iPhone 16 may not see super cycle after all, according to analyst report
Earnings calls from key iPhone suppliers suggest iPhone 16 isn't being ordered in any greater quantity than iPhone 15, bringing the rumored Apple Intelligence spurred super cycle into question.
![A render of the iPhone 16 on a table under a TV next to a guitar](https://photos5.appleinsider.com/gallery/60429-124274-iPhone-16-table-2-xl.jpg)
iPhone 16
Analysts have been connecting the dots since WWDC to suggest iPhone 16 could drive significant sales due to Apple Intelligence demand. However, the speculation isn't allegedly being reflected in parts orders from key suppliers.
A new post from long-time supply chain analyst and Apple leaker Ming-Chi Kuo says Largan and TSMC commented on part demand during their earnings calls. Both said they hadn't seen a demand spike that would indicate an upcoming iPhone super cycle.
In fact, Kuo says orders for iPhone 16 units at 87 million units for the second half of 2024 haven't surpassed iPhone 15 orders at 91 million units for the same time period in 2023. Parts manufacturers have seen consistent orders.
A previous industry report suggested that Apple wouldn't release many Apple Intelligence features until early 2025. So, it seems unlikely that demand would spike in the fall thanks to an iPhone feature that isn't widely available outside of betas.
The iPhone 15 Pro and iPhone 15 Pro Max are the only existing iPhones that can run Apple Intelligence. It is believed that the entire iPhone 16 lineup will be able to run Apple's AI, driving sales.
However, without an Apple Intelligence launch in the fall, demand isn't expected to change. Given supply chain orders, at least according to Kuo, it seems Apple isn't planning for a super cycle either.
Read on AppleInsider
Comments
I don’t believe that Apple Intelligence will
become a salient part of the phone until around iPhone 17 or 18.
all in all, AI lawsuits will determine how soon we see Apple Intelligence.
by the way, I’ve heard the hype about artificial intelligence over 30 years ago. I don’t have real interest in some “bot” taking over what I want to do on my phone and interrupting me. Hopefully there is an off switch in future iOS versions.
That said, in a few years the iPhone will turn twenty. Perhaps a collector item. Even if it’s not, I think there will be high sales and the somewhat obvious name would be iPhone XX
So essentially what’s left are mostly cosmetic changes and iterative improvements to existing apps and systems that look more like a point release update. Which is still very welcome, but not the major change that the Apple marketing machine has promised.