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Great Expectations for iPhone 16 - MOSK: 08.16.2024
Aug 16, 2024
In this discussion, Christina Warren, a Senior Developer Advocate at GitHub, explores game-changing forecasts for the iPhone 16. She highlights Epic Games' innovative steps to compete with Apple through free features and examines the impact of new EU regulations on app developers. The conversation also touches on Apple's growing presence in India and the exciting integration of California state IDs into Apple Wallet. Additionally, they discuss the latest Beats collaboration and a concerning global data leak affecting personal information.
12:55
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Quick takeaways
- Morgan Stanley's report of increased iPhone 15 production expectations suggests strong consumer demand and optimism for the upcoming iPhone 16.
- Epic Games' grant to Alt Store Pal aims to lower barriers for independent developers in the EU, enhancing competition in the app distribution market.
Deep dives
iPhone 16 Anticipation Drives Sales Momentum
Morgan Stanley has reported a significant increase in iPhone production expectations, suggesting strong momentum for the upcoming iPhone 16. The analyst Eric Woodring noted that builds for the iPhone 15 in July were unexpectedly high, prompting an upward adjustment in projected sales for the September quarter to 54 million units, marking a historical record. This uptick reflects confidence in the late-cycle performance of the iPhone 16, although it's unclear whether this is fueled by excitement for features like Apple Intelligence or ongoing carrier promotions. Looking ahead, early forecasts indicate that Apple could assemble between 85 million and 95 million units of the iPhone 16 for the December quarter, signaling robust demand as the launch approaches.
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Discover
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