Ming-Chi Kuo:
Kuo: Apple has cut iPhone 16 orders by ~10M units for Q4 2024 and H1 2025, mostly non-Pro models, and plans 8.6M iPhone SE 4 units from December 2024 to Q1 2025 — - iPhone 16 orders were cut by around 10M units for 4Q24-1H25, with most of the cuts affecting non-Pro models.
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