The rollout of Apple Intelligence features, which include long awaited upgrades to its neglected Siri personal digital assistant, an AI image…
Tag: iPhone supercycle
Dan Ives foresees Apple ‘supercycle’ with new Apple Intelligence-optimized iPhones
Wedbush analyst Daniel Ives is optimistic about Apple’s future growth, anticipating a “supercycle” of upgrades beginning with the newly…
Supercycle looms: 300 million iPhone users have not upgraded in over 4 years
Apple plans to unveil its iPhone 16 handsets at the company’s “It’s Glowtime” product launch event on Monday. Some 300 million iPhone users…
Apple orders over 10% more iPhones than last year ahead of Apple Intelligence debut
Ahead of the release of Apple Intelligence, Apple is anticipating strong demand for its upcoming AI-powered iPhones, informing suppliers…
UBS analyst doubts Apple will see an iPhone supercycle
With Apple shares up 38% from their April lows, a UBS analyst claimed investors’ “optimism is misplaced,” as an iPhone supercycle may not…
Apple’s ups A18 chip orders ahead of expected AI surge in iPhone 16 demand
Apple has reportedly upped its order of next-generation A18 SoCs from TSMC due to expected high demand for its upcoming iPhone 16 lineup…
The better once-in-a-generation investment opportunity: Apple or Nvidia?
Is Apple a better once-in-a-generation investment opportunity than Nvidia right now? No rule says a company can’t have multiple…
Apple Intelligence will catalyze an iPhone supercycle; the AI party is just getting started – analyst
Apple 3.0’s Philip Elmer-DeWitt has published analyst Daniel Ives’ note to Wedbush Securities clients regarding Apple, Nvidia, AI, and more…
Apple Intelligence could spark iPhone ‘supercycle’
Apple Intelligence is the personal artificial intelligence system for iPhone, iPad, and Mac that combines the power of generative AI models…
Apple’s iPhone 16 is poised for a strong sales cycle even without AI
Apple’s Worldwide Developers Conference kicks off on Monday. The company is expected to unveil upgrades to its next mobile operating system…
Artificial intelligence could rev up Apple’s iPhone sales
Apple — and investors — are looking to artificial intelligence to increase consumer and business interest in its offerings, particularly in…
Apple’s 5G iPhone supercycle is big and long
Apple’s fiscal Q321 (June quarter) report provided continuing evidence that its in the midst of a multi-year iPhone supercycle as the huge…
Supercycle: Apple’s iPhone 12 sales cross 100 million mark within 7 months of launch
Apple’s iPhone 12 sales are virtually the same as the iPhone 6 series that helped Apple achieve its first volume supercycle at the cusp…
Analyst: There’s no stopping Apple’s iPhone super cycle
Wedbush analyst Daniel Ives says his channel checks show that Apple’s multiyear iPhone super cycle continues unabated…
Analyst: ‘iPhone 13’ demand could be boosted by iPhone 12 supercycle
Apple’s production of the iPhone 12 family is continuing in strong fashion with Apple likely to continue enjoying the “supercycle” into and…
Good news for Apple and consumers: The 5G iPhone is reigniting the carrier subsidy wars
Apple and consumers are in the driver’s seat as the carriers, with the launch of Apple’s iPhone 12 family, offers aggressive subsidies …
Apple fans seem more excited for Apple’s new iPhones this year
Morgan Stanley analyst Katy Huberty is encouraged that ‘search intensity’ for the word ‘iPhone’ is still on the rise…
RBC lifts Apple price target from $240 to $250
Apple Inc. is set to gain on higher-than-expected demand for its latest iPhone models…
Regardless of cost, nearly half of iPhone users will upgrade to the new 2018 models introduced today
It’s being report today that data suggests that Apple’s iPhone announcements today…
Almost half of Apple iPhone users plan to upgrade to a new model soon – survey
A report earlier this week indicated that this year’s iPhone refresh could be Apple’s biggest…
Apple’s next-gen iPhone lineup projected to achieve best performance since iPhone 6/Plus supercycle
Shipments of new iPhone series to be unveiled in mid-September are expected to reach 70-75 million units…
Apple’s next-gen iPhones could drive significant growth
Apple is preparing to launch three new iPhones this year. One of the new iPhones is expected to be an upgraded version of the current premium iPhone X and another…
Surprise, Apple is crushing it after all
New data surrounding the iPhone’s dominance has been released…
Analyst: Apple well-positioned to generate a ‘Revenue Super Cycle’ this year
Apple has a commanding 76% of smartphone revenue in North America…
Ming-Chi Kuo: Apple’s real iPhone supercycle will be in 2018
A little while ago, generally reliable analyst Ming-Chi Kuo with KGI Securities, whose Apple analysis and predictions…
Apple iPhone X supply is improving, but is still tight at retail stores
Delivery wait times for iPhone X smartphones ordered from Apple’s website have shrunk…
Apple’s sales and earnings are set to blow past analysts’ estimates, thanks to revolutionary iPhone X
Since Apple revealed its new iPhone lineup back in September, it has been clear that the company…
UBS lowers iPhone unit sales forecast as survey shows ‘more muted’ demand
The market’s anticipation of big sales from Apple’s new iPhones drove its shares higher this year…
Apple has never purchased so many iPhone components
We maintain our positive stance on AAPL as we see multiple tailwinds that should enable double-digit EPS growth…
Apple’s second, post-iPhone X supercycle
Apple could enjoy a second supercycle once next year’s iPhones launch…
Apple to settle for just half of planned iPhone X shipments, only 20 million units expected by year end
Initial shipments of Apple’s highly anticipated iPhone X are expected to total around 20 million units…
Analyst: Apple’s iPhone supercycle morphs into a ‘super-long’ iPhone cycle
“What had been thought to be a ‘super cycle’ for the iPhone, is now a ‘super-long cycle’ as sales…
Ming-Chi Kuo: Apple’s true iPhone ‘supercycle’ coming in 2018
KGI’s Ming-Chi Kuo is today out with a new investor note in which he further analyzes the iPhone X…
What Wall Street expects from Apple’s special event
The biggest consumer technology product event of the year will be held Tuesday…
1 in 3 iPhone users to upgrade to a new iPhone in 2018
Apple will grow its share of industry profits with its strong customer base and growing share of the premium tier market…
Apple vs. Qualcomm: Everyone wins? Why both companies might want to settle quickly
It’s unlikely that the quarrel will lead to prolonged litigation or court trials…
This Apple iPhone ‘supercycle’ could have staying power: Apple may enjoy two consecutive successful iPhone cycles
When Apple introduced the iPhone 6 and iPhone 6 Plus back in late 2014, it triggered what’s now called…
Short interest in Apple drops almost 3 million shares ahead of earnings
Apple’s share price, and perhaps the fall-off in short interest, are due to the…
Apple analysts brace for ‘big guide down’ amid ‘iPhone 8’ delay reports
The iPhone 8 cycle is going to look like a pig in a python…
UBS sees massive pent-up demand for Apple’s next-gen iPhones
UBS said in a note to investors on Tuesday that it’s reiterating its buy rating on Apple with a 12-month price target of…
Deutsche Bank ups Apple target price
Deutsche Bank analyst Sherri Scribner says Wall Street’s consensus estimate is too…
Deutsche Bank: ‘iPhone 8’ sales will not eclipse iPhone 6 supercycle
The factors that led up to the 2015 iPhone 6 and 6 Plus release was the “real super cycle,” Deutsche Bank says…
