There is no iPhone 16 “super cycle,” according to well-known Apple rumor monger Ming-Chi Kuo. The analyst shared his data, which he collected from a supply chain survey and pre-order results from Apple’s official websites.
And the numbers paint a bleak picture for Apple. Pre-orders for iPhone 16 series opening weekend is estimated to be around 37 million units, down 12.7% year-over-year from iPhone 15 familyfirst weekend sales. And this despite the fact that first weekend sales for iPhone 16 And iPhone 16 Plus increased year-on-year.
Demand for iPhone 16 Pro And About Max below expectations, despite Apple being very optimistic about the Pro Max's prospects and the increase in shipments before pre-orders began (compared to 15 About Max).
Kuo speculates that the disappointing performance of the Pro models is due to the fact that Apple Intelligence features won't be launching with them this Friday. September 20and instead there will be supplied in batchesstarting in October and continuing until next year. It is also said that there is intense competition in the Chinese market, which affects the demand for iPhones there.
That said, Kuo doesn't expect any production cuts, at least for now, saying that sales of the Pro models will improve after Apple Intelligence is released. The holiday shopping season could also help.