An iPhone event unlike the others: Apple is betting the house on hardware to weather the AI storm
The “AWE Dropping” event from Apple is running today at 1 pm Easter in the evening, and yes, it will be broadcast directly: You can watch it on the official YouTube channel from Apple, the Apple TV application, and the Apple site for Apple events – but, I say this with love, unless you work remotely, you may want to be careful not to watch the video clip at work. If you are arrested, then this is on you. On the other hand, your boss is at work Love luck. We promise. (If they are confused or tried to protest, then you only need to show this article.)
Apple has become a launching party for new iPhone devices as a synagogue for September EverythingBut this event is not like others. Despite strong financial results, including standard revenues in the third quarter, an increase of 10 % on an annual basis, Apple had a mixed year in the markets as the investor concerns about AIM capabilities in Apple have applied pressure on its shares. For some context, Apple chose to follow up on artificial intelligence in its full ecosystem of software that extends across devices instead of creating an independent application such as Chatgpt, CLAUDE, or Perplexity, which you can access in custom applications and sites including, especially on unpaved devices. Moreover, Apple admitted earlier this year at the World Developers Conference that the Promised Siri Reform for this year will not reach until 2026. This delay costs Apple about $ 75 billion in market value in one day and pushed some analysts to question the leadership of Tim Cook.
All this to say: The Wall Street is completely zero on the gold rush from artificial intelligence at the present time, and his patience has been depleted with the schedule of the country of Apple on this front, so that it can bet that analysts will see this event closely and calculate the number of times that Apple says “artificial intelligence” or “intelligence”.
However, unlike WWDC, Apple events in September are inclined to be around new devices. So this is what we expect.
iPhone 17 Air: The return of a very thin design
BloombergMark Gourman states that Apple will unveil the iPhone 17 Air, which represents the most dramatic iPhone redesign in the company years. The device is expected to measure about 5.5 mm compared to the iPhone 16 7.8 mm definition file. A very high -thin -shape factor is likely to require major engineering comparison, including 48 -megapixel rear camera system and reduce battery capacity, according to Ming Che Co.
Multiple reports indicate that the device will get a 120Hz promotional display technology exclusively for Pro models, which is the first time this feature appears in a medium -level Apple assortment. It is rumored that prices start from $ 949, which puts air between iPhone 17 and Pro. Wall Street expects that the air will lead to upgrade courses between users with the iPhone 13 or older, who represent approximately 40 % of the installed Apple base.
iPhone 17 and iPhone 17 Pro: Increase the first price in seven years expected
Industry sources indicate that Apple plans to raise iPhone prices for the first time since 2018 through most of the team’s squad. The primary iPhone 17 is expected to maintain its price of $ 799, but iPhone 17 Pro may increase to $ 1,199 – a $ 200 jump of the current model, according to Eric Wooding from Morgan Stanley. According to what the price amendment will come with a double base storage at 256 GB and improved camera systems that feature 48 -megapixel phone TV lenses with optical augmentation of up to 8X.
Reports from the supply chain sources indicate that Pro models may provide an aluminum appearance instead of glass, which reduces weight while maintaining durability. It is rumored that new color options include orange and blue variables along with traditional options. The Apple pricing power stems from the 90 % retaining rate, providing the flexibility that the competitors lack. Consumer acceptance of the highest prices is still a major variable in the 2025 financial Apple performance.
Apple Watch 11 series: improved health monitoring
according to BloombergApple Watch Series 11 is expected to track blood pressure, which would monitor patterns over time instead of providing accurate medical readings. This feature can discover trends that may indicate high blood pressure and users to consult health care professionals. The updated S11 chip is expected to provide better performance and may improve the battery life.
Watchos 26 is rumored to present new fitness features, including something called “Friends Experience” designed to enhance exercise motivation. Series 11 may also get the RDCAP 5G connection from Mediaatek, providing faster data speeds than the current LTE models only. These updates represent significant improvements on a device that already gets approximately 50 % of the global smart watch market.
Apple Watch Ultra 3: Expected Satellite Communication
Industry reports indicate that the Apple Watch Ultra 3 can become the first to be worn in the independent Apple supported by the satellite, providing SOS functions in emergency situations and a possible text correspondence in the regions without cell coverage. The feature will expand its capabilities presented on iPhone 14 and subsequent models to the wearable Apple collection.
Additional additional improvements include an improved 5G connection through RDCAP technology and the fastest charging that can reach 80 % of the capacity in 30 minutes. Ultra 3 is expected to feature the largest Apple Watch screen so far with improved brightness and viewing corners. These promotions will address previous restrictions while maintaining Ultra’s focus on external and adventure applications.
AirPods Pro 3: Health sensors may enter earphones
It is rumored that the third generation of AirPods Pro in Apple has been introduced to the heart rate monitoring through LED light sensors that follow blood flow in the ear canal. Technology, which is previously tested in Powerbeats Pro 2, can provide more accurate readings of wrist -based monitoring due to the detection of superior blood flow in the ears, according to industry sources.
Temperature monitoring possibilities may appear for the first time, which may provide more accurate readings than Apple Watch since the ear channels maintain more consistent temperatures. AirPods Pro 3 is expected to have an improved active noise, improve sound quality through a faster H3 chip, and record a studio microphone. Some features may reach after launching program updates, after the Apple Model Strategy.
Aartag 2: Expels the improved scope and the expected privacy
It is rumored that the second generation of Artag kinetics treats the main restrictions through a high -up -up wide range that can range three times the accuracy of about 30 meters to 90 meters. Privacy improvements are expected to make more difficult to remove them, dealing with pursuit concerns that affected the first generation product.
Aartag 2 is expected to maintain the existing accessories with the addition of the improved battery management and low energy alerts. The device will represent the Apple response to criticism about the original Aartag capabilities for use, although law enforcement data indicates that such cases affect a small percentage of the total units sold.
The broader effects, and what is at the stake in Apple
These expected product ads occur as Apple manages multiple commercial pressure. The company faces the impact of an estimated $ 1.1 billion in definitions in the fiscal year q4 2025, which adds cost pressure as it moves in increasing components. Goldman Sachs expects iPhone sales by 5 % in the fiscal year 2025 and accelerate to 7 % in 2026, assuming a successful implementation of the release of common products today.
The feelings of the analyst are still mixed. While Goldman maintains the purchase classification with $ 266, MFFTTNATHANSON argues that the profits of 30 times next year are expensive for a company with “solid but not exceptional” growth prospects. The consensus shows 31 analysts in Wall Street, a moderate purchase rating at an average target price of $ 239 – flat of current levels.
Apple strategy that focuses on creating devices that block the gap until the abilities of artificial intelligence ripens in 2026. But this approach carries inherent risks: if these products fail to push the expected upgrade courses, the company may face continued performance for its peers who suffer from AI in the Silicon Valley, and many of them advance their strategies and technology more talked. Meta, Openai, Microsoft and others flow billions in artificial intelligence facilities, talent – and soon, devices. Apple’s success depends on whether consumers will accept higher prices for additional improvements while Apple develops the next generation of program capabilities.
For this story, luck The artificial intelligence is used to help with a preliminary draft. Check an editor of the accuracy of the information before publishing.
Don’t miss more hot News like this! Click here to discover the latest in Business news!
2025-09-09 12:42:00
