Wall Street analysts released projections following Apple's keynote presentation. Wedbush analyst Dan Ives identified 315 million iPhone users among 1.5 billion global customers who have delayed upgrades for four years. The analyst predicts a supercycle will emerge within 12 to 18 months when Apple Intelligence receives updates during spring 2026. Evercore ISI analyst Amit Daryanani suggests the Apple Watch could qualify for Health Savings Account approval through blood pressure monitoring capabilities. HSA designation permits consumers to purchase devices with pre-tax dollars.
The Apple Watch Ultra 3 tracks blood pressure patterns over time but lacks medical-grade precision. UBS analyst David Vogt calculated average selling prices will increase 3.5 percent annually. Apple eliminated 128GB storage options from Base, Air, and Pro iPhone 17 models, raising manufacturing costs. Base and Pro Max variants represent approximately two-thirds of total iPhone sales. Manufacturing expenses will rise 1.5 to 2.0 percent from storage changes, partially offsetting price increases.
The Apple Watch Ultra 3 tracks blood pressure patterns over time but lacks medical-grade precision. UBS analyst David Vogt calculated average selling prices will increase 3.5 percent annually. Apple eliminated 128GB storage options from Base, Air, and Pro iPhone 17 models, raising manufacturing costs. Base and Pro Max variants represent approximately two-thirds of total iPhone sales. Manufacturing expenses will rise 1.5 to 2.0 percent from storage changes, partially offsetting price increases.
