Apple's September 9 'Glowtime' Event Featuring iPhone 16 Launch Could Kickstart A 'Historical Period,' Says Wedbush Analyst Dan Ives
Apple's September 9 'Glowtime' Event Featuring iPhone 16 Launch Could Kickstart A 'Historical Period,' Says Wedbush Analyst Dan Ives
As Apple Inc. (NASDAQ:AAPL) prepares for its "Glowtime" event, Wedbush analyst Dan Ives anticipates a "historical period" for the tech giant, ignited by the launch of the iPhone 16 series.
在苹果公司（纳斯达克:AAPL）准备开始"Glowtime"活动之际，Wedbush分析师丹·艾夫斯（Dan Ives）预计将迎来该科技巨头的"历史时期"，其由iPhone 16系列的发布引发。
What Happened: Ives shared his insights on CNBC's Squawk on the Street on Tuesday, discussing the upcoming Apple event and the potential impact of the new iPhone 16 on the market.
发生了什么：艾夫斯在周二的CNBC节目"Squawk on the Street"上分享了他的观点，讨论了即将到来的苹果活动以及新的iPhone 16对市场的潜在影响。
Addressing the development of CFO Luca Maestri's exit from Apple, Ives expressed confidence in a smooth transition, noting that such changes are typical for Apple at the start of the year.
艾夫斯谈到了首席财务官卢卡·马埃斯特里（Luca Maestri）离职的情况，他对苹果的顺利过渡表示了信心，指出这样的变化对苹果来说是一年初的典型现象。
He then forecasted a significant iPhone upgrade cycle, driven by AI, based on component checks in Asia and the estimated 300 million iPhones (according to Wedbush) that have not been upgraded in over four years.
然后，他基于亚洲地区的零部件检查和Wedbush估计的尚未升级的30000万部iPhone（据Wedbush估计）的情况，预测了一个由人工智能驱动的重大iPhone升级周期。
"This starts a historical period... 25% of the world based on our estimates will ultimately access AI through an iPhone," Ives stated during the interview.
"这将开启一个历史时期......根据我们的估计，全球25%的人最终将通过iPhone接触到人工智能，" 艾夫斯在采访中表示。
He later reiterated his predictions on X, formerly Twitter, stating, "This iPhone 16 upgrade cycle could be a historical one setting the stage for a supercycle."
他后来在X（之前是Twitter）上重申了他的预测，称"这次iPhone 16的升级周期可能是一个历史性的阶段，为超级周期奠定了基础。"
This iPhone 16 upgrade cycle could be a historical one setting the stage for a supercycle as currently we estimate roughly 300 million iPhones globally have not upgraded in over 4 years @SquawkStreet
— Dan Ives (@DivesTech) August 27, 2024
目前全球约有30000万部iPhone已经超过4年未进行升级，这次iPhone 16的升级周期可能是一个历史性的阶段，为超级周期奠定了基础。@SquawkStreet
丹·艾夫斯（@DivesTech）2024年8月27日
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Why It Matters: On Tuesday, Apple announced a CFO transition, with Maestri set to step down on Jan. 1, 2025, and Kevan Parekh, Apple's vice president of Financial Planning and Analysis, to succeed him.
为什么重要：周二，苹果宣布首席财务官的交接，马埃斯特里将于2025年1月1日卸任，并由苹果的财务规划与分析副总裁凯文·帕雷赫接任。
The tech giant has also confirmed its annual iPhone launch event, named "Glowtime," for Monday, Sept. 9, where it is expected to unveil a variety of new products, including the highly-anticipated iPhone 16 series.
这家科技巨头还确认了其年度iPhone发布会“Glowtime”将于9月9日星期一举行，届时预计将推出多款新产品，包括备受期待的iPhone 16系列。
Investors and tech enthusiasts are closely watching Apple, with the upcoming iPhone 16 and its AI-driven features generating significant buzz.
投资者和科技爱好者正密切关注着苹果公司，即将推出的iPhone 16及其基于人工智能的功能引起了巨大轰动。
Previously, Ives said that he sees Apple on the "path to $4 trillion," functioning gatekeepers of the consumer AI revolution with the integration of Apple Intelligence.
此前，艾维斯表示，苹果正在成为消费者人工智能革命的“$4万亿之路”上的关键参与者，通过苹果智能的整合实现。
However, some analysts caution that AI enhancements will be gradually introduced over the coming years, with some features such as an enhanced Siri not expected until 2025.
然而，一些分析师警告说，人工智能的改进将逐步在未来几年中引入，例如增强版Siri等功能预计要等到2025年才会推出。
Photo courtesy: Apple
图片提供：苹果
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