iPhone 16 Series Shipments Slightly Below Expectations, Pro Series Demand Meets Expectations, Apple AI to Launch in Late October

iPhone 16 Series Shipments Slightly Below Expectations, Pro Series Demand Meets Expectations, Apple AI to Launch in Late OctoberRenowned analyst Ming-Chi Kuo shared the latest shipment data for the iPhone 16 series on social media today. According to the data, the overall shipment volume of the iPhone 16 series is slightly below expectations, with an estimated 88-89 million units shipped in 2024, slightly lower than last year's 90-91 million units

iPhone 16 Series Shipments Slightly Below Expectations, Pro Series Demand Meets Expectations, Apple AI to Launch in Late October

Renowned analyst Ming-Chi Kuo shared the latest shipment data for the iPhone 16 series on social media today. According to the data, the overall shipment volume of the iPhone 16 series is slightly below expectations, with an estimated 88-89 million units shipped in 2024, slightly lower than last year's 90-91 million units.

Kuo pointed out that the assembly orders for the iPhone 16 series have remained almost unchanged, with suppliers being asked to continue production of the two Pro series models without taking a break during the National Day holiday. This means that demand for the two Pro models has largely met expectations so far. However, there have been slight cuts in orders for some components after mid-November, mainly affecting the iPhone 16 and iPhone 16 Plus. The cuts are very small and can be considered negligible.

It's worth noting that the demand for the standard iPhone 16 and 16 Plus has not seen significant improvement compared to last year. This deviates from earlier market expectations. Despite this, the iPhone 16 Pro shipment volume is similar to last year's 15 Pro, but the current shipment time for the 16 Pro is shorter than the 15 Pro, indicating more efficient supply chain management.

In addition to shipment data, Kuo also mentioned the upcoming launch of Apple AI (AppleIntelligence). AppleIntelligence is expected to launch in late October, and its impact on the US market will be observed. Notably, the Chinese version of AppleIntelligence won't be available until 2025, which may dampen the enthusiasm of this crucial market for the iPhone 16 series in the early stages. The European version may roll out AppleIntelligence in phases throughout 2025, which could potentially affect Apple sales.

Currently, the iPhone 16 series is available in stock in some regions. The Pro Max version, previously sold at a markup by scalpers, is also open for purchase, mainly in the original titanium and desert titanium colors. Other color options are still in high demand.

Some analysts are not optimistic about the iPhone 16 series. Barclay analysts Tim Long and George Wang mentioned in a report that the Chinese version of AppleIntelligence won't be available until 2025, which may dampen the enthusiasm of this crucial market for the iPhone 16 series early on. The European version may roll out AppleIntelligence in phases throughout 2025, which could potentially affect Apple sales.

Overall, the iPhone 16 series shipments are slightly below expectations, but the Pro series demand meets expectations. The launch of AppleIntelligence will be a key point to observe in the future, and its impact on the market deserves attention.

iPhone 16 Series Shipment Data Analysis: Pro Series Demand Stable, Standard Models Perform Mediocrely

Ming-Chi Kuo's latest release of iPhone 16 series shipment data shows that demand for Pro series models is stable, but standard and Plus models are performing mediocrely, leading to overall shipments slightly below expectations.

The data reveals that the iPhone 16 series assembly orders have remained almost unchanged, with suppliers being asked to continue production of the two Pro series models without taking a break during the National Day holiday. This indicates that demand for the iPhone 16 Pro and Pro Max has largely met expectations so far.

However, there have been slight cuts in orders for some components after mid-November, mainly affecting the iPhone 16 and iPhone 16 Plus. The cuts are very small and can be considered negligible. This might suggest that iPhone 16 and 16 Plus sales are somewhat lower than initially expected, but the overall impact is minor.

It's worth noting that demand for the standard iPhone 16 and 16 Plus has not seen significant improvement compared to last year. This deviates from earlier market expectations and could be related to the iPhone 15 series pricing strategy.

Despite this, the iPhone 16 Pro shipment volume is similar to last year's 15 Pro, but the current shipment time for the 16 Pro is shorter than the 15 Pro, indicating more efficient supply chain management. This could be due to the iPhone 16 Pro series featuring the new A17 chip and upgraded camera system, attracting certain high-end user groups.

Apple AI (AppleIntelligence) Launch to Be Crucial

Kuo also mentioned the upcoming launch of Apple AI (AppleIntelligence). AppleIntelligence is expected to launch in late October, and its impact on the US market will be observed.

Notably, the Chinese version of AppleIntelligence won't be available until 2025, which may dampen the enthusiasm of this crucial market for the iPhone 16 series in the early stages. The European version may roll out AppleIntelligence in phases throughout 2025, which could potentially affect Apple sales.

The launch of Apple AI will have a significant impact on the entire iPhone ecosystem. Its ability to effectively enhance user experience and generate more revenue for Apple will be a key focus for future observation.

iPhone 16 Series Stock Availability

Currently, the iPhone 16 series is available in stock in some regions. The Pro Max version, previously sold at a markup by scalpers, is also open for purchase, mainly in the original titanium and desert titanium colors. Other color options are still in high demand.

This indicates that the Pro Max version still has strong market demand, while standard and Plus models have ample supply.

Analyst Opinions

Some analysts are not optimistic about the iPhone 16 series. Barclay analysts Tim Long and George Wang mentioned in a report that the Chinese version of AppleIntelligence won't be available until 2025, which may dampen the enthusiasm of this crucial market for the iPhone 16 series early on. The European version may roll out AppleIntelligence in phases throughout 2025, which could potentially affect Apple sales.

They believe that the delayed launch of AppleIntelligence may decrease user enthusiasm for the iPhone 16, impacting Apple's overall sales performance.