Kuo: Apple Knows Apple Intelligence is 'Underwhelming' and Won't Drive iPhone Upgrades

The Apple Intelligence features that Apple introduced with iOS 18 are not pushing people to upgrade their iPhones, Apple analyst Ming-Chi Kuo reiterated today. Apple's recent Siri failures are also going to have an impact on 2025 iPhone shipments, which the market is beginning to realize.
As early as last July, Kuo said expectations that ‌Apple Intelligence‌ could drive ‌iPhone‌ upgrades were likely "too optimistic," and in January, he was even more explicit and said that the