Kuo: Apple has cut iPhone 16 orders by ~10M units for Q4 2024 and H1 2025, mostly non-Pro models, and plans 8.6M iPhone SE 4 units from December 2024 to Q1 2025
- iPhone 16 orders were cut by around 10M units for 4Q24-1H25, with most of the cuts affecting non-Pro models.
Kuo: Vision Pro demand is higher than Apple originally expected, with US shipments expected to hit 200-250k units this year; return rates are now below 1%
Analyst Ming-Chi Kuo believes that Vision Pro demand is higher than Apple originally expected, with US shipments expected to hit 200-250k units this year.
Kuo estimates iPhone 14 Pro and iPhone 14 Pro Max shipments in Q4 to be 70M-75M, vs. the 80M-85M consensus, and thinks demand may “disappear” due to a recession
Kuo estimates iPhone 14 Pro and iPhone 14 Pro Max shipments in Q4 to be 70M-75M, vs. the 80M-85M consensus, and thinks demand may “disappear” due to a recession
The supply and production issues plaguing the iPhone 14 Pro and iPhone 14 Pro Max are no secret at this point.
Kuo predicts that, in the next three to five years, Apple may be able to supply the US market, or ~25% of global shipments, from assembly sites outside of China
Apple analyst Ming-Chi Kuo is out today with some new predictions on how Apple can continue to reduce its reliance on China.
Kuo: iPhone 13 mass production will return to Apple's usual timeframe and will not face the delays that the iPhone 12 lineup faced
While the iPhone 12 lineup launched later than usual due to the COVID-19 pandemic, analyst Ming-Chi Kuo today forecasted that mass production …
Kuo: shipments of Apple's mmWave-enabled 5G iPhones could be several million units lower than expected this year and next, due to the impact of the pandemic
Apple's upcoming iPhone 12 models will all include 5G support, and several rumors have suggested that some if not all the new iPhones coming …
Kuo says Apple may not include wired EarPods in iPhone 12 box to boost AirPods sales, and raises AirPods sales estimates for 2020 from 80M to 93M units
According to the latest report from analyst Ming-Chi Kuo, Apple may not include the wired EarPods headphones in the box of the iPhone 12.
Kuo: Apple postpones iPhone SE Plus release from H1 to H2 2021, seeing a dip in demand for iPhones and production delays across the upcoming iPhone 12 models
Chance Miller / 9to5Mac :
Kuo: iPhone production will not significantly improve before Q2, as suppliers like lens manufacturer Genius Electronic Optical struggle to keep up amid COVID-19
Frank McShan / MacRumors :