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...."
分析師郭明錤在X上發佈了"iPhone 16裝運更新；1. 組裝訂單幾乎保持不變。在中國國慶期間，供應商被要求繼續生產兩個Pro型號，表明迄今爲止Pro型號的需求基本符合預期。2. 從11月中旬開始，一些零部件訂單已經略有減少（主要是16基礎型和16 Plus），但不到3-5%，基本上可以忽略不計...."
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. 組裝訂單幾乎保持不變。供應商被要求在中國國慶節期間繼續生產兩個Pro型號，表明迄今爲止Pro型號的需求基本符合預期。
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. 從11月中旬開始，一些零部件訂單已經略微減少（主要是16基礎型和16 Plus），但不到3-5%，基本上可以忽略不計。
3. Demand for the 16 base model and 16 Plus remains lackluster compared to last year.
3. 與去年相比，16基礎型和16 Plus的需求仍然乏善可陳。
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的裝運量與去年的15 Pro類似，但值得注意的是16 Pro目前的發貨時間比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. 下一個焦點將是Apple Intelligence在10月底上線後對美國市場需求/裝運量的影響。
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. 我保持對iPhone 16在第四季度24的產量估計爲8800-8900萬部，略低於去年的9000-9100萬部。
