Apple Intelligence iPhone supercycle will likely begin in the June 2025 quarter – Munster

Apple’s September quarter results reflected stronger than expected iPhone sales and gave guidance for December that suggested top line growth will essentially be unchanged from September. In other words, Apple Intelligence will not accelerate growth in the December quarter, a reality that is disappointing to the “iPhone supercycle” camp. Deepwater Asset Management’s Gene Munster believes that once these features are in place, and available worldwide, the iPhone supercycl