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Is The iPhone Losing Its Buzz Among Teens? Piper Sandler Finds Out

Is The iPhone Losing Its Buzz Among Teens? Piper Sandler Finds Out

青少年中的iPhone是否正在失去吸引力?派杰投资正在调查
Benzinga ·  10/09 13:08

Piper Sandler analyst Matt Farrell surveyed around 13,500 teens to see Apple Inc.'s (NASDAQ:AAPL) iPhone upgrade expectation among them.

派杰投资分析师马特·法雷尔调查了大约13,500名青少年,以了解苹果公司(纳斯达克:AAPL)的iPhone升级期望。

Notably, Apple unveiled the iPhone 16 in September, and early pre-order data shows that demand for the iPhone 16 may be lower than expected due to a lack of reasons for existing iPhone owners to upgrade to the latest model.

值得注意的是,苹果于9月推出了iPhone 16,初期预订数据显示,由于现有iPhone用户升级到最新型号的理由不足,iPhone 16的需求可能低于预期。

The analyst's survey results indicate that 22% of teens plan to upgrade to an iPhone 16 this Fall/Winter, slightly down from 23% in Fall 2023 and 24% in Fall 2022. However, this is an increase from 20% in the Spring 2024 survey, adds the analyst.

分析师的调查结果显示,22%的青少年计划在今年秋季/冬季升级到iPhone 16,略低于2023年秋季的23%和2022年秋季的24%。然而,这比2024年春季调查的20%有所增加,分析师补充道。

As per the Fall 2024 survey, Farrell notes that 87% of teens owned an iPhone, consistent with historical levels. Additionally, 88% of teens expect their next phone to be an iPhone, aligning with recent survey trends.

根据2024年秋季的调查,法雷尔指出,87%的青少年拥有一部iPhone,与历史水平保持一致。此外,88%的青少年期待他们的下一部手机会是一部iPhone,与最近的调查趋势一致。

Moreover, the analyst writes that only about 30% of teens intend to upgrade any Apple hardware in the next six months due to Apple Intelligence, which seems low considering their enthusiasm.

此外,分析师指出,约30%的青少年打算在接下来的六个月内升级任何苹果硬件,由于苹果智能,这似乎很低,考虑到他们的热情。

Related: Apple iPhone 16 Selling At A 'Greater Rate Than Last Year,' Says T-Mobile CEO Amid Reports Of Lower Demand: 'People Are Buying Pros, They're Buying Maxs...They're Buying Up The Food Chain'

相关:根据报道,苹果iPhone 16的销售速度比去年快,T-Mobile首席执行官表示iPhone 16需求较低:'人们正在购买Pro,他们正在购买Max...他们正在逐渐提升市场份额'

The analyst notes that the average iPhone among teens is roughly three generations behind the iPhone 16, suggesting these older models may be overdue for an upgrade.

分析师指出,青少年中的平均iPhone大约落后于iPhone 16三代,这表明这些旧型号可能需要进行升级。

In addition, Farrell says that over 70% of teens own AirPods, and 25% plan to purchase them in the next six months.

此外,法雷尔表示,超过70%的青少年拥有AirPods,25%计划在接下来的六个月内购买。

Also, more than 30% of teens surveyed own an Apple Watch or iPad, adds the analyst.

此外,在调查中,超过30%的青少年拥有苹果手表或iPad,分析师补充道。

The analyst rated the company Neutral with a price target of $225.

分析师给予该公司中立评级,并设定了225美元的目标价格。

Also Read: Apple Revenue Growth 'Just Too Slow For Investors To Get Excited About': Analyst Highlights Advertising As Future Catalyst

另请参阅:苹果营业收入增长速度对投资者来说“太慢了,难以引起兴奋”:分析师强调广告是未来的催化剂。

Price Action: AAPL shares are up 1.22% at $228.52 at the last check Wednesday.

价格走势:苹果股票在上周三收盘时上涨了1.22%,报228.52美元。

Image via Unsplash

图片来源:Unsplash

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