Guo Mingchi: There has been almost no change in the assembly orders for the iPhone 16 series, and the demand for the two Pro models is roughly in line with expectations so far.

On October 10, Golden Ten Data reported that well-known analyst Guo Mingchi pointed out that the assembly orders for the iPhone 16 series have hardly changed. Suppliers have been asked to continue production of the two Pro models during the National Day holiday, which means that the demand for the two Pro models is roughly in line with expectations. Some components have slightly reduced orders after mid-November (mainly the standard version and Plus version of the 16), but the reduction is less than 3-5% and can be basically ignored. The next focus of observation is the impact of Apple Intelligence on the demand/dump in the US market after its launch in late October.