Apple will start receiving mass shipments of the iPhone 15 Professional Max this week, in response to analyst Ming-Chi Kuo in a Medium put up.
Right here’s some notes from the report:
° If Apple retains the 2H24 [second half of 2024] iPhone orders unchanged, then the iPhone shipments are anticipated to succeed in 220–225 million items in 2023, surpassing Samsung as the biggest smartphone model. This cargo rating has a long-term constructive influence on Apple’s ecosystem.
° Apple’s newest iPhone cargo goal for 2024 is 250 million items, and an inexpensive 2024 iPhone cargo estimate, from my view, might attain 5–10% year-over-year. Since Samsung’s inside view of 2024 market demand continues to be conservative, Apple will doubtless stay the biggest smartphone model in 2024.
° The market is anxious that iPhone 15 shipments can be additional lower as a result of provide chain points (my estimate of 80 million items vs. conservative views of 70–80 million items), particularly iPhone 15 Professional Max shipments can be delayed. Nonetheless, the very fact is that the iPhone 15 Professional Max will begin mass shipments this week, and Apple can also be growing shipments of legacy fashions concurrently. With the market being overly conservative on iPhone/iPhone 15 2H24 shipments, resulting in a correction within the inventory value and a good buying and selling sentiment for brand new product bulletins, Apple inventory might have a rebound alternative within the close to time period.
Apple will unveil its iPhone 15 line-up on Tuesday, Sept. 12, by way of a pre-recorded occasion, Bloomberg‘s Mark Gurman predicts. Pre-orders will doubtless begin on Friday, Sept. 15, with the primary orders arriving on Friday, Sept. 22.
As famous by MacRumors, Chi’s report means that the iPhone 15 Professional Max can be accessible in September, regardless of considerations over a manufacturing delay, however clients would possibly must order one rapidly if they need launch-day supply.
