Analyst Ming-Chi Kuo Posts On X "iPhone 16 Shipment Updates; 1. Assembly Orders Almost Remain Unchanged. Suppliers Had Been Asked to Continue Producing Two Pro Models During China's National Day Holiday, Indicating That Demand for the Pro Models Has...
Analyst Ming-Chi Kuo Posts On X "iPhone 16 Shipment Updates; 1. Assembly Orders Almost Remain Unchanged. Suppliers Had Been Asked to Continue Producing Two Pro Models During China's National Day Holiday, Indicating That Demand for the Pro Models Has...
4. The 16 Pro's shipments are similar to last year's 15 Pro, but it's worth noting that the current shipping times for the 16 Pro are shorter than those of the 15 Pro. Analyst Ming-Chi Kuo Posts On X "iPhone 16 Shipment Updates; 1. Assembly Orders Almost Remain Unchanged. Suppliers Had Been Asked to Continue Producing Two Pro Models During China's National Day Holiday, Indicating That Demand for the Pro Models Has Generally Met Expectations so Far. 2. Some Component Orders for Mid-November Onwards Have Been Slightly Reduced (Mainly for the 16 Base Model and 16 Plus), but by Less Than 3-5%, Which Is Essentially Negligible...."
分析师郭明錤在X上发布了"iPhone 16装运更新；1. 组装订单几乎保持不变。在中国国庆期间，供应商被要求继续生产两个Pro型号，表明迄今为止Pro型号的需求基本符合预期。2. 从11月中旬开始，一些零部件订单已经略有减少（主要是16基础型和16 Plus），但不到3-5%，基本上可以忽略不计...."
1. Assembly orders almost remain unchanged. Suppliers had been asked to continue producing two Pro models during China's National Day holiday, indicating that demand for the Pro models has generally met expectations so far.
1. 组装订单几乎保持不变。供应商被要求在中国国庆节期间继续生产两个Pro型号，表明迄今为止Pro型号的需求基本符合预期。
2. Some component orders for mid-November onwards have been slightly reduced (mainly for the 16 base model and 16 Plus), but by less than 3-5%, which is essentially negligible.
2. 从11月中旬开始，一些零部件订单已经略微减少（主要是16基础型和16 Plus），但不到3-5%，基本上可以忽略不计。
3. Demand for the 16 base model and 16 Plus remains lackluster compared to last year.
3. 与去年相比，16基础型和16 Plus的需求仍然乏善可陈。
4. The 16 Pro's shipments are similar to last year's 15 Pro, but it's worth noting that the current shipping times for the 16 Pro are shorter than those of the 15 Pro.
4. 16 Pro的装运量与去年的15 Pro类似，但值得注意的是16 Pro目前的发货时间比15 Pro的要短。
5. The next focus will be the impact on U.S. market demand/shipments after Apple Intelligence becomes available in late October.
5. 下一个焦点将是Apple Intelligence在10月底上线后对美国市场需求/装运量的影响。
6. I maintain my previous production estimate for the iPhone 16 at 88-89 million units for 4Q24, slightly lower than last year's 90-91 million units.
6. 我保持对iPhone 16在第四季度24的产量估计为8800-8900万部，略低于去年的9000-9100万部。
