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kuai technology reported on september 2 that according to domestic media reports, due to the sharp drop in demand for iphone 16, apple may have to cut orders on a large scale.

the report mentioned that due to lower-than-expected demand, apple may have reduced iphone 16 production in the quarter ending in december this year, and suppliers of key components have slashed orders.

"we believe apple may have just cut production of approximately 3 million key semiconductor components for the iphone (for the quarter ending in december)," a supply chain source said.

industry insiders also bluntly stated that iphone 16’s initial sales were weak, partly due to the fact that apple’s intelligence function will not be launched in the chinese and european markets this year.

in the eyes of more chinese users, the iphone 16 lacks innovation, which is the main reason why people are reluctant to update. if apple can drastically reduce the price, that will be another situation.

overall, likely lower iphone production, weaker sales, and shorter delivery times point to a weaker start to the iphone 16 cycle and negative product mix changes due to weak consumer spending, macro pressures, and competition.