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Slow and steady and AI may help iPhone win the race.

One iPhone competitor Any and AI may help iPhone win the race.

One iPhone competitor may have supply constraints and FineMai may finally find its way to South

Korea.

It is Friday, the 6th of September, 2024.

I'm Ken Ray and this is news from Maco-S Ken,

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There was a mildly interesting piece on the next round of iPhones in the Wall Street Journal on Thursday, pretty much boiled down to how difficult it's going to be to grow a business as big as iPhone

and how AI might help Apple do that.

That said, they were two particularly interesting parts.

Citing data from S&P Global Market Intelligence, the journal says the iPhone business on its own,

would rank as the 15th largest company on the S&P 500 based on revenue

for the 12 month period ended in June.

That would make it larger than Chevron, larger than Ford, and larger than General Motors.

Then there was a sensible sounding take from Bernstein research analyst Tony Sakanagi. If I've owned 16 sales are only

okay that will be fine according to the secondator. The journal piece has

watchers starting to expect a ramp up in iPhone sales over the next couple of years.

Consensus is calling for unit sales to grow 4.5% in fiscal year 25, followed by growth of 5.4 percent in fiscal year

26. The piece cites the later launch of Apple Intelligence expected by the journal October, is one reason for that ramp.

What imagines the slow role of Apple Intelligence outside the U.S. will also play a part in that

...