Basing his evaluation on slipping ship instances from Apple’s ordering net web page, analyst Ming-Chi Kuo believes that Apple is seeing decrease demand for the high-end iPhone 16 fashions and better gross sales for the common iPhone 16, together with the iPhone 16 Plus.
Whereas these claims are solely based mostly on preliminary demand, Kuo claims Apple offered round 37 million models on the brand new iPhone’s first weekend. He says that that is down 12.7 p.c from the iPhone 15 lineup debut.
The iPhone 16 Plus, which begins at $899, is up 48 p.c over the iPhone 15 Plus from final 12 months, regardless of the whole new lineup retaining the identical worth factors. The common iPhone 16’s preliminary gross sales are up 10 p.c over the iPhone 15’s debut weekend.
In the meantime, the iPhone 16 Professional at a base worth of $999 is down 27 p.c in comparison with final 12 months, whereas the Professional Max — which begins at $1199 — is down 16 p.c, in response to Kuo’s evaluate. One issue that could be weighing into the debut ordering equation is the truth that all fashions shall be getting the much-hyped Apple Intelligence options as they roll out over the subsequent few months.
The truth that one of many marquee options of iOS 18 won’t be transport with the brand new models however will roll out in levels over the rest of 2024 and early 2025 may additionally be an element. That mentioned, the sturdy enthusiasm for the Plus mannequin, together with the smaller discount within the Professional Max’s gross sales, exhibits that many early adopters nonetheless do desire the larger-sized iPhones.
Kuo believes that Apple roughly doubled manufacturing on the preliminary iPhone 16 Professional Max mannequin in comparison with the iPhone 15 Professional Max, making ready some six million models forward of the debut. Apple tends to not talk about actual gross sales figures, and it’s too early to inform if demand will proceed within the present sample, or change as the brand new iPhones grow to be available in shops.
The upcoming vacation season is more likely to play an enormous function in early demand for all the new iPhone fashions. The combination of high sellers usually change by the tip of Apple’s fiscal first quarter.