The days of iPhone sales growing year after year could be over with the iPhone 6s, claims an investment advisor for KGI — citing a stalling smartphone market in China and an underwhelming Force Touch feature as the handset’s big selling point.
The unnamed KGI analyst — who is more than likely Ming-Chi Kuo — says that Apple is likely to sell between 65 and 75 million iPhones in the last quarter of 2015, which would signal either zero or possibly even negative growth for the company.
If true, this would be in striking contrast to what we’ve heard previously, suggesting that Apple has placed a record order for its first wave of iPhone 6s and 6s Plus handsets. Compared to the 70-80 million iPhones Apple ordered last year, this year the company has reportedly increased that number to 85-90 million units, representing a new all-time high for Apple.
With that said, there’s no doubt that the Chinese smartphone market is slowing down — something which represents bad news for Tim Cook, who has been outspoken about his belief that the country represents Apple’s future biggest market.
According to the unnamed KGI analyst, Apple has reduced its orders for new iPhones by 1 percent.
The argument about Force Touch is that it has not exactly ignited sales for either the MacBook or Apple Watch. I don’t see that being a particularly fair comparison, since Mac sales are a much smaller part of Apple’s business and continue to grow as a category, while the Apple Watch is a totally new product with no official sales figures.
At some point, Apple’s phenomenal run with the iPhone setting new records each year certainly has to come to an end, but personally I’d be surprised if it turns out to be the year when Apple introduces its most significant incremental “s” upgrade in history.
Will you be buying the iPhone 6s? Leave your comments below.