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According to an analysis by Barclays, Apple has reduced orders for the iPhone 16 by about three million units. The order cut affects a key semiconductor supplier and is expected to impact the December quarter.
Barclays analysts believe these cuts indicate a decline in demand for the iPhone 16 (via 9to5macThey estimate that demand is down about 15% year-on-year. One reason for this could be the "staggered rollout of Apple Intelligence," which is still ongoing outside the US. Additionally, a lack of significant hardware differences between the iPhone 16 and the previous model is cited as another factor that could affect demand.
production figures in the September quarter
Despite the cut for the December quarter, analysts at Barclays see the September quarter on track. They expect Apple to have shipped about 51 million iPhone units in the July-September months, in line with previous forecasts. This is also because the iPhone 16 had two additional sales days in September compared to the iPhone 15.
uncertainty for the December quarter
However, the December quarter, traditionally a strong sales period, looks uncertain due to recent order cuts. Barclays warns of possible supply declines and cites reduced demand as a key reason. In particular, the shorter waiting times for orders compared to the iPhone 15 could be a sign of weaker demand, according to Barclays.
Demand for the iPhone 16 weaker than expected?
Overall, the information from Barclays suggests that Apple is preparing for lower demand for the iPhone 16. However, whether these cuts are actually due to demand issues or whether other factors are at play remains to be seen. If you are planning to buy an iPhone 16, you will likely be able to quickly to your desired model (Image: Apple)
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