IPhone 16 Failed To Reach Super Cycle, Sales No Higher Than The IPhone 15?

JAKARTA - Speculation about the huge spike in sales of the iPhone 16 triggered by the Apple Intelligence feature appears to be starting to fade. Renowned analyst Ming-Chi Kuo reports that component orders for the iPhone 16 from key suppliers such as Largan and TSMC do not show a significant increase compared to the iPhone 15.

Kuo noted that orders for the iPhone 16 unit only reached 87 million units for the second half of 2024, while iPhone 15 orders in the same period last year reached 91 million units. This raises great doubts about the possibility of a super cycle occurring for the iPhone 16.

Earnings calls from major suppliers also indicate the same. Neither Largan nor TSMC stated any spike in demand indicating a major increase in sales of this latest iPhone.

Previous reports mentioned that many new Apple Intelligence features will not be released until early 2025, meaning there will be no major boost for sales this fall. Currently, only the iPhone 15 Pro and iPhone 15 Pro Max can run Apple Intelligence, in the hope that the entire iPhone 16 line will be able to run this technology.

However, without the launch of the feature in the fall, demand is not expected to change drastically. Based on orders from supply chains, it seems that Apple is also not planning a super cycle for the iPhone 16, at least for now.

Will the iPhone 16 remain a favorite choice for consumers or will it fail to attract market interest as expected? We'll just have to wait for further developments.