伯恩斯坦_苹果深度分析:转型之年的风险与机遇
聚焦伯恩斯坦_苹果深度分析:转型之年的风险与机遇。iPhone replacement cycle iPhone installed base (mn) Shipment (mn) Replacement cycle iPhone units shipment 2015-2025 CAGR: 0.7%Assume that first-hand iPhone owners were ~95% of the installed base back in 2015, and decrease over the years to ~70% by 2025. All years referred to calendar year.