According to Ming-Chi Kuo, production of the iPhone 16 lineup is progressing as planned, with assembly orders for all models largely unchanged and only minor adjustments in component orders, indicating consistent manufacturing.
Despite the overall production stability, demand for the base iPhone 16 models is described as lackluster, while the shipments of the Pro models have mirrored the orders from the previous year's iPhone 15 Pro, suggesting a shift in consumer preference.
Kuo highlighted that suppliers were instructed to continue producing the iPhone 16 Pro models during China's National Day week-long holiday, showing that demand for these models has generally met expectations.
As the market anticipates a potential boost from a forthcoming software update with Apple Intelligence, it is important to note that the expected improvement in sales will primarily impact the US market, with lesser effects in Europe or China.
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