Ming-Chi Kuo: Apple has not placed additional orders for the iPhone 16 series, but stockpiles are estimated at 87 million units

Thanks to netizens Daniel Wu of South China and Brother Wuying’s Left Hand for submitting clues! According to news on July 19, Tianfeng Securities analyst Ming-Chi Kuo issued an investment briefing today, saying that after WWDC 2024 Global Developers, there were reports from time to time that Apple would increase orders for the iPhone 16 series. However, in view of the supply chain news from TSMC and Largan, All imply that Apple has not placed additional orders.

• TSMC: No sudden increase in shipments
• Largan: High-end model orders are similar to last year

Analysis of the reasons for additional orders from some suppliers

• EMS/ From an assembly perspective, the iPhone 16 order volume is about 87 million units, which is lower than the iPhone 15 order volume
• The order trends of TSMC and Largan are consistent with those of assembly manufacturers
• The increase in orders from individual suppliers may be related to specific reasons

"Apple It remains to be seen whether Intelligence drives iPhone 16 sales

• Apple Intelligence is currently only available in beta testing in the United States
• Apple Intelligence Siri only supports English
• It remains to be seen whether Apple Intelligence alone can drive replacement demand

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