I may be wrong but I suspect all this AI malarky will actually result in a drop in demand. Sure, tech writers herald it as the next big thing and I don't doubt it is in some respects (and industries) - but a straw poll from all the people I know, the man on the street that isn't a tech enthusiast like you and I, they don't want or trust AI. They will actually hold on to their phones longer to avoid it.
I think the demand for Samsung and their year-on-year 8% uplift is more down to aggressive pricing (I could buy an S24 + Watch + Buds for £800 or so at launch, and a cashback offer last week meant I could get an S24 for £469 including free Buds).
Demand for iPhones in China is still at depressive lows - it bumped up a little bit because they aggressively cut the price.
It's widely anticipated at least here in the UK the cost of living, which has been getting better, will get worse around autumn time and into winter, hence our early unexpected election. That doesn't bode well for iPhone 16.
I think the demand for Samsung and their year-on-year 8% uplift is more down to aggressive pricing (I could buy an S24 + Watch + Buds for £800 or so at launch, and a cashback offer last week meant I could get an S24 for £469 including free Buds).
Demand for iPhones in China is still at depressive lows - it bumped up a little bit because they aggressively cut the price.
It's widely anticipated at least here in the UK the cost of living, which has been getting better, will get worse around autumn time and into winter, hence our early unexpected election. That doesn't bode well for iPhone 16.
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