"We believe AI technology being introduced into the Apple ecosystem will bring monetization opportunities on both the services as well as iPhone/hardware front and adds $30 to $40 per share."
Daniel Ives: Drumroll for Apple's iPhone 16
11 months ago
11 months ago
From "Don't see AI having a big impact on Apple this year or next, says LightShed Partners' Walter Piecyk" which aired Tuesday on CNBC.
Read More Walter Piecyk is an iPhone supercycle skeptic (video)
"We also think word of mouth marketing will be a more sizable driver of iPhone growth than usual assuming the Apple Intelligence features enjoy a positive reception." — Analyst Amit Daryanani
Read More Apple: Evercore expects an AI-driven long-tailed iPhone supercycle
The new timing means the AI capabilities won’t be widely launched until a subsequent update to the new operating system.
Read More Mark Gurman: iPhone 16 will arrive without its whizbang intelligence
From "Biden-Harris Administration Announces New AI Actions and Receives Additional Major Voluntary Commitment on AI" posted Friday by whitehouse.gov.
Read More Apple first to sign 'responsible AI' pledge — White House
"Bulls point to Apple’s massive base of iPhone users who might want to upgrade, but they could be overestimating demand."
Read More Barron's: Is Apple headed for a supercycle? Wall Street debates.
"Bringing Apple Intelligence to China is going to be a marathon rather than a sprint."
Read More It may take a few quarters for Apple to crack the Chinese AI market
"We believe Apple has cemented a long-term position atop the consumer electronics industry with a focus on a premium ecosystem of tightly integrated hardware, software, and services." — Analyst William Kerwin
Read More Morningstar sticks with $170 Apple 'fair value estimate', despite AI promise
"By relentlessly highlighting everyday use cases, Apple has managed to wrangle the more hysterical promises of AI into something approachable (and monetizable) inside its ecosystem."
"If any company can get this done it’s going to be Apple." — Citrini founder James van Geelen
Read More This early AI investor thinks his bet has got a little frothy
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