iPhone supercycle
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Apple Stock Downgraded After iPhone 17 Reveals
Youtube· 2025-09-12 14:07
Core Viewpoint - Wall Street sentiment on Apple has reached a five-year low following the recent product unveiling, indicating a lack of confidence in the company's ability to drive an iPhone upgrade supercycle [1] Product Design and Features - The lack of new designs and features in recent years has hindered Apple's sales, with the belief that new form factors and real features are essential for driving consumer interest [2][3] - The optimism surrounding the new iPhone 17 Pro and Pro Max is attributed to their new look, camera improvements, and color options, which are expected to attract consumers to stores [4] Consumer Behavior - Consumers typically purchase phones due to practical needs such as broken screens or battery issues, rather than solely for aesthetic reasons [6] - The upcoming integration of revamped Siri is anticipated, but it is suggested that AI features will not significantly influence purchase decisions in the near term [5][6] Product Durability - Apple executives demonstrated the durability of the new iPhone by allowing a journalist to attempt to bend it, showcasing confidence in the product's build quality [8][9]