As per the analyst Ming-Chi Kuo, Apple has lowered its 2024 iPhone shipment forecast for key upstream semiconductor components to about 2 billion units, a year-on-year decline of 15%.
In detail, the shipments of the iPhone 15 series and the new iPhone 16 series are expected to decline by 10-15% year-on-year in the first and second quarters of this year respectively. The reason for the significant decline is that the iPhone is facing “structural challenges ,” including The following two aspects:
“New design paradigm” for high-end mobile phones: AI (generative AI) mobile phones and foldable mobile phones. Ming-Chi Kuo also talked about his predictions for subsequent iPhone models. He predicts that Apple will launch new iPhone models with “significant design changes” and release more comprehensive and differentiated generative AI as early as 2025. ecology or application. Until then, the above-mentioned structural challenges may continue to be detrimental to Apple’s iPhone shipment momentum and ecological growth.
