We are a calendar month past the introduction of the iPhone 16 and it ’s time to survey some surprising consequence for this year ’s equipment .
First , what if they discombobulate an iPhone launch and it was not immediately followed by monolithic supplying cut ( because no one buy iPhones anymore , too popular ) ? In a unexampled post on hug drug , supply chain psychoanalyst Ming - Chi Kuo provides a variety of updates on iPhone 16 shipments :
iPhone 16 cargo updates1 . Assembly orders almost remain unaltered . Suppliers had been asked to uphold producing two Pro models during China ’s National Day holiday , indicating that demand for the Pro models has broadly speaking met expectations so far.2 . Some component orders …
You ’re a lax carom , Ming - Chi Kuo ! You go off the book one more sentence and I ’ll have your badge !
The 16 Pro ’s shipments are similar to last year ’s 15 Pro , but it ’s worth mention that the current shipping multiplication for the 16 Pro are shorter than those of the 15 Pro .
Sir , this is not how we do things . Please mention to the script . It goes : 1 ) iPhone instauration , 2 ) monolithic supply cuts . What is this steady need nonsense ? The Macalope will not have it . Not on his picket . The line of credit must be take in here ! This far ! No far ! Etc . etc .
Well , at least one group is not race out to bribe the iPhone 16 : those reserved and fiscally conservative teens , harmonize to a report by Piper Sandler .
The Macalope has been known to hinge upon a pollercoaster or two so he knows a bit about the accuracy of these things . Let ’s see if you could spy where these conclusions get ahead of themselves .
About 22 percent of respondent said they mean to elevate this fall or winter , which is a slim drop cloth from the 23 percent who plan to upgrade to the iPhone 15 at the same fourth dimension last year , and from the 24 percent for the iPhone 14 in 2022 .
If you said “ THOSE ARE ALL ALMOST EXACTLY THE SAME NUMBER ! ” give yourself five stage . It should be noted , however , that five is a nonmeaningful issue since it is grant without reference to any weighing machine and point can not be exchanged for goods or services . give thanks you for playing .
Piper Sandler ’s sample size of 13,500 teens is pretty good but even so , a one per centum decrease has pay back to be within the gross profit of error . ( Piper Sandler does not observe a margin of error in its press liberation . ) call this a decline is a real stretch . Itcouldbe decline . It could also be going up . But it ’s belike just stay level .
IDG
Now , every clip teens come up two thing take place : first , the Macalope flinches and says “ Where ? ! ” Terrifying . secondly , the horny one thinks back to those heady days of 2013 when teenssupposedly detest the iPhoneand that was real spoilt news for Apple !
… in the eyes of today ’s younker , monolithic popularity has watered down Apple ’s frigidness . “ Teens are telling us Apple is done , ” enounce Tina Wells of the young marketing agency Buzz Marketing Group .
Mmm - hmm . Of of course , those teens are now in their 20s so today ’s teens are entirely new teenager with that Modern teenage smell which is woefully the same as the old teen look which is to say dead body odor . Still , it was n’t unfeigned then that teens did n’t like the iPhone and it ’s not true now . Because while interest in the iPhone 16mightbe a niggling dispirited ( or not ! ) , teens still have it off iPhones .
… 87 % of respondents articulate they own an iPhone. Additionally , 88 % of teens expect their next smartphone to be an iPhone.
Piper Sandler ’s survey has a account of exit out small - income teen so that might be skew a bite , but the iPhone ’s U.S. market share is usually somewhere in the mid-50 per centum mountain chain , so 30 detail above that is pretty dramatic , even if it ’s just middle form and fertile kids . If it were n’t for toddlers buying all those Android devices , Apple would have even eminent market ploughshare .
Ultimately , it seems like the iPhone 16 is doing just fine . Which , the Macalope knows , huge surprise , right ?
