Ming-Chi Kuo writes in a new report about Apple Intelligence’s expectation that it will increase iPhone 16 sales “is very optimistic”
Apple Intelligence is apparently not going to pull any strings regarding a possible increase in iPhone 16 orders. Ming-Chi Kuo Says Apple Intelligence Expectations for iPhone 16 Sales Are Too Optimistic in New Report based on Direct earnings information from Apple suppliers TSMC and Largan dedicated to iPhone components. On the part of the Taiwan-based company, no increase in unit growth was seen and on the part of the second There is no variation in orders for high-end models compared to last year.
The number of orders for the iPhone 16 could be lower than for the iPhone 15
According to the analyst known for leaking news about Apple, iPhone 16 orders for the second half of 2024 will be 87 million unitswell below the 91 million units of the iPhone 15 in the same period but in 2023. Kuo notes that there may be an increase in production but dedicated to limited suppliers Although it is limited to an aspect of individual components.
On the widespread expectation that Apple Intelligence will promote sales of the new iPhone 16, Kuo is doubtful for a compelling reason: Apple’s AI will only be limited to US English. Based on his experience, there is indeed an expectation from users and consumers regarding Apple Intelligence, but the reality is that this should be taken with caution. Also keep in mind that it will be released as a beta feature.will still be in development when iOS 18 is released to all users.
Bloomberg maintains high expectations regarding increased shipments of the iPhone 16
Bloomberg Apple recently indicated that Apple would increase shipments of its iPhone 16 due to Apple AI. A key factor in this situation is the compatibility of Apple Intelligence on devices, in the case of the iPhone it will only be compatible with the iPhone 15 Pro, iPhone 15 Pro Max and the upcoming iPhone 16 series.
The forecast and expectation surrounds that Apple will sell more iPhones and that will mean a new era in which their chips will be able to exploit their full potential.
We will also have to see the movement in terms of sales in different territories of the world.. On the one hand, in the EU because Apple Intelligence will not be available for the time being. On the other hand, and which could be linked to regulations, The artificial intelligence agreement for Chinese users.
From here we see that Apple will have to face 3 different challenges that converge with the iPhone 16: Europe, China and the availability of Apple Intelligence in other languages.. The iPhone 16 and its sales could collapse if there is no promising progress on these challenges. Will Apple be able to finish 2024 with these 3 challenges solved or will it need a little more time?
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