Sources say Apple's iPhone 16 series mobile phone stockpiles have increased to 95 million units

2. Industry insiders pointed out that the Apple Intelligence function launched by Apple at WWDC 2024 can only be fully experienced on iPhone 15 Pro / Pro Max and subsequent models, which is expected to stimulate users’ demand for replacement. The industry originally estimated that Apple will The inventory of new iPhone 16 series mobile phones is about 92 million to 95 million units, and it currently seems expected to reach more than 95 million units.
3. Insiders believe that Apple's two major supply chains, TSMC and Hon Hai, will benefit from iPhone 16 production. It is expected that the operating revenue in the second half of the year will be significantly stronger than that in the first half, while Zhending, Xinxing, Huatong, Taijun, Yao Supply chain companies such as Huahua and Jingshuo have also benefited from it, and the peak season effects can be expected.
4. Refer to IT House’s July 9 report that Foxconn, Apple’s main foundry, has started recruiting workers during the peak season. It is reported that the current hourly wage at the Foxconn factory in Zhengzhou Airport has been increased to 25 yuan, and Foxconn's factory in Longhua, Shenzhen has also begun large-scale recruitment.
5. However, there are still uncertainties for the Apple iPhone 16 series in the Chinese market. The official partner of Apple Intelligence has not been announced, and sources say that no relevant cooperation agreement has been reached yet.
6. There are also problems with the promotion of Apple Intelligence in the European market. This feature will only support US English in the initial stage of launch, and the iPhone 16 series will not be launched in the EU market after it is launched. Apple said in June that it needed more time to consider how to make Apple Intelligence compliant with the requirements of the Digital Markets Act.

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