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AI有望提振iPhone 16銷量!蘋果坐穩“股王”寶座
格隆匯 07-11 09:29

由於AI技術的刺激,蘋果預計今年下半年iPhone 16的出貨量將比去年同期的iPhone 15增長約10%。

隔夜,蘋果大升1.88%,報232.98美元/股,總市值3.57萬億美元,位列美股第一。

分析來看,蘋果的這一波升幅完全是由AI帶來的。自蘋果6月11日宣佈AI大消息以來,公司股價已累計上升超20%。

AI有望提振出貨量

蘋果預計今年下半年出貨至少9000萬台iPhone 16設備,並希望在經歷了艱難的2023年之後,人工智能服務能夠刺激對其新產品線的需求。

知情人透露,蘋果吿訴供應商和合作夥伴,其目標是新款iPhone的出貨量與前代產品相比增長約10%,此前蘋果在去年下半年出貨了約8100萬台iPhone 15。

知情人士表示,蘋果越來越有信心,新增的一些Apple Intelligence功能將有助於在iPhone 16今年晚些時候上市時提振需求。

彭博分析師在週三的一份報吿中表示,這一樂觀預測是“過去兩年智能手機銷售低迷的一個積極信號”

監管是一大阻礙

入局AI讓蘋果股價大升,但智能手機行業的競爭依然較為激烈,三星電子、小米、華為等手機廠商也在佈局AI。

去年下半年,對蘋果來説尤為艱難。在主要收入來源大中華區,蘋果受到了華為Mate 60系列的衝擊。

儘管如此,分析師預計,iPhone的收入將在今年下半年下滑。

更為重要的是,經濟因素影響下,智能手機的換機週期已經拉長,就連蘋果也不得不採取了以價換量的優惠活動。

IDC的數據顯示,去年智能手機整體出貨量下降了3.2%,Apple實現了3.7%的增長。

此外,人工智能作為先進技術,各國監管在政治和反壟斷上都較為敏感,蘋果可能受到影響。

此前,蘋果已經宣佈將推遲在歐洲推出AI功能

在大中華區,Canalys的高級副總裁Nicole Peng表示,蘋果未來最大的問題是如何遵守中國的人工智能政策,政策上的限制可能會阻礙蘋果將AI融入產品的初步嘗試。

微軟、蘋果淡化與OpenAI的聯繫

由於監管機構對大型科技公司投資AI初創企業的審查越來越嚴格,微軟已經放棄在OpenAI董事會的觀察員席位,蘋果據悉也不會擔任類似職位。

知情人士透露,作為將ChatGPT集成到iPhone中的協議的一部分,蘋果原本有望在OpenAI董事會中擔任觀察員,但蘋果並未這樣做。

OpenAI方透露,將通過定期與微軟、蘋果等合作伙伴以及投資者Thrive Capital和Khosla Ventures舉行會議,建立一種與利益相關者接觸的新方法。

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