Apple Analyst Signals 'Slower Start To The AI Cycle' As iPhone 16 Demand Softens
Apple Analyst Signals 'Slower Start To The AI Cycle' As iPhone 16 Demand Softens
As a result, JPMorgan has adjusted its near-term iPhone unit forecast, now estimating about 126 million iPhones sold in the second half of 2024, down from 130 million previously.As the curtain rises on the iPhone 16 Series, Apple enthusiasts are buzzing with anticipation. However, JPMorgan analyst Samik Chatterjee suggests that while the hype is palpable, the initial momentum for high-end models appears muted compared to past launches.
隨着iPhone 16系列的登場，蘋果愛好者們已經迫不及待。然而，摩根大通分析師Samik Chatterjee指出，雖然炒作不絕，但高端機型的初期動能似乎不如過去的推出那麼活躍。
iPhone 16: 'Launch Lacking Early Momentum'
iPhone 16：「推出缺乏初期動能」
Chatterjee highlights that the rollout has faced a slight hiccup, primarily due to the unavailability of AI capabilities, which seems to be causing a pause among potential buyers.
Chatterjee強調，推出面臨輕微波折，主要原因是人工智能能力的不可用，這似乎導致潛在購買者猶豫不決。
In Chatterjee's latest insights, he points out, "Early signs are indicating a robust product cycle; albeit, with the launch lacking early momentum for the high-end models." This may prompt consumers to hold off on their purchases until they can fully grasp the AI value proposition.
在Chatterjee最新見解中，他指出，「早期跡象表明產品週期強勁；儘管如此，高端機型的推出缺乏初期動能。」 這可能導致消費者暫緩購買，直到他們完全了解人工智能的價值主張。
As a result, JPMorgan has adjusted its near-term iPhone unit forecast, now estimating about 126 million iPhones sold in the second half of 2024, down from 130 million previously.
因此，摩根大通調整了其iPhone近期銷量預測，現估計2024年下半年銷售約12600萬部iPhone，較先前的13000萬部減少。
Read Also: Apple's iPhone 16 Series Leads Growth, But High-End Model Preference Declines: Analyst
閱讀更多：蘋果的iPhone 16系列引領增長，但高端機型偏好下降：分析師
Medium-Term Prospects Are Bullish, Says Apple Analyst
中期前景看好，蘋果分析師表示
Despite these short-term adjustments, Chatterjee maintains a bullish outlook on the medium-term prospects for Apple. He asserts, "We continue to forecast aggregate volumes for the 16 Series over the next four quarters to track ahead of both the 15 and 14 Series," indicating a confidence that consumer appetite for AI-integrated features will ramp up once they become widely available.
儘管有這些短期調整，Chatterjee對蘋果的中期前景持看好態度。他斷言，「我們繼續預測16系列在接下來四個季度的總銷量將超過15系列和14系列，」表明對消費者對人工智能整合功能的興趣將在這些功能普及後迅速增加的信心。
Long-Term Upside Is Evident
長期上漲潛力顯而易見
The analyst's enthusiasm for the long-term potential is underpinned by expectations of a robust AI upgrade cycle. "We see upside in several aspects of the business... transformation of the company to Services, growth in the installed base, technology leadership, and optionality around capital deployment," he said
分析師對長期潛力的熱情得到了人工智能升級週期強勁預期的支撐。他表示：「我們看到業務的多個方面存在上漲空間…公司向服務轉型、安裝基數增長、技術領先和資本部署等選擇性。」
With this optimism, JPMorgan reiterates its price target for Apple at $265 by December 2025.
有了這種樂觀情緒，摩根大通重申了對蘋果在2025年12月的265美元的價格目標。
Investors might feel a pinch in the near term, as the excitement around AI upgrades may not translate into immediate sales.
投資者可能會在短期內感到一些壓力，因爲圍繞人工智能升級的興奮可能不會立即轉化爲銷售額。
But, as Chatterjee aptly puts it, "The slower start to the AI cycle than originally anticipated" is just a temporary roadblock to growth. The real treasure, he believes, lies just beyond the horizon as Apple continues to evolve and innovate.
但正如Chatterjee恰如其分地說：「人工智能週期的啓動比最初預期的要慢」，這僅僅是增長的一個暫時障礙。他相信，真正的寶藏就在不遠的地平線之外，因爲蘋果不斷髮展和創新。
While the iPhone 16 Series may not be breaking records just yet, the groundwork for a significant AI upgrade cycle is being laid, promising a future where Apple once again dazzles its fans and investors alike.
雖然iPhone 16系列可能還沒有創下記錄，但卻正在爲一個重要的人工智能升級週期奠定基礎，承諾未來蘋果將再次讓其粉絲和投資者們眼前一亮。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。