After Counterpoint Analysis revealed that the iPhone 15 sequence isn’t performing as anticipated in China, one other analyst has reiterated that Apple is dealing with a “chilly market” within the nation, as Huawei’s newest launch has “far exceeded expectations within the nation.”
In accordance with Haitong Worldwide Securities analyst Jeff Pu (through ITHouse), the demand for the iPhone 15 sequence was slower than the iPhone 15 sequence in the identical interval. Though the iPhone 15 Professional Max is the most well-liked mannequin, adopted by the iPhone 15 Professional, demand for the common fashions is weaker in China.
Since China accounted for 22% of Apple’s whole iPhone shipments within the first half of the yr, it means a 4.5% decline would imply a lack of roughly 12 million iPhone gross sales within the nation.
That being mentioned, the iPhone 15 sequence remains to be successful within the US and India, and it additionally expects a “season restoration” in European markets.
iPhone 16 tidbits
On this notice to traders, Jeff Pu additionally reiterates a couple of predictions he already made for the iPhone 16, in addition to provides different particulars. For instance, he expects a quicker 5G modem for the iPhone 16 Professional fashions, Wi-Fi 7 help, and a brand new 48 MP ultra-wide-angle lens. For the common fashions, they are going to get Wi-Fi 6E, which is unique to the iPhone 15 Professional sequence.
With subsequent yr’s launch, Apple received’t make a weaker A17 Professional chip however as an alternative announce an A18 and A18 Professional processors for the upcoming fashions.
Not like Kuo, Pu says the A17 Professional chip has a poor chip design, which is why the present Professional telephones have been overheating. Regardless of being manufactured on a 3nm course of, it isn’t way more highly effective or environment friendly than its predecessor.
Since TSMC makes use of an unique manufacturing course of known as N3B for Apple, it’s the upcoming N3E course of, which any model might use, that may carry actual enhancements, corresponding to increased clock speeds and decrease energy consumption. Each A18 and A18 Professional will use this new manufacturing course of for the iPhone 16 sequence, the analyst notes.