The rollout of Apple Intelligence features, which include long awaited upgrades to its neglected Siri personal digital assistant, an AI image generator, notification summaries, and many more elements will take several months to years, as Apple deals with language, tech, and regulatory challenges.

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	Forwarded this email? Subscribe here for more Gene Munster: Apple Intelligence will ultimately be the catalyst for an iPhone upgrade ‘supercycle’ MacDailyNews Nov 1   READ IN APP   The rollout of Apple Intelligence features, which include long awaited upgrades to its neglected Siri personal digital assistant, an AI image generator, notification summaries, and many more elements will take several months to years, as Apple deals with language, tech, and regulatory challenges. Martin Baccardax for TheStreet: ‎ That delay, in fact, is part of the reason Apple’s near-term revenue forecast, which estimates December-quarter sales rising in the low-to-mid-single digits percent, was seen as largely disappointing for investors who were looking for an early indication that Apple Intelligence was sparking demand for the newly released iPhone. “This is still a waiting game when it come to the benefits of AI iPhone growth,” said Deepwater Asset Management’s Gene Munster, who remains convinced that AI will ultimately be the catalyst for an iPhone upgrade “supercycle.” “The most potent piece of this demand acceleration is likely to come in the June quarter,” he said. “I don’t think it’s going to play out in December.” ‎ MacDailyNews Take: Gene Munster is correct. The rollout of meaningful and useful Apple Intelligence features over time will lead to a multi-year iPhone upgrade supercycle. Get ready for the looming multi-year iPhone supercycle. – MacDailyNews, July 31, 2024 We are currently about 1/4th of the way to being sustainable with Substack subscriptions. Not a bad start! Please tell your Apple-loving friends about MacDailyNews on Substack and, if you’re currently a free subscriber, please consider $5/mo. or $50/year to keep MacDailyNews going. Just hit the subscribe button. Thank you! Upgrade to paid You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2024 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe