The iPhone 16 and 16 Plus are facing disappointing demand, and according to the latest report from longtime Apple analyst Ming-Chi Kuo, Apple would cut orders by up to 10 million units between now and the first half of next year .
Total production of the iPhone 16 series for Q4-24 is expected to be 80 million units. That’s down from the previous estimate of 84 million, which in turn represented a decrease from the 90-91 million units for the iPhone 15 series last year. Production of the iPhone 16 series is expected to drop to 45 million units in the first quarter of 2025 and 39 million units in the second quarter of 2025.
Kuo also reiterated his pessimistic views on Apple Intelligence as a demand driver for the iPhone 16 series. In related news, Kuo suggests that production of the iPhone SE4 will begin in December, with Apple aiming to produce around 8.6 million of units of its next affordable device between then and Q1’25.
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