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根据天风证券分析师郭明錤最新发布的一份报告，iPhone智能功能对销量的提升效果有限。报告显示，在对比了美国和日本市场数据后，尽管美国市场推出了Apple智能功能，但iPhone的出货量并未显著增长。相反，未提供该功能的日本市场在2024年第四季度的iPhone出货量却实现了高个位数的增长。

With an iPhone SE 4 launch expected in the spring and this year's iPhone 17 updates likely to happen in the fall, it's time to start thinking about which iPhone you''re going to upgrade to.

2025年2月1日，分析师郭明錤在天风证券发布的简报中指出，Apple的新智能功能对iPhone销量的促进效果并不明显。令人关注的是，尽管美国市场积极引入了多项Apple智能技术，iPhone的出货量却未能如预期增长。相反，未提供这些功能的日本市场在2024年第四季度却实现了高个位数的同比增长。这一现象引发了行业内部对Apple智能设备未来发展方向的重新思考。

天风证券分析师郭明錤在2月1日发布简报指出，Apple智能对iPhone销量的提振作用有限。通过对比美国和日本市场数据，郭明錤发现，尽管美国市场提供了Apple智能功能，但iPhone出货量并未显著增长。相反，未提供该功能的日本市场在2024年第四季度的iPhone出货量却实现了高个位数的同比增长。根据郭明錤的产业调查，2024年第四季度iPhone 16系列的出货量约为6600万部，较2023年 ...