Ming-Chi Kuo’s analysis: iPhone 15 Pro Max will increase orders to 35 million units

According to the latest report from well-known analyst Ming-Chi Kuo, Apple’s iPhone business performance is expected to exceed expectations in the fourth quarter of 2023. This news has brought a glimmer of optimism to investors

Guo Mingxi pointed out that iPhone 15 and iPhone 15 The Pro performed well in initial sales, which is one of the main reasons why Apple's business performance in the fourth quarter of 2023 exceeded expectations. It is understood that iPhone The shipment volume of the 15 series is expected to reach 80 million units. Compared with the 76 million units of the iPhone 14 series last year, the growth trend is obvious.

It is worth mentioning that the number of telephoto camera module orders for the iPhone 15 Pro Max has increased significantly, reaching 35 million units, compared with last year’s iPhone 14 Pro Max grew by 25%. This factor is considered to be one of the biggest driving forces for Apple's iPhone business growth in the fourth quarter of 2023.

However, Ming-Chi Kuo also pointed out that although iPhone 15 and iPhone 15 The Pro performed well in early sales, but sales of both models are still below expectations. If Apple does not take measures such as price reduction and sales, it may consider cutting orders.

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