Apple Intelligence hasn’t convinced people to buy an iPhone 16, Apple analyst Ming-Chi Kuo said today. According to Kuo, a supply chain survey suggests Apple Intelligence is not pushing people to upgrade their devices.
The delay between the Apple Intelligence introduction in June 2024 and a launch even after iPhone 16 models came out was a contributing factor, and Apple Intelligence “appeal has significantly declined” compared to cloud-based services like ChatGPT.
There is also no indication that Apple Intelligence will drive Services revenue, as Apple CEO Tim Cook said in December that Apple has never discussed charging for Apple Intelligence. Bloomberg’s Mark Gurman said that Apple could start charging for Apple Intelligence in 2027 or beyond, but it remains to be seen if that will happen.
Read more at MacRumors.com