Separately, Ming-Chi Kuo also shared predictions for the iPhone in 2024. The analyst says his latest supply chain survey shows Apple has “reduced its 2024 iPhone shipments of key upstream semiconductor components by approximately 200 million units.”
There may not be major changes in the design of the iPhone 16 series
- Kuo says Apple will not launch new iPhone models with significant design changes this year.
- A more comprehensive/differentiated GenAI ecosystem/applications will come to an iPhone model, likely called the iPhone 17, only in 2025.
- According to Kuo, foldable designs and generative AI features are the two biggest trends for high-end flagships at the moment.
- The analyst believes that Apple not introducing products focused on these trending features could result in a decline in iPhone shipments in 2024.
- Rumors suggest notable hardware change coming to the iPhone 16 lineup'capture button'For video-related actions.
- According to reports, the button will respond to pressure and touch. For example, users will be able to zoom in and zoom out in the camera app by swiping left and right on the button.
- Features of iPhone 16 Pro and Pro Max have been revealed Larger 6.3-inch and 6.9-inch displays The size, compared to the 6.1-inch and 6.7-inch displays on the iPhone 15 Pro and iPhone 15 Pro Max.
In a new investor note, an Apple analyst says his latest supply chain survey shows Apple has reduced its 2024 iPhone shipments of key upstream semiconductor components by about 200 million units. According to Kuo, this represents a decline of about 15 percent year-on-year in iPhone shipments.
“iPhone 15 series and new iPhone 16 series shipments will decline by 10-15% in 1H24 and 2H24, respectively (compared to iPhone 14 series shipments in 1H23 and iPhone 15 series shipments in 2H23, respectively). iPhone faces structural challenges that will lead to a significant decline in shipments in 2024, including the emergence of a new paradigm in high-end mobile phone design and a continued decline in shipments in the Chinese market.
The decline includes factors such as a slowdown in iPhone sales in China and a lack of notable design and software innovations, the analyst says. “Apple's weekly shipments to China have declined 30-40% year-on-year in recent weeks,” Kuo said.