On March 6th, Guo Minggui, an analyst at Tianfeng International Securities who has been tracking the Apple industry chain for many years, posted on social media that the market consensus for iPhone shipments in 2024 was between 220 million and 225 million units. Now, the revision has begun and is approaching its previous prediction of 200 million units. If Apple fails to launch a generative AI service that exceeds market expectations this year, Nvidia's market value is likely to surpass Apple's.