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.
隨着蘋果公司(納斯達克:AAPL)明天準備推出備受期待的第16代iPhone系列,著名華爾街分析師丹·艾夫斯(Dan Ives)表示這可能是科技巨頭的一個具有里程碑意義的時刻。
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."
爲了促進"科比提諾最大規模的升級週期",Wedbush在週日發佈的研究報告中聲稱,iPhone16的發佈可能會引發一個里程碑式事件。
Ives, known for his bullish stance on Apple, cites the integration of artificial intelligence as a key driver for this predicted supercycle.
以蘋果公司爲例,這也符合該公司的樂觀立場,他提到人工智能的整合是這一預測超級週期的關鍵驅動力。
"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.
「這次iPhone16的發佈完全是關於蘋果智能和通過科比提諾引發消費者人工智能革命的釋放,」艾夫斯寫道。他預計未來數年全球約20%的消費者最終將通過蘋果生態系統訪問和互動生成式人工智能應用。
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分析師對蘋果iPhone 16的前景充滿樂觀,並通過對供應鏈的檢查進一步支持了這一觀點,結果顯示iPhone 16的初始發貨量超出了預期。艾夫斯預計發貨量將接近9000萬台,超過之前市場預期的8000到8400萬台,這將是同比增長的兩位數。
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.
展望未來,艾夫斯認爲由於人工智能驅動的升級週期的啓動,蘋果公司到2025財年的iPhone銷量可能超過2.4億部。他維持對蘋果股票的跑贏大盤評級,並有285美元的目標價。
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.
艾夫斯還強調了蘋果公司人工智能推動戰略的重要性,並預測在未來6到12個月內,開發人員將爲蘋果生態系統創建數百個生成式人工智能驅動應用程序。
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.
至於iPhone 16本身,艾夫斯預計Pro型號將擁有更大的顯示屏,引入A18芯片(高端型號還將有A18 Pro版本),電池續航時間更長,相機技術也得到了改進。他預計蘋果將保持與iPhone 15類似的價格,以鼓勵人們廣泛採用經過人工智能增強的設備。
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."
隨着明天在蘋果公園舉行的發佈會,所有關注點都將集中在CEO Tim Cook及其團隊身上,看他們是否能夠實現像Ives等分析師設定的高期望。如果他的預測成真,我們可能會見證Ives所說的"蘋果增長故事的下一篇篇章"的開始。
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.
爲什麼重要: iPhone 16發佈會被譽爲"Glowtime"活動,一直是科技愛好者們關注的焦點。預計此次活動將發佈iPhone 16系列,並可能對Apple Watch和AirPods進行升級。
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系列將採用ARm Holdings的下一代人工智能芯片技術,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,蘋果有可能根據週日一位研究人員的暗示,停產包括USb-C在內的所有三款EarPods,這一舉措可能進一步簡化蘋果的產品線,將消費者的注意力集中在新款iPhone 16及其先進功能上。
Apple Glowtime logo courtesy of Apple.
Apple Glowtime徽標,由蘋果提供。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明:本內容部分使用人工智能工具生成,並經Benzinga編輯審核發佈。