Apple Intelligence Driving Upgrade Intent
- Apple introduced a broad set of artificial intelligence features during its WWDC Keynote last week, branding the collection under the moniker “Apple Intelligence.”
- In the days following the WWDC Keynote, occam detected that certain AI-enabled features are driving smartphone upgrade interest.
- A rise in purchase intent could drive a meaningful iPhone upgrade cycle this fall, given that only late-model iPhones support many of the new AI features and given that occam shows that the average age of iPhones has been increasing (data available upon request).
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