on delivery times challenging.
It's worth noting that the hashtag iPhone16 being the least popular generation in recent years has recently trended on Weibo, China's microblogging platform, reaching the 5th position on the trending list with 26.732 million views. This reflects the public's heightened interest in the iPhone 16's sales performance.
In conclusion, while Morgan Stanley's analysis relies on Apple's website delivery times, its conclusions should be treated with caution. Ultimately, definitive sales figures will require time to be revealed, and whether Apple adjusts its supply orders remains uncertain. In the coming weeks or months, the market will closely monitor Apple's actual performance and related news.
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