Barclays sees Apple shipping 51 million iPhone 16 series units by the end of 2024
Bloomberg’s Gurman says that we could see two new iPad Air tablets early next year. | Image credit-PhoneArena
But the Barclays analysts blame the staggered Apple Intelligence rollout, the “limited adoption of AI outside of the U.S.,” and the “lack of hardware differentiation” as reasons why the 2024 fourth-quarter ending in December “looks increasingly at risk” for shipments of the iPhone 16 line.
“We think Sep-Q iPhone units are on track for 51M as the best case (consensus and Barclays both at 51M for Sep-Q estimate), assuming some channel fill in line or better vs. last year due to more selling days. We believe July and August sell-through has been flattish Y/Y.
This was done because the new OLED screens used on the M4 iPad Pro models caused Apple to raise the price of its top-of-the-line tablets and it wanted to give users a lower-priced option for both an 11-inch and 13-inch iPad models. Gurman says that next year could bring refreshed versions of the iPad Air codenamed J607 and J637 for the 11-inch and 13-inch models, respectively. People knowledgeable of the matter told Gurman that Apple would also be working on a new Magic Keyboard for the iPad Air tablets with the codenames R307 (11-inch) and R308 (13-inch).
Will the iPhone SE 4 support Apple Intelligence?
The new look iPhone SE 4 will have a big design shakeup. After all, the iPhone SE 3 was based on the look of the iPhone 8 which had a home button, Touch ID, and featured an LCD display. We expect to see the iPhone SE 4 released early next year, possibly during the first quarter. But before all of this takes place next year, we could see a new iPad mini, codenamed J410, hit the market by the end of this year. The last iPad mini released was the sixth-generation model on September 24, 2021.
