iPhone 16 Could Kick Off 'Biggest Upgrade Cycle' In Apple's History, Says Dan Ives: Wedbush Analyst Predicts 'AI Revolution' Through Cupertino
iPhone 16 Could Kick Off 'Biggest Upgrade Cycle' In Apple's History, Says Dan Ives: Wedbush Analyst Predicts 'AI Revolution' Through Cupertino
As Apple Inc (NASDAQ:AAPL) prepares to unveil its highly anticipated iPhone 16 lineup tomorrow, prominent Wall Street analyst Dan Ives of Wedbush Securities is forecasting a potential watershed moment for the tech giant.
随着苹果公司(纳斯达克:AAPL)明天准备推出备受期待的第16代iPhone系列,著名华尔街分析师丹·艾夫斯(Dan Ives)表示这可能是科技巨头的一个具有里程碑意义的时刻。
What Happened: In a research note released on Sunday, Wedbush claims that the iPhone 16 launch could kick off "Cupertino's biggest upgrade cycle in its history."
为了促进"科比提诺最大规模的升级周期",Wedbush在周日发布的研究报告中声称,iPhone16的发布可能会引发一个里程碑式事件。
Ives, known for his bullish stance on Apple, cites the integration of artificial intelligence as a key driver for this predicted supercycle.
以苹果公司为例,这也符合该公司的乐观立场,他提到人工智能的整合是这一预测超级周期的关键驱动力。
"This iPhone 16 release is all about Apple Intelligence and the unleashing of the consumer AI Revolution through Cupertino," Ives writes. He estimates that approximately 20% of consumers worldwide will ultimately access and interact with generative AI apps through the Apple ecosystem in the coming years.
“这次iPhone16的发布完全是关于苹果智能和通过科比提诺引发消费者人工智能革命的释放,”艾夫斯写道。他预计未来数年全球约20%的消费者最终将通过苹果生态系统访问和互动生成式人工智能应用。
The Wedbush analyst's optimism is further bolstered by his supply chain checks, which indicate stronger-than-expected initial shipments for the iPhone 16. Ives projects shipments closer to 90 million units, surpassing earlier Street expectations of 80 to 84 million. This represents a double-digit year-over-year increase.
Wedbush分析师对苹果iPhone 16的前景充满乐观,并通过对供应链的检查进一步支持了这一观点,结果显示iPhone 16的初始发货量超出了预期。艾夫斯预计发货量将接近9000万台,超过之前市场预期的8000到8400万台,这将是同比增长的两位数。
Looking ahead, Ives believes Apple could sell north of 240 million iPhone units in fiscal year 2025 as the AI-driven upgrade cycle takes hold. He maintains an outperform rating on Apple stock with a price target of $285.
展望未来,艾夫斯认为由于人工智能驱动的升级周期的启动,苹果公司到2025财年的iPhone销量可能超过2.4亿部。他维持对苹果股票的跑赢大盘评级,并有285美元的目标价。
Ives also highlights the strategic importance of Apple's AI push, suggesting that the company will become "the gatekeeper of the consumer AI Revolution." He expects developers to create hundreds of generative AI-driven apps for the Apple ecosystem within the next 6 to 12 months.
艾夫斯还强调了苹果公司人工智能推动战略的重要性,并预测在未来6到12个月内,开发人员将为苹果生态系统创建数百个生成式人工智能驱动应用程序。
As for the iPhone 16 itself, Ives anticipates larger displays for the Pro models, the introduction of the A18 chip (with an A18 Pro variant for higher-end models), enhanced battery life, and improved camera technology. He expects Apple to maintain similar price points to the iPhone 15 to encourage widespread adoption of AI-enhanced devices.
至于iPhone 16本身,艾夫斯预计Pro型号将拥有更大的显示屏,引入A18芯片(高端型号还将有A18 Pro版本),电池续航时间更长,相机技术也得到了改进。他预计苹果将保持与iPhone 15类似的价格,以鼓励人们广泛采用经过人工智能增强的设备。
With the launch event set for tomorrow at Apple Park, all eyes will be on CEO Tim Cook and his team to see if they can deliver on the lofty expectations set by analysts like Ives. If his predictions hold true, we may indeed be witnessing the dawn of what Ives calls "the next leg of the Apple growth story."
随着明天在苹果公园举行的发布会,所有关注点都将集中在CEO Tim Cook及其团队身上,看他们是否能够实现像Ives等分析师设定的高期望。如果他的预测成真,我们可能会见证Ives所说的"苹果增长故事的下一篇篇章"的开始。
Why It Matters: The iPhone 16 launch, dubbed the "Glowtime" event, has been a focal point for tech enthusiasts. The event, is expected to unveil the iPhone 16 series alongside potential updates to Apple Watches and AirPods.
为什么重要: iPhone 16发布会被誉为"Glowtime"活动,一直是科技爱好者们关注的焦点。预计此次活动将发布iPhone 16系列,并可能对Apple Watch和AirPods进行升级。
Moreover, the new iPhone series will be powered by ARM Holdings' next-gen AI chip technology, enhancing its AI capabilities.
此外,新款iPhone系列将采用ARm Holdings的下一代人工智能芯片技术,提升其人工智能能力。
In addition, Apple may discontinue all three models of EarPods, including USB-C, as hinted by a researcher on Sunday. This move could further streamline Apple's product lineup, focusing consumer attention on the new iPhone 16 and its advanced features.
此外,苹果有可能根据周日一位研究人员的暗示,停产包括USb-C在内的所有三款EarPods,这一举措可能进一步简化苹果的产品线,将消费者的注意力集中在新款iPhone 16及其先进功能上。
Apple Glowtime logo courtesy of Apple.
Apple Glowtime徽标,由苹果提供。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明:本内容部分使用人工智能工具生成,并经Benzinga编辑审核发布。