Ming-Chi Kuo writes in a new report that the expectation that Apple Intelligence will boost iPhone 16 sales “is very optimistic”
Apparently, Apple Intelligence won’t pull the strings regarding a possible increase in iPhone 16 orders. Ming-Chi Kuo says Apple Intelligence’s expectations and iPhone 16 sales are too optimistic in a new report based on. information on direct revenues of TSMC and Largan, Apple suppliers dedicated to iPhone components. On behalf of the Taiwan-based company, no increase in unit growth was observed and from the second There is no variation in orders for high-end models compared to last year
iPhone 16 orders may be lower than iPhone 15
According to the analyst known for leaking information about Apple, iPhone 16 orders for the second half of 2024 will reach 87 million unitswell below the 91 million units compared to the iPhone 15 over the same period but in 2023. Kuo points out that there could be an increase in production but dedicated to limited suppliers although it is closed to one aspect of the individual components.
Regarding the general expectation that Apple Intelligence will help sales of the new iPhone 16, Kuo looks doubtful. for a compelling reason: Apple’s AI will only be limited to US English. In his experience, users and consumers expect Apple Intelligence, but the reality is that it should be taken with a grain of salt. It should also be taken into account that it will be released as a beta feature.
iPhone 16 design concept
Bloomberg Remains With High Expectations for iPhone 16 Shipments to Increase
Bloomberg recently reported that Apple will increase shipments of its iPhone 16 thanks to Apple AI. A key factor in this 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.
Predictions and expectations surround that Apple will sell more iPhones and that will mean a new era in which its chips can exploit their full potential.
Apple Intelligence will harness the true potential of the iPhone
We will also have to see the evolution in terms of sales in different territories of the world.. On the one hand, in the EU because Apple Intelligence will not be available at the moment. On the other hand, and which could be linked to the regulation, Artificial Intelligence Agreement for Users in China.
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 we don’t see promising progress on these challenges. Will Apple manage to conclude 2024 with these 3 challenges solved or will it need a little more time?
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