Specifically, according to information from analyst Ming-Chi Kuo, Apple is adjusting its phone production orders, with the affected models being mostly the iPhone 16 and iPhone 16 Plus. The cuts will take place from the fourth quarter of 2024 to the second quarter of 2025.
Specifically: the biggest cut in Q4/2024, Ming-Chi Kuo estimates that Apple's partner will ship 80 million iPhone 16 (8 million less than planned and 4 million less than iPhone 15 last year).
In the first quarter of 2025, the number of assembled iPhones will decrease by 3 million units to 45 million units, and in the second quarter of 2025, it will continue to decrease by 2 million units to 39 million units.
According to the analysis, iPhone 16 sales will decline in the first half of 2025 due to reduced demand combined with the launch of the affordable iPhone SE 4. Therefore, the cut is reasonable.
In addition to the iPhone 16, Apple is also reportedly cutting Vision Pro orders and may stop production entirely by the end of the year (according to The Information). Some workers at the partner unit responsible for assembling Vision Pro revealed that they are "producing about half the number of products per day compared to peak periods".
Apple has yet to comment on the matter.
Source: https://kinhtedothi.vn/san-pham-cua-apple-bat-dau-het-hot.html
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