Apple Ads AWE Dropping Limited Impact – UBS Analysis
Here’s a summary of the key points from the provided text:
iPhone 17 Event: Apple will hold an event on Tuesday, September 9, 2025, likely launching the iPhone 17 and other devices.
iPhone Air to Replace Plus: UBS predicts Apple will introduce an ”iPhone Air” model, replacing the current “Plus” model. It will be thinner, but UBS doesn’t beleive this will substantially impact sales. The Air may have limited specifications, particularly in battery life.
Limited software Updates: Software updates announced at WWDC25 were incremental. Significant updates to Siri and Apple Intelligence aren’t expected until Spring 2026. AI Partnership Possible: There’s speculation about a potential AI partnership (possibly with Google), but UBS believes this won’t drastically increase iPhone demand as AI apps are already available.
Storage Increase: UBS suggests Apple might increase the base storage of the Pro models to 256GB.
Overall Impact: UBS believes the new features will have a limited impact on overall demand and sales projections.
