Production plans for the iPhone 16 are underway, with Ming-Chi Kuo reporting assembly orders remain steady, showing only a slight decline in component orders.
Demand for the iPhone 16 and 16 Plus models appears weak, particularly in comparison to the more favorable reception of the Pro models, which match last year's Pro orders.
Even though the Pro models are meeting expectations, the shipping times for the iPhone 16 Pro are shorter than for the iPhone 15 Pro, indicating possible supply excess.
A significant impact on U.S. demand is expected in late October with the rollout of a software update for Apple Intelligence, aimed at boosting sales, though effects will be limited outside the U.S.
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