The iPhone 16 Pro was on par with its predecessors in terms of demand, but the iPhone 16 is selling worse

Well-known TF Securities analyst Ming-Chi Kuo released fresh data on sales of Apple iPhone 16 series smartphones. He reported on Wednesday via social network X that sales of the iPhone 16 Pro and Pro Max are in line with expectations and are currently at iPhone 15 Pro and Pro Max shipments last year. However, demand for the basic iPhone 16 and 16 Plus is still weaker than for the iPhone 15 and 15 Plus.

Image Source: Apple

The analyst noted that the volume of shipments of the iPhone 16 Pro is the same as last year for the iPhone 15 Pro, but the shipment time of the 16 Pro is shorter than that of the 15 Pro – less time passes from the moment of order to receipt of the goods.

According to Ming-Chi Kuo, Apple has barely changed the volume of orders for smartphone assembly. However, contractors like Foxconn have been asked to continue producing two iPhone 16 Pro models even during China’s Independence Day celebrations, further confirming the high demand for these models. According to the analyst, orders for some iPhone components have been reduced since mid-November (mainly for the base iPhone 16 and 16 Plus models), but only slightly, by less than 3-5%.

Ming-Chi Kuo noted that he will monitor how demand and shipments in the US market will be affected by the launch of Apple Intelligence AI functions, which will become available on October 28 with the release of iOS 18.1.

The analyst also said he maintained his previous iPhone 16 production volume estimate of 88-89 million units in the fourth quarter of 2024, down slightly from last year’s iPhone 15 shipments of 90-91 million units in the same period.