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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?派傑投資正在調查
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.

派傑投資分析師馬特·法雷爾調查了大約13,500名青少年,以了解蘋果公司(納斯達克:AAPL)的iPhone升級期望。

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,蘋果於9月推出了iPhone 16,初期預訂數據顯示,由於現有iPhone用戶升級到最新型號的理由不足,iPhone 16的需求可能低於預期。

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.

分析師的調查結果顯示,22%的青少年計劃在今年秋季/冬季升級到iPhone 16,略低於2023年秋季的23%和2022年秋季的24%。然而,這比2024年春季調查的20%有所增加,分析師補充道。

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.

根據2024年秋季的調查,法雷爾指出,87%的青少年擁有一部iPhone,與歷史水平保持一致。此外,88%的青少年期待他們的下一部手機會是一部iPhone,與最近的調查趨勢一致。

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,分析師指出,約30%的青少年打算在接下來的六個月內升級任何蘋果硬件,由於蘋果智能,這似乎很低,考慮到他們的熱情。

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'

相關:根據報道,蘋果iPhone 16的銷售速度比去年快,T-Mobile首席執行官表示iPhone 16需求較低:'人們正在購買Pro,他們正在購買Max...他們正在逐漸提升市場份額'

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.

分析師指出,青少年中的平均iPhone大約落後於iPhone 16三代,這表明這些舊型號可能需要進行升級。

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

此外,法雷爾表示,超過70%的青少年擁有AirPods,25%計劃在接下來的六個月內購買。

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

此外,在調查中,超過30%的青少年擁有蘋果手錶或iPad,分析師補充道。

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

分析師給予該公司中立評級,並設定了225美元的目標價格。

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

另請參閱:蘋果營業收入增長速度對投資者來說「太慢了,難以引起興奮」:分析師強調廣告是未來的催化劑。

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

價格走勢:蘋果股票在上週三收盤時上漲了1.22%,報228.52美元。

Image via Unsplash

圖片來源:Unsplash

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  • Apple iPhone 16 Pro Boosts Sales, But Base Models Lag, Analyst Says
  • 蘋果iPhone 16 Pro提升銷量,但基礎型號滯銷,分析師表示
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