iPhone 15 demand does not look promising. More iPhone 16 rumors

We’ve heard a lot about demand for the iPhone 15 in recent weeks, especially in China. Looking for a Bloomberg Jeff Poe, an analyst from Haitong International Securities, confirmed the news. He also shared more hints about what to expect from the iPhone 16 series.

Demand for iPhone 15 in China is not strong enough

In a note to investors seen by 9to5MacJeff Poe noted that demand for the iPhone 15 is lower than the demand for the iPhone 14 during the same period last year. Not surprisingly, the iPhone 15 Pro Max is the most popular model among customers, followed by the iPhone 15 Pro. When it comes to the iPhone 15 and iPhone 15 Plus, demand is weaker.

Pu notes that it’s easy to find cheaper models with immediate availability in stores around the world. Of course, each region has its own characteristics and there is a lot going on in China right now.

In China, the iPhone faces tough competition from Chinese smartphones, especially the Huawei Mate 60. The phone has a 6.8-inch display with ultra-thin bezels, high-resolution cameras, and a 5,000 mAh battery. Prices start at 5,999 (about $819), which is $200 less than the iPhone 15 Pro.

In 2019, Huawei sold 240 million smartphones, 100 million of which were in China alone. However, shipments declined significantly in the following years due to US sanctions. But demand for Huawei’s latest smartphones in China is “much stronger than expected,” according to Pu.

For Apple, this is certainly a risk. China will account for 22% of all iPhone sales in the first half of 2023, making it one of the most important regions for Apple. Assuming a 4.5% decrease in the iPhone market share in this country, this figure has lost about 12 million iPhone sales.

Tim Cook in China: iPhone 15 demand does not look promising

At the same time, iPhone sales remain strong in the US, and Apple is also betting on increased interest in premium smartphones in India, as well as a “seasonal recovery” in the European market to balance the scales.

iPhone 16 rumors

A few days ago, Jeff Poe already shared some details about what to expect from the iPhone 16. According to this analyst, next year’s Pro models will be equipped with a faster 5G modem, 7 and a new 48-megapixel Wi-Fi. In contrast to the ultra-wide lens, the iPhone 16 and iPhone 16 Plus will receive some of the technologies introduced with the iPhone 15 Pro, such as Wi-Fi 6e.

Following last year’s trend, Apple put the A16 Bionic chip from the iPhone 14 Pro into the regular iPhone 15, while the iPhone 15 Pro received the new 3nm A17 Pro chip. Because of the Pro name, many believed that Apple would develop a non-Pro version of its chips for mid-range iPhones in the future, and it appears that this is the case.

However, Pu reported that instead of designing a low-power chip based on the A17 Pro, all iPhone 16 models will use chips from the A18 family.

Apple A17 Pro chip

The analyst highlighted all of the iPhone 15 Pro’s overheating issues, and to him, part of the issue is due to the poor design of the A17 Pro chip, which despite being built into the infrastructure, isn’t exactly that much more powerful or efficient than its predecessor. . 3nm process

In particular, the A17 Pro manufactured by TSMC is based on a manufacturing process called “N3B”. This process has been developed specifically for Apple chips, while the N3E process, which will be available to all TSCM customers, is not yet ready. However, N3E will bring some improvements such as higher clock speed and lower power consumption.

For this reason, this analyst believes that Apple will make the A18 and A18 Pro chips for the iPhone 16 models, both of which are based on the N3E process. Even before the introduction of the iPhone 15 Pro, there were rumors that Apple did not plan to use N3B chips for long and would switch to N3E in 2024.

Apple Vision Pro

Apple Vision Pro

Jeff Poe also talked about the Apple Vision Pro in the same note. His sources in Apple’s supply chain revealed that the company expects to ship somewhere between 400,000 and 500,000 units of the headset in 2024, far less than first expected.

However, with the growing interest in AR/VR devices, Apple Vision could become a strong platform in the future, especially with the introduction of a cheaper model.

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