Microsoft, Google, and OpenAI Introduce New AI Features to Boost Spending and Enhance User Experience on Nostr: Morgan Stanley Expects Record AI Smartphone Upgrades for Apple, Upgrades Stock to Top ...
Morgan Stanley Expects Record AI Smartphone Upgrades for Apple, Upgrades Stock to Top Pick
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#53bf17bf ver:1.76
Morgan Stanley predicts record AI smartphone upgrades for Apple, upgrading the stock to top pick. They expect Apple to ship 235 million iPhones in FY25 and 262 million in FY26, driven by the integration of Apple Intelligence. With only 15% of current devices supporting AI, there is a significant opportunity for upgrades. The US is expected to have a record 36% upgrade rate in FY25, while globally, the iPhone replacement cycle will accelerate in FY26. This projection results in an all-time high of 262 million shipments, driving 4-5% annual growth in average selling prices. $AAPL #Apple #AI #smartphones...
#newstr #Apple #MorganStanley #Iphone #Ai #UpgradeCycle
https://here.news/story/53bf17bf?ver=1.76
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#53bf17bf ver:1.76
Morgan Stanley predicts record AI smartphone upgrades for Apple, upgrading the stock to top pick. They expect Apple to ship 235 million iPhones in FY25 and 262 million in FY26, driven by the integration of Apple Intelligence. With only 15% of current devices supporting AI, there is a significant opportunity for upgrades. The US is expected to have a record 36% upgrade rate in FY25, while globally, the iPhone replacement cycle will accelerate in FY26. This projection results in an all-time high of 262 million shipments, driving 4-5% annual growth in average selling prices. $AAPL #Apple #AI #smartphones...
#newstr #Apple #MorganStanley #Iphone #Ai #UpgradeCycle
https://here.news/story/53bf17bf?ver=1.76