![]() As for the day itself, a Wednesday, it may signal a shift from Apple. While this isn’t a smoking gun, there is a history of mobile carriers making these announcements on dates that have turned out to be iPhone launches. 9to5Mac reports: “Multiple sources familiar with the matter told 9to5Mac that mobile carriers have been asking employees not to take days off on September 13 due to a major smartphone announcement.” That said, after a series of iterative iPhone upgrades, Apple may need to do more in 2024 to reinvigorate customer interest.Ġ8/04 Update: Whether or not sales of the iPhone 15 range will be delayed, it looks like Apple has given the green light for its usual September launch event. Therefore, unless Apple clearly indicates that it’s positive about market demand in 2H23 or 2024, this financial report is unlikely to be a positive for most suppliers’ stock prices.”ĭue to manufacturing issues around the iPhone 15 Pro Max, I still expect the supply of that model to be extremely limited at launch. ![]() Kuo builds on this as well, saying: “2H23 shipment forecasts for Apple’s hardware products in 2H23 are almost universally weaker in 2H23 than in 2H22. So if iPhone 15 shipment forecasts are lower than these constrained numbers, Apple has a problem on its hands. This is significant because shipments of the iPhone 14 were curtailed by the shutdown of major Apple supplier Hon Hai’s Zhengzhou factory in November 2022. Writing on his blog, Kuo states that according to his shipment forecasts, “demand for iPhone 15 is lower than that of iPhone 14.” All iPhone 15 models will also move from Lightning to USB-C and feature smarter, cooler stacked battery technology.Ġ8/03 Update: further surprising revelations about the iPhone 15 launch have been revealed by Apple analyst Ming-Chi Kuo. IPhone 15 Pro and Pro Max buyers will receive more upgrades, thanks to their troublesome yet eye-catching super slim bezels, next-gen 3nm A17 chipsets, titanium chassis, new solid-state Action button and upgraded UWB. ![]() For those upgraders who are prepared to wait/reserve early, they will get iPhone 15 and iPhone 15 Plus models that closely resemble the iPhone 14 Pro and Pro Max with Dynamic Island designs, A16 chipsets, and a 48-megapixel primary camera. ![]()
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