According to analyst Ming-Chi Kuo, Apple’s hardware sales for the remainder of the year, including the iPhone 15, are anticipated to be lower compared to last year’s numbers.
According to Ming-Chi Kuo’s recent report based on supply chain sources, shipment forecasts for Apple in the second half of 2023 are expected to be weaker compared to the same period in 2022. Despite Apple’s upcoming launch of new iPhones, Kuo believes this won’t be sufficient to offset the decline.
He notes that in the last quarter of 2022, iPhone shipments were impacted by the shutdown of Hon Hai’s Zhengzhou factory, but component shipment plans remained relatively unchanged. However, unless the demand for the iPhone 15 surpasses market expectations after its release, most suppliers are likely to face growth pressure in the second half of 2023 due to lower demand for the iPhone 15 compared to the iPhone 14.
Kuo suggests that unless Apple explicitly expresses optimism about market demand in the second half of 2023 or 2024, the latest financial report may not have a positive impact on most suppliers’ stock prices.
Other analysts anticipate that Apple’s recent earnings report will benefit from strong demand for the iPhone 14 in China.
In addition, rumors about the iPhone 15 indicate significant updates throughout the lineup. The lower-end iPhone 15 and iPhone 15 Plus are expected to feature the Dynamic Island introduced with the iPhone 14 Pro.
Furthermore, the iPhone 15 Pro Max is rumored to boast improved camera systems, including a periscope lens, which will greatly enhance its zoom capability.