Peter Andersen says the iPhone occasion is ‘ignoring the elephant’ of Siri and AI
Andersen Capital Administration founder Peter Andersen stated he was dissatisfied within the iPhone maker’s lack of consideration to software program and synthetic intelligence forward of the launch occasion.
Andersen informed CNBC’s “Energy Lunch” that the deal with {hardware} was “form of a head faux and ignoring the elephant within the room, frankly, which is: The place is Siri?”
“As AI continues to develop, they’re clearly standing within the background. So they’ll try and focus the very fact of latest penetration and that the {hardware} gives new improvements, however in the long term, I do actually assume they should deal with the software program improvement,” he stated.
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— Chris Eudaily
Apple’s new iPhone software program is the most important visible change in over a decade
Apple iOS 26 redesign
Supply: Apple
Even when iPhone customers aren’t planning to purchase one of many new gadgets the corporate proclaims on Tuesday, they need to count on their telephones to get a drastically completely different look later this week.
That is as a result of Apple will possible roll out its iOS 26 working system after its iPhone occasion, and that software program replace will embrace probably the most drastic visible change to the iPhone’s interface in a decade.
Revealed in June, Apple has created a brand new visible language that it calls Liquid Glass. The brand new look replaces previously opaque static buttons all through the iPhone’s working system with clear graphics designed by Apple to have detailed, liquid-like animations.
Thus far, Liquid Glass has had blended evaluations from early adopters who’ve tried it out in beta variations, however when Apple releases the brand new software program this month, thousands and thousands of individuals will expertise it for the primary time. Apple is hoping that they’ll discover it “pleasant.” — Kif Leswing
How a lot will the brand new iPhones value?
The Apple emblem, taken on the Apple Retailer on fifth Avenue in Manhattan.
Sven Hoppe | Image Alliance | Getty Photos
The most important query Apple buyers and prospects have about this 12 months’s iPhones is how a lot they’ll value.
Client merchandise, together with attire, footwear, espresso and sport consoles, are seeing worth will increase pushed by tariff prices. Some Wall Avenue analysts are relying on Apple to comply with.
Most analysts count on Apple to lift costs on a few of its fashions because it grapples with the Trump administration’s tariffs. The corporate stated in July that tariffs may value it over $1 billion this quarter.
But when Apple does elevate costs on its telephones, do not count on the corporate responsible the change on tariffs. Extra possible, Apple will spotlight the telephones’ new expertise, in addition to their chips.
“Nobody’s going to come back out and say it is associated to tariffs,” stated IDC analyst Nabila Popal.
It is also doable that Apple would possibly get rid of the entry-level model of a few of its telephones, forcing customers to get extra storage at greater beginning costs. Apple sometimes expenses $100 extra to double the quantity of the iPhone’s storage from 128GB to 256GB.
One risk, JPMorgan analysts have stated, is that Apple may get rid of the 128GB model of the iPhone Professional, which at the moment prices $999 for the iPhone 16, that means customers must pay $1,099 for an iPhone 17 Professional that has extra starting-level storage than its predecessor. — Kif Leswing
Apple’s fourth telephone conundrum
Apple has launched 4 new telephones at its September occasions since 2020. However not all 4 iPhone fashions are equally well-liked.
Yearly, certainly one of Apple’s fashions tends to lag its siblings by way of gross sales, in keeping with analysts. This 12 months, it has been Apple’s tweener mannequin, the iPhone 16 Plus, which prices $899. That is greater than entry-level fashions with smaller screens however lower than Apple’s Professional fashions that function higher-quality screens and quicker chips.
Earlier than the Plus lagged, Apple supplied a “Mini” telephone with a smaller display screen at its lowest entry-level worth. That Mini mannequin additionally failed to supply sturdy gross sales.
This 12 months, analysts have stated they count on Apple will combine up its lineup but once more, changing the “Plus” with a slim mannequin that may very well be known as the “Air,” like Apple’s skinny laptops and iPads.
The thought behind the slim mannequin is that customers will surrender some battery life and options, akin to a number of digital camera lenses, for a extra light-weight iPhone. Apple’s anticipated entry into the market comes after rival Samsung launched an identical system known as the Galaxy S25 Edge earlier this 12 months.
“Whereas we acknowledge {that a} thinner system would introduce a comparatively new kind issue for the iPhone, we predict that it’ll have a muted affect on shopper buying selections,” UBS analysts wrote in a Sunday be aware. — Kif Leswing