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Apple Orders Over 10 More iPhones than Last Year on AI Bet

Apple is confident in the future development of AI technology and is applying AI technology heavily in the upcoming iPhone. According to Nikkei, Apple has asked its suppliers to prepare parts for about 88 million to 90 million smartphones, a figure that exceeds the initial order of about 80 million new iPhones last year, showing Apple's optimistic expectations for new iPhone sales. The new iPhone will be equipped with an A18 series processor, and as Apple's first AI model, it is expected to set off a wave of replacement.

Apple's iPhone orders increased by more than 10%, showing strong expectations for Apple's new AI-powered iPhone. This growth reflects not only Apple's efforts in technological innovation, but also consumer acceptance and interest in the use of AI technology in mobile phones.

Applications of Artificial Intelligence:

At the Worldwide Developers Conference (WWDC) in June, Apple unveiled a personal intelligence system called "Apple Intelligence", which is expected to be deeply integrated into next-generation systems such as iOS 18, bringing new AI capabilities to the iPhone 16 series. JPMorgan analysts expect overall iPhone sales to grow by 22 million units in the first year of the launch of AI phones.

Apple's deep integration of artificial intelligence into the new iPhone may bring an unprecedented user experience. Applications of this technology may include smarter voice assistants, more efficient image processing capabilities, and more personalized service recommendations. These features are expected to enhance the daily experience of users, thereby driving the growth of iPhone sales.

Figure: Apple bets on artificial intelligence, iPhone orders increased by more than 10% from last year (Source: Nikkei)

Market Reaction:

Judging by the reaction of suppliers, they have begun to prepare a large number of parts for Apple to meet the production needs of the new iPhone. This is further proof of the market's optimistic expectations for Apple's new AI-powered iPhone.

Apple's move has also had a positive impact on the supply chain, with Apple concept stocks continuing to rise, with companies such as Changxin Technology performing strongly. This shows that the market is optimistic about the prospects of Apple's AI mobile phones and expects it to bring new growth momentum to the smartphone market.

Prospect

With the continuous development and popularization of artificial intelligence technology, Apple's investment and layout in the field of artificial intelligence is expected to bring it more competitive advantages. In the future, Apple may continue to deepen the application of artificial intelligence in the iPhone and introduce more innovative features to meet the growing needs of consumers.

At the same time, Apple also needs to pay attention to the dynamic changes in market competition and adjust its strategy in time to meet potential market challenges. By constantly innovating and improving the user experience, Apple is expected to continue to maintain its leading position in the smartphone market.

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