In Apple's recent 10-K filing with the US Securities and Exchange Commission (SEC), a new warning was issued regarding future growth and profit margins.
Apple stated that as the company gradually enters emerging markets such as artificial intelligence (AI) and virtual reality (VR) devices that have not been fully validated, future new products may not be able to reach the profit level of the iPhone business.
It is worth noting that in previous years' 10-K forms, Apple mentioned the possibility of a "higher cost structure" for new product launches, but did not directly discuss the financial situation of its future products.
In addition, Apple mentioned that the security issues of artificial intelligence are also risks that cannot be ignored. It is reported that Apple is currently increasing its investment in artificial intelligence, striving to narrow the gap with competitors such as Google in this field. Apple only released the first round of Apple Intelligence features last week, approximately six weeks after the launch of the iPhone 16. At the same time, Apple's core AI features are expected to be released on the iPhone early next year, and more features are expected to be introduced in the coming months, including integrating ChatGPT into the Siri assistant.
Deepwater analyst Gene Munster said, "Apple is entering a new product category and is at a time when there are many unknown factors
On November 2nd, US time, Berkshire Hathaway, a subsidiary of Warren Buffett, released its third quarter 2024 financial report, which showed that the company reduced its holdings of Apple Inc. by nearly 50% in the second quarter, and then reduced its holdings of Apple Inc. by another 25% in the third quarter.