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HSBC note says Apple’s AI fumble may stretch iPhone upgrade cycle

9to5Mac Friday, 18 July 2025 ()
In a new note to investors, HSBC says that the slow rollout of the AI features Apple introduced at WWDC 2024 has so far “failed to trigger significant improvement in user experience,” and that unless Apple gets back on track, users could end up pushing off their next iPhone upgrade. Here are the details.

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