Analyst Ming Chi Kuo, citing supply chain sources, said that most of the cuts will affect the standard iPhone 16 instead of the iPhone 16 Pro. The iPhone 16 Pro has a better screen, better camera, and is more popular with users.

kvqm6b3c.png
Apple reduces iPhone 16 orders in Q4/2024 and Q1/2025. Photo: 9to5mac

As a result, iPhone 16 production in the second half of 2024 will be around 84 million units, according to Mr. Kuo. He predicts that Apple's partners will produce 80 million iPhones in the fourth quarter, down from 84 million units a year ago.

Expected output for Q1/2025 and Q2/2025 is 45 million units and 39 million units, respectively, down from 48 million units and 41 million units.

Therefore, iPhone revenue may face pressure in the first half of next year due to reduced shipments and the launch of the iPhone SE 4. Experts believe that Apple will mass produce the next version of the low-cost iPhone SE in December.

The iPhone SE 4 is rumored to have the same design as the standard iPhone 14, including a 6.1-inch OLED screen, Face ID, A-series chip, USB-C port, 48MP rear camera, 8GB RAM enough to run Apple Intelligence and a 5G chip designed by Apple.

He expressed optimism about Apple Intelligence's long-term potential but said the iPhone requires more hardware innovation if it is to achieve significant growth.

The Apple Intelligence feature set will come to iPhone users via the iOS 18.1 update. It is only available for iPhone 15 Pro and later, allowing for summarizing messages, emails, automatic replies...

(According to CNBC, MacRumors)