Zhi Tong Cai Jing·2025-08-07 08:27Group 1 - Apple announced an additional investment of $100 billion in the U.S., bringing the total investment over the next four years to $600 billion [1][2] - The investment is part of Apple's "American Manufacturing Plan" aimed at bringing more of its supply chain and advanced manufacturing processes to the U.S. [1] - Key partners in this initiative include Corning, Coherent, GlobalWafers, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor, Broadcom, and MP Materials [1] Group 2 - The application of steel shell batteries in iPhones has been increasing, with one model in the iPhone 16 series and two models in the upcoming iPhone 17 series expected to feature this technology [3] - Steel shell batteries offer high energy density and good heat dissipation, making them favorable for mobile devices [3] - The number of models using steel shell batteries is expected to continue rising in future iPhone and foldable models [3] Group 3 - The price of steel shell battery cells is projected to reach $9-10 each, over 50% higher than soft pack cells, which may enhance profitability for battery manufacturers [4] - Equipment manufacturers are likely to see significant order growth due to the need for new production lines for steel shell batteries, positively impacting their performance [4] - It is recommended to pay attention to Zhuhai Guanyu, a core supplier in Apple's battery supply chain [4]