Smartphone sales in general are down. It has hit apple somewhat and devastated Android sales. Likely a result of the K shaped recovery (middle class and wealthy better off, poor worse off).
But there is also a huge pent up demand for the USB-C iPhone. I put off upgrading my 11 for it.
The 15 is probably gonna do huge numbers this year, thanks to the design changes and USB-C. Kinda wish I’d gotten that but I really couldn’t put off an upgrade anymore and got the 14 Pro.