Apple Intelligence didn't come with the latest iPhone 16 drop on September 20, but that won't matter - analysts are confident that it'll still boost iPhone 16 sales throughout the next 12 months as Apple releases the AI-powered features in multiple software updates.
Luria told BI that he puts "very little credence" in third-party reports to gauge iPhone 16 demand, calling it an "exercise in futility." He compared Apple Intelligence's sales boost potential to the excitement around 5G coverage for iPhone 12 about four years ago.
The analyst compared Apple Intelligence's sales boost potential to the excitement around 5G coverage for iPhone 12 about four years ago. Luria said that when the iPhone 12 was released with 5G, the feature boosted sales by 40% from the iPhone 11.
According to the analyst, the difference now is that Apple Intelligence won't come out of the box. Luria added that, for Apple to do well this year, the company needs to grow sales by 10%, which doesn't have to happen overnight.
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