Sales mix of new iPhone 16 models flashes a yellow “caution” light for Apple

Sales mix of new iPhone 16 models flashes a yellow “caution” light for Apple

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The December Consumers Intelligence Research Partners (CIRP) customer survey provides immediate feedback on demand for new products iPhone 16 series released in September. The quarter that ended at the end of December showed that the new iPhone 16 The models are as popular as the iPhone models they release Apple in previous years. But CIRP says the change in sales mix should prompt analysts to be cautious and even pessimistic about how well current performance is working. iPhone 16 The line will be executed at the cash register.
During the December 2024 quarter, new vehicle sales rose iPhone 16 Series models accounted for 68% of total iPhone sales in the United States. That's just over 65% of all iPhone sales in the US The iPhone 15 line was responsible for the quarter ending December 2023. Comparing individual models during the December quarters of 2023 and 2024, this year The iPhone 16 Pro Max generated 23% of sales, which is very similar to the 26% taken during the December quarter last year by iPhone 15 Pro Max.

iPhone 16 Pro and Pro Max sales in the US made their lowest contribution to overall December sales over the past five years

the iPhone 16 Pro and The iPhone 15 Pro accounted for 16% of US iPhone sales in the December quarter of 2024 and 2023, respectively. 39% share of iPhone sales in the United States came from iPhone 16 Pro The model total was the lowest total for the most premium iPhones during the December quarter over the past five years. Surely this change must mean something. Also of note is the significant increase in the percentage of US iPhone sales attributed to the base model during the December quarter.
For example, during the three months to the end of December 2023,... iPhone 15 It contributed 15% of iPhone sales in the US in the quarter. During the December quarter of 2024, base iPhone 16 It accounted for 21% of iPhone sales in the United States. What led to this big change in iPhone sales mix? CIRP did not mention this, but in December 2023, it was revealed iPhone 15 Pro It was the lowest priced iPhone with support Apple intelligence. In December 2024, iPhone 16 It was the most affordable iPhone Apple intelligence.
But Apple's AI initiative isn't the whole story. As CIRP points out, older models do not Apple intelligence Outperform in 2024. For example, during the December quarter, the 2-year-old The iPhone 14 represents 16% of total iPhone sales for the quarter in the US The iPhone 13 was responsible for only 12% of iPhone sales in the US during the quarter.

Could Apple Intelligence be behind the spike in iPhone 16 sales in the US during the December 2024 quarter?

I think that Apple intelligence The reason for the increase in sales of basics iPhone 16 Model in the United States last quarter. The increase in sales of iPhone 14 vs iPhone 13 During the last two quarters of December, it became more uncertain. Maybe there is a reason behind the sales iPhone 16 Pro and iPhone 16 Pro Max The models combined for the smallest share of US "Pro" iPhone sales during the December quarter over the past five years. CIRP had some interesting thoughts on the latter.

Can active iPhone Pro series users enjoy long-lasting performance that allows them to continue without upgrading to a new iPhone Pro or iPhone Pro Max model? Are those who shell out big money to buy the two most expensive iPhone models waiting for the expected changes coming this year? iPhone 17 Pro and iPhone 17 Pro Max in September? Perhaps most damaging to Apple is the theory that high prices for almost anything force iPhone Pro and Pro Max buyers to save a few hundred dollars by buying the lower-priced non-Pro models instead.

It's still very early yet to release iPhone 16 Series to mine for such definitive answers. CIRP says it should know more about what happens with iPhone sales in the US after a few more quarters. Stay tuned.


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The December Consumers Intelligence Research Partners (CIRP) customer survey provides immediate feedback on demand for new products iPhone 16 series released in September. The quarter that ended at the end of December showed that the new iPhone 16 The models are as popular as the iPhone models they release Apple in previous years. But CIRP says the change in sales mix should prompt analysts to be cautious and even pessimistic about how well current performance is working. iPhone 16 The line will be executed at the cash register.
During the December 2024 quarter, new vehicle sales rose iPhone 16 Series models accounted for 68% of total iPhone sales in the United States. That’s just over 65% of all iPhone sales in the US The iPhone 15 line was responsible for the quarter ending December 2023. Comparing individual models during the December quarters of 2023 and 2024, this year The iPhone 16 Pro Max generated 23% of sales, which is very similar to the 26% taken during the December quarter last year by iPhone 15 Pro Max.

iPhone 16 Pro and Pro Max sales in the US made their lowest contribution to overall December sales over the past five years

the iPhone 16 Pro and The iPhone 15 Pro accounted for 16% of US iPhone sales in the December quarter of 2024 and 2023, respectively. 39% share of iPhone sales in the United States came from iPhone 16 Pro The model total was the lowest total for the most premium iPhones during the December quarter over the past five years. Surely this change must mean something. Also of note is the significant increase in the percentage of US iPhone sales attributed to the base model during the December quarter.

For example, during the three months to the end of December 2023,… iPhone 15 It contributed 15% of iPhone sales in the US in the quarter. During the December quarter of 2024, base iPhone 16 It accounted for 21% of iPhone sales in the United States. What led to this big change in iPhone sales mix? CIRP did not mention this, but in December 2023, it was revealed iPhone 15 Pro It was the lowest priced iPhone with support Apple intelligence. In December 2024, iPhone 16 It was the most affordable iPhone Apple intelligence.
But Apple’s AI initiative isn’t the whole story. As CIRP points out, older models do not Apple intelligence Outperform in 2024. For example, during the December quarter, the 2-year-old The iPhone 14 represents 16% of total iPhone sales for the quarter in the US The iPhone 13 was responsible for only 12% of iPhone sales in the US during the quarter.

Could Apple Intelligence be behind the spike in iPhone 16 sales in the US during the December 2024 quarter?

I think that Apple intelligence The reason for the increase in sales of basics iPhone 16 Model in the United States last quarter. The increase in sales of iPhone 14 vs iPhone 13 During the last two quarters of December, it became more uncertain. Maybe there is a reason behind the sales iPhone 16 Pro and iPhone 16 Pro Max The models combined for the smallest share of US “Pro” iPhone sales during the December quarter over the past five years. CIRP had some interesting thoughts on the latter.

Can active iPhone Pro series users enjoy long-lasting performance that allows them to continue without upgrading to a new iPhone Pro or iPhone Pro Max model? Are those who shell out big money to buy the two most expensive iPhone models waiting for the expected changes coming this year? iPhone 17 Pro and iPhone 17 Pro Max in September? Perhaps most damaging to Apple is the theory that high prices for almost anything force iPhone Pro and Pro Max buyers to save a few hundred dollars by buying the lower-priced non-Pro models instead.

It’s still very early yet to release iPhone 16 Series to mine for such definitive answers. CIRP says it should know more about what happens with iPhone sales in the US after a few more quarters. Stay tuned.



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