iPhone 16 Pro demand lower than expected – Ming-Chi Kuo

iPhone 16 Pro and iPhone 16 Pro Max
TF International Securities’ analyst Ming-Chi Kuo compiled key data on iPhone 16 lineup’s first-weekend pre-orders for each model, including pre-order sales, average delivery times, and shipments before pre-order based on his latest supply chain survey and pre-order results from Apple’s official websites.
Ming-Chi Kuo via Medium:
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iPhone 16 series first-weekend pre-order sales are estimated at about 37 million units, down about 12.7% YoY from last year’s iPhone 15 series first-weekend sales. The key factor is the lower-than-expected demand for the iPhone 16 Pro series…
One of the key factors for the lower-than-expected demand for the iPhone 16 Pro series is that the major selling point, Apple Intelligence, is not available at launch alongside the iPhone 16 release. Additionally, intense competition in the Chinese market continues to impact iPhone demand.
While first-weekend sales of the iPhone 16 Plus and standard version were up YoY, their impact on total iPhone shipments is limited.
Despite the YoY decline in first-weekend pre-order sales of the iPhone 16 Pro series, the supply chain’s production plans are unlikely to change significantly in the near term. Apple still has opportunities to improve sales through the release of Apple Intelligence and peak season promotions (year-end holiday season in America and Europe and Double 11 in China). These factors will be key points to watch for changes in iPhone demand.

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MacDailyNews Note: Kuo believes that, if the rollout of Apple Intelligence features fails spur demand, “Apple will implement more aggressive iPhone product strategies in 2025 to stimulate market demand.”

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