Content: Analyst Ming-Chi Kuo called the performance of Apple Intelligence "underwhelming," adding that it won't entice people to replace their older iPhones.


In a social media post on Thursday, Kuo reiterated his previous claims that Apple Intelligence would "contribute less than expected to shipment volumes." In October 2024, the analyst said more or less the same thing — that Apple's AI features would not facilitate a short-term boost in iPhone sales.

According to Kuo, the market has recently adopted a more cautious view of Apple Intelligence, presumably because of the debacle Apple faced with its planned Siri upgrades. We can already see signs of this, as Morgan Stanley decreased their expectations for Apple's stock prices, citing concerns regarding the current status of Siri and its postponed Apple Intelligence overhaul.


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