Demand and Supply Dynamics
's models saw shorter delivery times compared to the previous year's model, suggesting weaker demand possibly linked to the delayed release of key AI features.
Some analysts attribute the shorter shipping times to improved supply chains rather than reduced demand, contrasting with last year's supply issues affecting the iPhone 15 Pro Max.
Market and Competitive Challenges
The staggered rollout of Apple's AI software, , has been identified as a key factor in the lower-than-expected demand for the iPhone 16 series.
Intense competition in the Chinese market and a decline in Apple's market share have also impacted iPhone demand, despite potential sales boosts from upcoming promotions and the holiday season.