Startup DreamersStartup Dreamers
  • Home
  • Startup
  • Money & Finance
  • Starting a Business
    • Branding
    • Business Ideas
    • Business Models
    • Business Plans
    • Fundraising
  • Growing a Business
  • More
    • Innovation
    • Leadership
Trending

Recycling Shells For Baby Oysters Reaps Financial, Environmental Gains

June 26, 2025

College Majors and Careers That Make the Most Money: Report

June 26, 2025

Anthropic Scores a Landmark AI Copyright Win—but Will Face Trial Over Piracy Claims

June 26, 2025
Facebook Twitter Instagram
  • Newsletter
  • Submit Articles
  • Privacy
  • Advertise
  • Contact
Facebook Twitter Instagram
Startup DreamersStartup Dreamers
  • Home
  • Startup
  • Money & Finance
  • Starting a Business
    • Branding
    • Business Ideas
    • Business Models
    • Business Plans
    • Fundraising
  • Growing a Business
  • More
    • Innovation
    • Leadership
Subscribe for Alerts
Startup DreamersStartup Dreamers
Home » This iPhone ‘Supercycle’ May Not Be So Super
Startup

This iPhone ‘Supercycle’ May Not Be So Super

adminBy adminSeptember 16, 20240 ViewsNo Comments3 Mins Read
Facebook Twitter Pinterest LinkedIn Tumblr Email

Some of these features won’t be available until next year, but Apple’s push to add artificial intelligence to the iPhone is still likely to drive a boom in sales, optimistic analysts say. Whereas in years past the iPhone’s hardware upgrades were the big draw, now the lure is how Apple’s hardware, like its custom chips, will be in service of advanced AI.

“Regardless of whether Apple Intelligence is supported from day one, the new iPhones are future-proof,” Paolo Pescatore, analyst and founder of PP Insights, says. Pescatore, like Ives, believes this is the start of an iPhone supercycle. “Apple’s prowess in silicon, hardware, and services will all converge to bring Apple Intelligence to life.”

Pescatore adds that Siri was in need of a much-needed overhaul, and he believes iPhone customers might now be willing to give Siri another chance.

Apple did not immediately respond to inquiries about the company’s potential for iPhone sales growth.

Super Unknown

Other analysts aren’t buying into the supercycle hype. Anand Joshi, an engineer by trade and former tech executive who is now an analyst for TechInsights, says the technical limitations of older iPhone models are likely to spur upgrades. But he believes there’s only a “50-50 chance of a supercycle.”

“The biggest driver is going to be AI, but I am still skeptical of the user experience,” Joshi says.

Similarly, Counterpoint Research senior analyst Varun Mishra says this is the start of a revenue “step-cycle” for iPhone—a series of incremental boosts—rather than a supercycle. This is partly due to the fact that the release of Apple’s AI features will be staggered over several months.

“Most of the use cases offered through Apple Intelligence are generally ‘nice to have’ and not so compelling that a large section of users will upgrade their devices earlier than expected,” Mishra says. “We also don’t see any pent-up demand, like the demand in previous supercycles, for genAI features among consumers.”

There’s also the question of whether these new AI-powered iPhones will spur sales in China, one of Apple’s most crucial markets both in terms of sales and production of iPhones.

Last fall The Wall Street Journal reported that Chinese officials ordered workers at government agencies to stop using their iPhones and other foreign-made electronics for work, which doesn’t affect the majority of the Chinese population but could have a long-term “chilling effect” on Apple’s brand in China. As Apple has rolled out more AI features, which rely on both on-device processing and data sent and received from the cloud, questions have come up as to how exactly the company’s Private Compute Cloud will operate in China. Apple hasn’t yet shared details on how this will work.

Earlier today, during the iPhone launch event, Apple said it plans to expand its AI features into other languages, including Chinese, starting next year.

Joshi, from TechInsights, says he doesn’t believe the Chinese government’s crackdown on iPhones has much impact at this point. “China will continue to buy the iPhone,” he says.

Ives thinks the key to Apple’s success in that market will be an unusual one for a company that prides itself on its full-stack technology and tightly controlling the experience it delivers: “Getting a Chinese partner will be key for Apple to enable AI in China,” he says.

Read the full article here

Share. Facebook Twitter Pinterest LinkedIn Tumblr Email

Related Articles

Anthropic Scores a Landmark AI Copyright Win—but Will Face Trial Over Piracy Claims

Startup June 26, 2025

Those Creatine Gummies You Bought Online Might Not Contain Any Creatine

Startup June 24, 2025

A False Start on the Road to an All-American Bitcoin

Startup June 23, 2025

This AI Model Never Stops Learning

Startup June 22, 2025

Companies Warn SEC That Mass Deportations Pose Serious Business Risk

Startup June 20, 2025

Unpacking AI Agents | WIRED

Startup June 19, 2025
Add A Comment

Leave A Reply Cancel Reply

Editors Picks

Recycling Shells For Baby Oysters Reaps Financial, Environmental Gains

June 26, 2025

College Majors and Careers That Make the Most Money: Report

June 26, 2025

Anthropic Scores a Landmark AI Copyright Win—but Will Face Trial Over Piracy Claims

June 26, 2025

Dbrand Responds To Killswitch Switch 2 Backlash With Promised Fix

June 25, 2025

This One Leadership Move Will Transform Your Team’s Loyalty and Performance

June 25, 2025

Latest Posts

Today’s ‘Wordle’ #1466 Hints, Clues And Answer For Tuesday, June 24th

June 24, 2025

How to Use Micro-Acquisitions to Scale Faster and Smarter

June 24, 2025

Successful Entrepreneurs Outsource These 5 Tasks — Do You?

June 24, 2025

How Learning to Sell Helped My Startup Earn $400M in Revenue

June 24, 2025

Those Creatine Gummies You Bought Online Might Not Contain Any Creatine

June 24, 2025
Advertisement
Demo

Startup Dreamers is your one-stop website for the latest news and updates about how to start a business, follow us now to get the news that matters to you.

Facebook Twitter Instagram Pinterest YouTube
Sections
  • Growing a Business
  • Innovation
  • Leadership
  • Money & Finance
  • Starting a Business
Trending Topics
  • Branding
  • Business Ideas
  • Business Models
  • Business Plans
  • Fundraising

Subscribe to Updates

Get the latest business and startup news and updates directly to your inbox.

© 2025 Startup Dreamers. All Rights Reserved.
  • Privacy Policy
  • Terms of use
  • Press Release
  • Advertise
  • Contact

Type above and press Enter to search. Press Esc to cancel.

GET $5000 NO CREDIT