Despite rumors of AI coming to the iPhone this year, Kuo asserts that Apple will not launch a more comprehensive GenAI ecosystem until 2025 at the earliest. He also predicts a continued decline in shipments in the Chinese market due to a preference for foldable phones and the resurgence of Huawei. However, there are reports of updates to the iPhone 16 range, including different displays, advanced camera lenses, more efficient OLED displays, improved battery life, and a new microphone, among others.
Key takeaways:
- The iPhone 16 series, expected to arrive this fall, may not have significant design changes or generative AI, potentially leading to less stellar sales, according to a report by analyst Ming-Chi Kuo.
- Apple has reportedly lowered its 2024 iPhone shipments of key upstream semiconductor components by 15%, which could be the most significant decline among major global mobile phone brands in 2024.
- Despite rumors of AI coming to the iPhone this year, Kuo suggests that Apple will not launch the more comprehensive/differentiated GenAI ecosystem/applications until 2025 at the earliest.
- There are reports of new updates to the iPhone 16 range, including different displays on some models, wider implementation of the tetraprism camera, more advanced camera lenses, more efficient OLED displays, improved battery life, and a new microphone to improve Siri among others.