<ul><li>Analysts and investors are becoming more cautious about Apple Intelligence's impact on iPhone sales.</li><li>Critics argue that Apple Intelligence, particularly Siri, has fallen short of expectations and is considered vaporware.</li><li>Market consensus has shifted towards a more cautious view on iPhone shipments and the performance of Apple Intelligence.</li><li>Apple had already factored in the underwhelming performance of Apple Intelligence into their shipment forecasts.</li></ul>

Apple has already factored in Apple Intelligence vaporware’s underwhelming ability to drive iPhone sales – Ming-Chi Kuo

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