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.
在蘋果公司（納斯達克:AAPL）準備開始"Glowtime"活動之際，Wedbush分析師丹·艾夫斯（Dan Ives）預計將迎來該科技巨頭的"歷史時期"，其由iPhone 16系列的發佈引發。
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.
發生了什麼：艾夫斯在週二的CNBC節目"Squawk on the Street"上分享了他的觀點，討論了即將到來的蘋果活動以及新的iPhone 16對市場的潛在影響。
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.
艾夫斯談到了首席財務官盧卡·馬埃斯特里（Luca Maestri）離職的情況，他對蘋果的順利過渡表示了信心，指出這樣的變化對蘋果來說是一年初的典型現象。
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.
然後，他基於亞洲地區的零部件檢查和Wedbush估計的尚未升級的30000萬部iPhone（據Wedbush估計）的情況，預測了一個由人工智能驅動的重大iPhone升級週期。
"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.
"這將開啓一個歷史時期......根據我們的估計，全球25%的人最終將通過iPhone接觸到人工智能，" 艾夫斯在採訪中表示。
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."
他後來在X（之前是Twitter）上重申了他的預測，稱"這次iPhone 16的升級週期可能是一個歷史性的階段，爲超級週期奠定了基礎。"
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
目前全球約有30000萬部iPhone已經超過4年未進行升級，這次iPhone 16的升級週期可能是一個歷史性的階段，爲超級週期奠定了基礎。@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.
爲什麼重要：週二，蘋果宣佈首席財務官的交接，馬埃斯特里將於2025年1月1日卸任，並由蘋果的財務規劃與分析副總裁凱文·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.
這家科技巨頭還確認了其年度iPhone發佈會「Glowtime」將於9月9日星期一舉行，屆時預計將推出多款新產品，包括備受期待的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.
投資者和科技愛好者正密切關注着蘋果公司，即將推出的iPhone 16及其基於人工智能的功能引起了巨大轟動。
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，艾維斯表示，蘋果正在成爲消費者人工智能革命的「$4萬億之路」上的關鍵參與者，通過蘋果智能的整合實現。
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，一些分析師警告說，人工智能的改進將逐步在未來幾年中引入，例如增強版Siri等功能預計要等到2025年才會推出。
Photo courtesy: Apple
圖片提供：蘋果
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