Barclays sees Apple delivery 51 million iPhone 16 collection models by the top of 2024
Bloomberg’s Gurman says that we might see two new iPad Air tablets early subsequent yr. | Picture credit-PhoneArena
However the Barclays analysts blame the staggered Apple Intelligence rollout, the “restricted adoption of AI outdoors of the U.S.,” and the “lack of {hardware} differentiation” as the reason why the 2024 fourth-quarter ending in December “appears to be like more and more in danger” for shipments of the iPhone 16 line.
“We expect Sep-Q iPhone models are on observe for 51M as the most effective case (consensus and Barclays each at 51M for Sep-Q estimate), assuming some channel fill in line or higher vs. final yr resulting from extra promoting days. We consider July and August sell-through has been flattish Y/Y.
This was performed as a result of the brand new OLED screens used on the M4 iPad Professional fashions precipitated Apple to lift the value of its top-of-the-line tablets and it needed to present customers a lower-priced choice for each an 11-inch and 13-inch iPad fashions. Gurman says that subsequent yr might convey refreshed variations of the iPad Air codenamed J607 and J637 for the 11-inch and 13-inch fashions, respectively. Individuals educated of the matter advised Gurman that Apple would even be engaged on a brand new Magic Keyboard for the iPad Air tablets with the codenames R307 (11-inch) and R308 (13-inch).
Will the iPhone SE 4 help Apple Intelligence?
The brand new look iPhone SE 4 could have an enormous design shakeup. In any case, the iPhone SE 3 was primarily based on the look of the iPhone 8 which had a house button, Contact ID, and featured an LCD show. We anticipate to see the iPhone SE 4 launched early subsequent yr, presumably through the first quarter. However earlier than all of this takes place subsequent yr, we might see a brand new iPad mini, codenamed J410, hit the market by the top of this yr. The final iPad mini launched was the sixth-generation mannequin on September 24, 2021.
