American are still hesitant to purchase new handsets with Apple Intelligence due to taxes.

This drop, Apple will release.
In the most recent US buyer survey conducted by Morgan Stanley, record numbers of people want Apple Intelligence, especially if they can get a slim or folding model. Morgan Stanley has steadily decreased its rate target for Apple from$ 225 to$ 252 in March as a result of concerns about lower-than-anticipated phone updates. Therefore, the business anticipated a decline of as little as$ 172 due to taxes, which were then significantly worse than anticipated. In other words, Morgan Stanley didn’t have been anticipating a great answer from buyers in its most recent study, even though it kept its own cost target at$ 220. However, that’s what it got, according to an investment note seen by AppleInsider. According to a study of 3,300 US consumers, Morgan Stanley discovered that 51 % of existing users have plans to improve in the upcoming year.
40 % of people are genuinely interested in thin, portable handsets.
In the last six months, 80 % of US consumers who use Apple Intelligence have used it.
42 % of people think having Apple intelligence is extremely or very significant.
According to Morgan Stanley’s studies, 51 % of the latest phone users have an upgrade plan that is unprecedented. Users intending to upgrade within the next year from any of the phone 16 and phone 17 range, or the anticipated phone 17e in February or March 2026, despite the survey’s probably non-specific models. Then, according to &# 13, 40 % of US iPhone users described their interest in folding or thin iPhones as “extremely interesting.” The 42 % of existing people, in particular, believe that Apple Intelligence will be very or extremely important for the release of their upcoming iPhone. This figure rises to 54 % among people who plan to upgrade over the next 12 months. Morgan Stanley acknowledges the criticisms of Apple Intelligence in &# 13;, but it also reports that people are willing to put their money where their mouths are. According to its survey, users would be willing to pay up to$ 9.11 per month for Apple Intelligence if Apple monetized it. 13 / 2024, The company’s study found an increase of$ 8.17 per month, and the collapse of that figure. Morgan Stanley claims the average has increased because more users are willing to pay between$ 10 and$ 15 per month, and fewer users don’t want to pay at all, without providing specifics. Morgan Stanley claims in 2013 that it doesn’t anticipate Apple charging for its intelligence, but that a wall will eventually be established. Researchers then forecast that Apple could make tens of billions of dollars a year from Apple intelligence at some point. In the near future, Morgan Stanley anticipates an iPhone lean in September 2025 and claims an phone Fold is becoming more and more common in 2026. It anticipates that quite form factor modifications will result in Apple experiencing growth comparable to what it experienced with the phone X and iPhone 12 during its most recent significant form redesigns. However, that folding iPhone is anticipated to cost$ 2,000 or more. Is it unclear whether Morgan Stanley considered this price point in their surveys or estimates. Morgan Stanley does observe, however, that Apple is facing challenges like Trump’s “reciprocal” taxes ‘ unpredictable nature. The iPhone’s desire in China is even slipping, too.