It is claimed that the iPhone 16 did not see the expected demand during its release period. The reason for the allegations is shown to be Apple’s reduction in parts supply.
Among the highlights of the iPhone 16 launch artificial intelligence features and new buttons, and in general the phone did not manage to excite users. According to Barclays’ claim, Apple is at the launch of iPhone 16 Behind iPhone 15 remained.
According to Barclays, Apple will purchase from a Taiwanese supplier semiconductor partsIt reduced its order by 3 million units. It is stated that this situation, revealed in the latest supply chain controls, means a 15% decrease on an annual basis for Apple’s iPhone 16. Well iPhone 16 Its performance lags behind the iPhone 15.
iPhone production reached 51 million
According to production reports covering July, August and September, Apple 51 million units will reach production. However, he states that the company’s December 2024 production will not be high enough. According to Barclays “Phased rollout of Apple Intelligence”, “Limited AI adoption outside the US” And “hardware differentiation lackReasons such as “seem to have an impact on the lack of demand.
On the other hand, delivery changes do not always mean lower sales rates. Although production data is important, changes in orders do not always show clear results. Apple will report fourth-quarter 2024 earnings early next month. First quarter of 2025 numerals It will be determined in February 2025.
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Source :
https://9to5mac.com/2024/10/01/apple-cuts-iphone-16-orders-at-key-supplier-barclays-claims/