Guotai Junan Forecasts iPhone 16 Shipment Growth, AI Features Drive Up Volume and Price for Apple Supply Chain
Guotai Junan Forecasts iPhone 16 Shipment Growth, AI Features Drive Up Volume and Price for Apple Supply ChainGuotai Junan's research report indicates that Apple is expected to launch the iPhone 16 in September 2024. The upcoming upgrade cycle, coupled with the partial implementation of AI features, is expected to drive shipment growth
Guotai Junan Forecasts iPhone 16 Shipment Growth, AI Features Drive Up Volume and Price for Apple Supply Chain
Guotai Junan's research report indicates that Apple is expected to launch the iPhone 16 in September 2024. The upcoming upgrade cycle, coupled with the partial implementation of AI features, is expected to drive shipment growth. Major clients are actively stocking up, and the upstream industry chain is optimistic about future prospects.
According to the report, Apple released beta versions of iOS 18.1, iPadOS 18.1, and macOS Sequoia 15.1 to developers in July 2024. These versions include some AI features such as WritingTools and speech transcription. Full Apple Intelligence functionality is expected to be rolled out by the first half of 2025.
Furthermore, Apple is planning to release new SE and SLIM models in 2025. iPhone sales are projected to surpass 250 million units in 2025. Apple products equipped with AI features will enhance the performance requirements for components and PCBs, driving up hardware value. The Apple supply chain is poised for a surge in both volume and price.
The report emphasizes that as Apple continues to enhance its AI capabilities, the performance requirements for components will increase, creating new growth opportunities for the Apple supply chain. For example, AI features demand higher performance from hardware such as CPUs, GPUs, and memory, which will also fuel the development of related chip suppliers.
In conclusion, Guotai Junan's research report expresses optimism about the market performance of the iPhone 16. They believe that the upgrade cycle and the implementation of AI features will drive shipment growth and create opportunities for the Apple supply chain to experience a surge in both volume and price.
Tag: Guotai Junan Forecasts iPhone Shipment Growth AI Features Drive
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