A smartphone expert named Ming-Chi Kuo thinks that Apple may not sell as many new iPhones as people thought. He says that Apple has not made more phones for their new iPhone 16 series, and some parts that are needed for the phones are not selling more either. He also thinks that people may not buy the new iPhone 16 just because it has a special feature called Apple Intelligence. So, he is saying that Apple might not sell as many iPhones as they hoped. Read from source...

- The article's main claim that iPhone 16 sales may be too optimistic due to Apple Intelligence feature is based on an analyst's opinion, which may not be representative of the whole market or consumers' preferences.
- The article does not provide any evidence or data to support the analyst's claim that Apple Intelligence alone can drive replacement demand or that consumers will buy the new iPhone 16 for the Beta version of Apple Intelligence.
- The article uses vague and subjective terms such as "may be too optimistic" and "significantly drive" without defining or quantifying them, making it difficult to assess the credibility and validity of the argument.
- The article relies on TSMC and Largan's earnings reports as indicators of iPhone 16 orders, which may not be accurate or comprehensive, as they do not account for other factors such as supply chain issues, production capacity, market competition, consumer behavior, etc.
- The article fails to mention any potential positive impact of Apple Intelligence on iPhone 16 sales, such as increased customer satisfaction, loyalty, word-of-mouth, or media coverage, which may influence consumers' decision to upgrade or purchase the new device.
- The article focuses on the negative aspects of Apple Intelligence and the lack of significant hardware changes, without acknowledging the possibility that software innovation and differentiation may appeal to some consumers and create a competitive edge for iPhone 16.
- The article uses the term "AI-driven upgrade supercycle" without explaining what it means or how it is different from previous upgrade cycles, making it unclear how the iPhone 16 series is supposed to trigger such a phenomenon.

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Article's Analysis: The article discusses the doubt cast by top analyst Ming-Chi Kuo on the anticipated surge in Apple Inc.'s upcoming smartphone series, iPhone 16 sales. Kuo states that Apple has not ramped up its iPhone 16 orders, contrary to certain reports, and neither TSMC nor Largan have reported an increase in unit growth. Kuo estimates that Apple's iPhone 16 orders for the second half of 2024 are around 87 million units, lower than the 91 million iPhone 15 units ordered in 2023. Kuo also expresses doubt over the belief that the new Apple Intelligence feature will significantly drive iPhone 16 sales.