iPhone 17三款传涨价5% Pro 款起售价将突破1,000美元

Core Insights - The introduction of equivalent tariffs by the U.S. is expected to increase the cost of products imported from other countries, leading to a projected price increase of nearly 5% for the upcoming iPhone 17 series, with the Pro model's starting price expected to exceed $1,000 for the first time [1][2] - Jefferies analysts estimate that the iPhone 17 series, including Pro, Pro Max, and Air models, will see a price increase of $50 compared to the iPhone 16 series, which translates to a 4% to 5% increase [1] - Apple's shift of iPhone production from China to India has incurred additional costs, and despite not being officially included in the tariff range, the price increase for iPhones seems inevitable [1] Group 1 - Apple's CEO Tim Cook confirmed that tariff expenses reached $800 million last quarter, with a warning that costs could rise to $1.1 billion if current policies remain unchanged [2] - The 25% tariff on iPhones produced in India, combined with the inability of Indian production to meet demand, necessitates continued reliance on Chinese factories, which adds to the cost pressures [2] - Concerns have been raised regarding the impact of early purchases by U.S. consumers on iPhone sales, as many bought devices in anticipation of price increases due to tariffs, potentially affecting the sales of the iPhone 17 series [2]