Clip art courtesy of Mike Wheatley
In a new Medium post, analyst Ming-Chi Kuo says his latest supply chain survey indicates that Apple has lowered its 2024 iPhone shipments of key upstream semiconductor components to about 200 million units — down 15% year-over-year (YoY).
He says Apple may have the most significant decline among the major global mobile phone brands in 2024. Here are some key points from his report:
° iPhone 15 series and new iPhone 16 series shipments will decline by 10–15% YoY in 1H24 and 2H24, respectively (compared to iPhone 14 series shipments in 1H23 and iPhone 15 series shipments in 2H23, respectively).
° The iPhone faces structural challenges that will lead to a significant decline in shipments in 2024, including the emergence of a new paradigm in high-end mobile phone design and the continued decline in shipments in the Chinese market.
° It is expected that Apple will not launch new iPhone models with significant design changes and the more comprehensive/differentiated GenAI ecosystem/applications until 2025 at the earliest. Until then, it will likely harm Apple’s iPhone shipment momentum and ecosystem growth.
Apple has renewed discussions with OpenAI about using the startup’s artificial intelligence (AI) technology to…
I haven’t gotten a survey, but MacRumors reports that Apple has been soliciting Vision Pro…
Here are the top Apple-related articles at Apple World Today for the week of April…
Hours of lecture can be boring to students at any age. Concentration will dwindle with…
Relive the golden age of gaming with the My Arcade Atari Game Station Pro video…
In a new promotion, Apple has announced that you can get Star Wars: Galaxy of…