Will the official launch of Apple AI next week trigger a surge in iPhone sales? Renowned analyst: Opportunities are not high in the short term
因醉鞭名马幌
发表于 前天 18:09
130
0
0
On October 27th, the Science and Technology Innovation Board Daily reported that after much anticipation, Apple recently announced that its Apple Intelligence feature will be officially launched next week, on the same day as the release of iOS 18.1, which is October 28th local time.
According to technology journalist Mark Gurman, Apple Intelligence will introduce artificial intelligence features in iOS 18.1, including:
1) Writing Tool Suite: Optimize user text input to improve writing quality; 2) Clean Up in Photos: Automatically recognize and organize album files to optimize storage space; 3) Notification Summaries: Intelligent recognition generates APP notifications to help users obtain key information; 4) Siri Enhancements: Enable voice assistants to provide more accurate information.
In fact, the market had a certain understanding of the above features in previous test versions. In the upcoming iOS 18.2 version scheduled for release in December, Apple will also integrate Siri and ChatGPT. At that time, users will not only be able to use ChatGPT to carry out work tasks, but also have access to the following features:
Users can use the image generation tool Image Playground to freely select elements and generate images, with basic support for adding any prompt text.
The intelligent emoji package Genmoji enables users to generate user specific emojis through text descriptions and personal images, and use them in SMS chats.
By using the image processing tool Image Wand, users can generate a vivid color structure image with simple sketches.
Short term or unable to drive iPhone sales
Since the beginning of this year, Apple has suffered multiple setbacks in the domestic market. In the first quarter of 2024, iPhone sales in China decreased by 19%, showing the worst quarterly performance since 2020. In the second quarter, iPhone shipments fell out of the top five in the Chinese smartphone market for the first time. In this context, Wu Yiwen, Deputy Director of Research at TechInsights, believes that Apple Intelligence will become one of the new growth drivers for Apple in 2025.
However, the market generally holds a pessimistic attitude towards the short-term iPhone sales boom triggered by Apple Intelligence. On the one hand, Mark Gurman posted that some Apple employees believe the company is about two years behind in the development of artificial intelligence. Because internal research by Apple has shown that ChatGPT is about 25% more accurate than Apple's voice assistant Siri and can answer more questions.
Renowned analyst Guo Mingchi also expressed his pessimistic view, pointing out that from the fourth quarter of 2024 to the first half of 2025, a total of about 10 million iPhone 16 orders will be cut. Although some market participants are optimistic that Apple Intelligence will dramatically boost iPhone shipments in the short term, the fact that Apple is cutting orders at this time may mean that the chances of realizing this optimistic expectation are not high, at least in the short term. He stated that the significant growth in iPhone shipments may require more hardware innovation to be achieved.
On the other hand, it is still uncertain when Apple Intelligence will be able to enter the Chinese market. Canalys analyst Zhong Xiaolei said that although Apple's emphasis on AI privacy protection will increase the opportunity for Apple Intelligence to enter the Chinese market, the challenges related to cloud based technology may bring further obstacles.
In response to this, Apple CEO Tim Cook recently said, "We are working hard to push forward, and there is a very specific regulatory process behind it. We need to go through this process and hope to bring it to Chinese consumers as soon as possible
Under a pessimistic attitude, there are also optimistic expectations. Guo Mingchi also stated in his latest article that he believes Apple is the brand with the greatest opportunity to succeed in device AI, and he is also optimistic about the long-term trend that Apple Inteligence is expected to become a popular paid service.
According to a research report by Huafu Securities on October 20th, despite the negative impact caused by the delayed launch of Apple Intelligence, customers switching from iPhone 12/13 and previous models to AI supported iPhones will drive iPhone growth for a long time and are expected to continue to grow during the upcoming holiday sales peak season.
Caixin Securities pointed out in the September research report that in view of Apple Intelligence's entry into Chinese Mainland or the need for localization transformation, both data, models and data centers may need the cooperation of domestic enterprises, and domestic AI applications and computing industry chains are expected to benefit.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Vale's net operating revenue for the second quarter is $9.92 billion, and analysts expect $9.94 billion
- After personally testing and almost crashing, analysts put question marks on Tesla's "fully automated driving" system
- Tesla suddenly! Analysts test Tesla's fully autonomous driving: almost accident, far from achieving 'autonomous driving'
- Is the volatility of the Japanese stock market difficult to change the determination to raise interest rates? Analyst consensus: Bank of Japan will raise interest rates again by the end of the year
- Is the rise of the 'AI leader' far from over? Analyst: Nvidia's stock price is expected to double again
- 50 basis points won't scare the market! Analyst: The Federal Reserve's significant interest rate cut is' reasonable and well founded '
- Robin Lee's internal speech exposes that the open source model is not efficient enough to solve the problem of computing power
- Redemption of over 4.9 billion yuan! Huang Renxun's 6 million share reduction plan has been completed ahead of schedule. Analysts boldly predict that Nvidia's long-term market value will soar to $10 trillion
- Abandon polls! Wall Street analyst: Predicting US beauty pageant stocks is more reliable!
- Fed meeting minutes poured cold water? Analysts reach consensus: Federal Reserve officials are not in a hurry to cut interest rates!
-
世界の主要株式市場の取引時間延長は新たなトレンドになりつつあるようで、米国や日本などの取引所は最近、相次いで「遅延キー」を押している。 米ニューヨーク証券取引所はこのほど、傘下の全電子化取引所NYSE Arc ...
- SNT
- 昨天 16:49
- 支持
- 反对
- 回复
- 收藏
-
【米株出来高トップ20:テスラは今週22%急騰】金曜日の米株出来高1位テスラは3.34%上昇し、木曜日の22%上昇の力強い原動力を引き継いで426億4000万ドルで取引を終えた。この株は今週累計で約22%上昇した。財報によ ...
- 寒郁轩良
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
イスラエルは週末にイランに対して新たな空爆を行ったが、市場投資家の懸念は今週初めにはむしろ安堵した。イスラエルの攻撃の目標にはイランのエネルギーや核施設が含まれていないため、原油価格が月曜日に大幅に ...
- 风格飘逸风i
- 昨天 12:30
- 支持
- 反对
- 回复
- 收藏
-
【大河財立方記者・王寧深セン報道】「世界で通用する自動運転の第1株」が誕生した。米東時間10月25日、文遠知行WeRide(株式コード:WRD)がナスダック証券取引所に上場した。これは世界のRobotaxiの第1株でもある ...
- 情义无价943
- 3 天前
- 支持
- 反对
- 回复
- 收藏