Alex Kantrowitz: Great news for Apple that there's a story not involving Apple Intelligence or AI

Core Viewpoint - Apple is experiencing positive demand for its new iPhone models, particularly in China, indicating a return to its strengths in hardware manufacturing rather than focusing on artificial intelligence [1][2][3]. Product Performance - The new iPhone models are being well-received due to their durability and improved battery life, suggesting that consumers are responding positively to the product itself [2][3]. - The iPhone Air is perceived as a less desirable option compared to the Pro model, which offers superior features such as better battery life and camera quality [4][6]. - There is a notable consumer interest in the Pro model, indicating that the momentum for Apple may be centered around existing models rather than new introductions [6]. AI and Competitive Landscape - Apple has not made significant advancements in artificial intelligence, which poses a long-term challenge for the company as competitors like Google and Meta are making strides in this area [11][12]. - The introduction of AI products, such as Meta's AI glasses, highlights the competitive pressure Apple faces, although the transition to AI-first products is not expected to happen immediately [15][16]. - Despite the current lack of AI integration, Apple can still focus on its core competency in phone manufacturing, with plans for future models that may include innovative features [11][18].