Analyst Explains Why Apple (AAPL) Will Struggle to Maintain Its Customer Base – ‘They’ve Gone On The Defense’

We have recently published Candiders Candiders Calls: Top 10 shares. Apple Inc. (Nasdaq: Aapl) is one of the analysts who were talking recently.

Laura Martin from Nidham said on the CNBC program earlier this month that Apple loses its ability to raise prices and that the company “does not invent”. The analyst warned that it will be difficult for the company to maintain the installed user base.

“They went to the defense. If you do not have an innovation, you cannot raise the price. As the genius that has just spoken, they do not raise a price. There is one model that has a value of $ 100. This is bad because they include a lot of great things. What we heard is 90 minutes of cold things that they include for any price increase or include a price in memory. Gemini’s llm.

Photography Alexander Bourmotin on non -zubash

Apple cannot do a lot in innovation only to revolutionize iPhone every year. UBS poll shows that the iPhone upgrade has reached 35 months in the United States. A separate report of consumer intelligence partners says that about 63 % of iPhone users keep their smartphones for more than two years, said a separate report of consumer intelligence partners. Apple loses the edge of pricing as it should put a cover on its prices to compete in the main markets such as China. Samsung, Xiaomi and other companies can launch advanced devices and programs to compete with Apple and maintain the company under pressure in Asia.

The large CAP growth strategy has stated the following with regard to Apple Inc. (Nasdaq: Aapl) Investor message in the second quarter 2025:

“Apple Inc. (NASDAQ: AAPL) decreased in the quarter. Despite the reporting of strong operating results, the arrow is under pressure due to concerns about the slowdown of iPhone sales, the opposite spirit of growth in China, and interesting details of the long -awaited AIP strategy from Apple. The customs duties were also an unexpected negative surprise, as Apple has set a cost of $ 900 million. Moreover, the latest development in Apple and Epic Games games resulted in a ruling that Apple has previously violated a judicial order, and questioned the absolute Apple control over the application store. “

While we acknowledge the capabilities of AAPL as an investment, our condemnation lies in the belief that some artificial intelligence shares have a greater promise to provide higher and limited returns than negative risks. If you are looking for a very cheap inventory of artificial intelligence and is also a major beneficiary of the Trump and Bundge tariff, see our free report on The best inventory of artificial intelligence in the short term.