Apple Intelligence will appear this fall
Investment company Morgan Stanle & Mdash; and that they want an apple intelligence, especially if they can also get a thin or folded model. The expected modernization of the iPhone. even if he retained his own target price of $ 220, Morgan Stanley could not expect a great response from buyers in his last survey. But, according to the investor’s note seen by Appleinsider, this is what happened. from the examination of 3300 US consumers Morgan Stanley reports: This figure of 51% of the current iPhone users intend to update is a record high record for Morgan Stanley polls. Although the survey, apparently, does not indicate the model, update over the next year means that users who intend to buy new iPhone from any of the iPhone 16 range, the iPhone 17 range or the expected iPhone 17e in February or March 2026. 42% of current users who think that Apple intelligence is very or extremely important, in particular, think for their next iPhone. Of the users who intend to update over the next 12 months, this figure increased to 54%. , recognizing Criticism about the intelligence of Apple, Morgan Stanley also reports that users are preparing for their money. His survey said that if Apple was monetized by Apple Intelligence, on average, users will be ready to pay up to 9.11 dollars a month. This is important both because it grew after a company survey in September 2024, which spoke in 8.17 US dollars per month, and for the breakdown of this average. Without detailing the numbers, Morgan Stanley says that the average value has increased, because more and more users are ready to pay from 10 to 15 dollars a month, and less users do not want to pay at all. Morgan Stanley says that yet it expects Apple to be charged for Apple Intelligence, but he believes that a paid walls will come. Currently, his analysts predict that Apple’s monetization can earn an Apple tens of billions of dollars a year. in the Shorter Term, Morgan Stanley Expects an iPhone Slim in September 2025, and Says An iPhone Fold Isingly Likely For 2026. IT. IT. IT. Expects That Such Form Factor Changes Cooks Apple Growth That is Similar to What Had Last Major Form Redesigns with the iPhone X and IPhone 12. that Folding iPhone, Throwh, IS Expected to Cost 2000 or more. It is unclear whether Morgan Stanley included this point of value in his survey or estimates. Morgan Stanley also notes that Apple is faced with obstacles such as the unpredictability of “mutual” Trump tariffs. There is also a problem of weakening demand for iPhone in China.
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