Gene Munster
2025.09.09 18:34

The key takeaway from $Apple(AAPL.US) today: this was the most aggressive change to iPhone form factors since the iPhone 6 in 2014.

The Pro models gained a new industrial design (sneaky good), and Apple introduced the new Air.

Together, that means roughly 70% of iPhones sold will feature a new form factor.

➡️ New form factors = More upgrades. Numbers are too low.

Source: Gene Munster

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