<ul><li>Apple's iPhone supercycle is expected to begin in the June 2025 quarter, according to Gene Munster of Deepwater Asset Management.</li><li>Apple Intelligence is set to have critical mass by the end of March 2025, with full ChatGPT functionality and improved features.</li><li>By September 2025, Apple Intelligence is expected to be available to about 75% of all Apple users, with China being the biggest missing piece.</li><li>Munster predicts iPhone growth rates of 10% year-over-year in FY25, and 15-20% year-over-year in FY26 based on the adoption of AI features.</li></ul>

Apple Intelligence iPhone supercycle will likely begin in the June 2025 quarter – Munster

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