Apple expert suggests not to expect significant design changes and AI integration in iPhone 16s

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A recent report by Ming-Chi Kuo, a highly accurate source of supply chain information and rumors, indicates that Apple’s iPhone shipments, which sold out more devices than Samsung for the first time ever to claim the top spot globally, might see a 15% decrease in 2024 compared to the previous year. This potential decline could position Apple as the brand experiencing the largest drop among major smartphone manufacturers.

Based on a supply chain survey, the report also suggests that the upcoming iPhone 15 and 16 series could witness shipment reductions of 10-15% compared to their predecessors.

Two key factors are attributed to this potential decline:

  • The emergence of AI-powered foldable phones as a new high-end segment is attracting consumer interest.
  • Huawei’s comeback and the growing popularity of foldable phones among high-end Chinese users might impact Apple’s regional presence.

Notably, Samsung, a direct competitor, expects increased shipments for its Galaxy S24 series due to its focus on AI integration. In contrast, Apple has reportedly revised its shipment forecast for the iPhone 15.

The report suggests that Apple might not introduce significant design changes or a comprehensive GenAI ecosystem for its iPhones until 2025, i.e. iPhone 17 series and not in iPhone 16 series, at the earliest. This delay could potentially hinder its shipment momentum and ecosystem growth.

While the predicted decline could affect Apple’s revenue, market share, and future strategies, it’s crucial to remember that these are forecasts, and the market landscape can evolve rapidly.

More here.

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