The holiday season may bring weaker-than-expected demand for Apple’s new phones, it said.
Ming-Chi KuoThe well-known analyst writes: “iPhone 16 orders for the fourth quarter of 2024 to the first half of 2025 have decreased by about 10 million units. Most of this drop in demand is related to non-pro models. For this reason, iPhone 16 production for the second half of 2024 is now estimated at 84 million units (down from about 88 million units previously).
Quo In a post on X He explained that the reduction of 10 million units includes three full seasons; From the end of 2024 to the first half of 2025. This whistleblower had previously stated that demand for the iPhone 16 series seemed strong from the start and was moving in line with expectations. However, the drop in orders shows that the anticipated decline in demand is coming at one of Apple’s busiest times of the year.
As Kuo points out, the main factors behind the decline in demand are the basic iPhone 16 and iPhone 16 Plus models. Although this year’s regular models have become stronger compared to the iPhone 15 series and support Apple’s intelligence, it seems that Apple phone buyers still prefer to choose iPhone 16 Pro and iPhone 16 Pro Max.
