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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.
iPhone 16
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.
Go Here to Read this Fast! iPhone 16 may not see super cycle after all, according to analyst report
Originally appeared here:
iPhone 16 may not see super cycle after all, according to analyst report
