The release of the iPhone 15 Pro Max may be delayed by up to 4 weeks due to yield issues with Sony, but it is still expected to be available before Thanksgiving or Christmas, offering potential buyers ample time to purchase the device.
Apple is facing significant production issues with the camera sensors and titanium chassis for the iPhone 15 models, which may impact availability, according to analyst Ming-Chi Kuo. Additionally, the iPhone 15 Pro Max is experiencing delays in manufacturing, potentially causing problems for early upgraders.
The iPhone 15 Pro Max is expected to have a smaller battery capacity than previously rumored, but the use of a 3nm fabrication process and stacked battery technology could still improve battery life by up to 20%.
The iPhone 15 Pro and iPhone 15 Pro Max will not receive the anticipated storage upgrades, offering only 128GB as the base storage option, while rivals offer 256GB, potentially leading to high prices of up to $1,600 and $1,700 respectively for the 1TB models, and potentially disappointing iPhone fans.
The iPhone 15 Pro models are expected to be 10% lighter than the iPhone 14 Pro models, thanks to a lightweight titanium frame, potentially making it the lightest Pro model since the iPhone XS or iPhone 11 Pro.
The iPhone 15 Pro and 15 Pro Max will have 8GB of RAM, while the lower-end iPhone 15 and 15 Plus will have 6GB of RAM, providing improved performance and multitasking capabilities.
The upcoming iPhone 15 Pro and iPhone 15 Pro Max will offer major improvements to 5G performance, with up to 24% faster speeds than the iPhone 14 Pro lineup, thanks to their new Qualcomm X70 modem.
The shipping dates for some models of the iPhone 15 series have been pushed back until November, with the iPhone 15 Pro and iPhone 15 Pro Max being the most affected, while the non-Pro models are still on schedule to be shipped on September 22nd.
Despite lukewarm reception and concerns around a Chinese ban, pre-orders for Apple's iPhone 15 are exceeding expectations, especially for the iPhone 15 Pro/Pro Max models, which are expected to boost Apple's average selling prices by approximately $100 over the past year.
Summary: Analysts say that the higher-end models of Apple's iPhone 15 are experiencing strong demand, which is encouraging amid concerns about consumers' spending capacity.
UBS analyst David Vogt's data suggests that initial demand for Apple's iPhone 15 Pro models is softer compared to last year's models, contradicting reports of strong sales, which caused Apple stock to fall.
Apple is expected to achieve year-over-year growth in Q4 thanks to better than expected iPhone revenue and profit, with the iPhone 15 Pro Max and iPhone 15 Plus performing well, while the standard iPhone 15 and iPhone 15 Pro may face order cuts if their prices are not reduced, according to Ming-Chi Kuo's analysis based on supply chain sources.
