Apple Could Fall Short of 2025 Expectations [Kuo]

Apple will face challenging hurdles in 2025, including nearly stagnant iPhone growth, according to a new report from TF International Securities analyst Ming-Chi Kuo.In a post today, Kuo states that Apple's 2025 iPhone shipments could fall 8–10% below market consensus.Even with the new iPhone SE4 (expected to launch around mid-1H25), iPhone 1H25 shipments are projected to decline by about 6% YoY. (1Q25 shipments were roughly flat YoY due to front-loading in January ahead of Trump's tariff policy, while 2Q25 is expected to decline.)Continue ReadingShare Article:Facebook,  Twitter,  LinkedIn,  Reddit,  EmailFollow iClarified:Facebook,  Twitter,  LinkedIn,  Newsletter,  App Store,  YouTube

Apple will face challenging hurdles in 2025, including nearly stagnant iPhone growth, according to a new report from TF International Securities analyst Ming-Chi Kuo.

In a post today, Kuo states that Apple's 2025 iPhone shipments could fall 8–10% below market consensus.

Even with the new iPhone SE4 (expected to launch around mid-1H25), iPhone 1H25 shipments are projected to decline by about 6% YoY. (1Q25 shipments were roughly flat YoY due to front-loading in January ahead of Trump's tariff policy, while 2Q25 is expected to decline.)

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