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Apple cuts iPhone 16 orders at key supplier, Barclays claims

In a new investor note seen by 9to5Mac today, analysts at Barclays report that Apple “may have just cut” iPhone...

In a new investor note seen by 9to5Mac today, analysts at Barclays report that Apple “may have just cut” iPhone 16 production by three million units. Based “recent supply channel checks,” the analysts say that these cuts were made at a “key semiconductor” partner for iPhone orders through the December quarter. Barclays analysts also cite the “staggered rollout of Apple Intelligence,” the “limited adoption of AI outside of the US,” and the “lack of hardware differentiation” as reasons for the iPhone 16 demand issues.

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