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iphone 16 is officially released! analysts say it will bring a super iphone replacement cycle

2024-09-10

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fast technology reported on september 10th,apple’s iphone 16 series was officially released early this morning. apart from the most obvious changes in size and chip speed upgrades, there are not many new features in other hardware.

looking back, the iphone's brilliant sales record was set in fiscal 2021, when the generous promotions and upgrade policies of wireless operators added a strong touch to iphone sales. however, the market is changing, and apple urgently needs a new breakthrough to restart its growth engine.

against this background, industry analysts have high hopes for the iphone 16, and have predicted that it will lead an unprecedented "super iphone replacement wave."daniel ives, a senior stock analyst at wedbush securities, boldly predicted that apple's iphone sales in fiscal 2025 are expected to exceed 240 million. this figure not only highlights the market's high expectations, but also foreshadows the huge market response that the iphone 16 series may bring.

what is particularly noteworthy is that daniel ives predicts that the initial shipments of iphone 16 will exceed 90 million units, a figure far exceeding wall street's general expectations of 80 million to 84 million units, further confirming the market's strong interest and urgent demand for the new iphone.

“we continue to see further signs across the asian supply chain that this iphone upgrade cycle could be historic, setting the stage for a super cycle,” said daniel ives.because we currently estimate that there are approximately 300 million iphones worldwide that have not been upgraded in more than four years.

however, it is worth noting that well-known technology media person mark gurman recently revealed that apple chose to postpone the release of some core functions of apple intelligence in the final decision. this adjustment may mean that apple is more cautious in considering the maturity and application scenarios of ai technology, and it also reflects that the current ai function is still weak in promoting consumers' willingness to change their phones, even in the practical exploration of pioneers such as samsung electronics.