Analysts at Morgan Stanley and Barclays indicate a slow start for iPhone sales due to the absence of an upcoming software upgrade, potentially damaging stock rally hopes.
David Vogt of UBS expressed skepticism, stating "we don't view the AI-related offerings as compelling enough in the near term to drive significant demand" for the new iPhone.
The delayed rollout of iOS 18, which promises advanced AI features, raises concerns that potential buyers might postpone their purchases, affecting overall sales.
Apple faces stiff competition from rivals like Samsung, which is integrating Google AI into its smartphones, further complicating the sales landscape for the new iPhone.
[
Collection
]
[
|
...
]