Apple(US:AAPL) 3 6 Ke·2025-08-19 12:10Core Viewpoint - Apple is making significant adjustments to its iPhone release strategy, delaying the standard iPhone 18 to spring 2027 while focusing on high-end models in September 2024 [2][18]. Group 1: Product Line Strategy - Starting from next year, Apple will only release high-end models: iPhone 18 Pro, Pro Max, and iPhone 18 Air, while the standard version will be postponed [2]. - This marks the largest change in Apple's release strategy since 2020, aiming for more frequent releases to compete with Android [2][4]. - The iPhone product line will be further segmented into distinct categories: Pro (Max), Air, standard, and entry-level models, along with a new foldable series [2][18]. Group 2: Market Positioning - The differentiation between standard and Pro models is becoming more pronounced, with the standard version serving as a benchmark for the Pro models [11][14]. - The iPhone 16 and 17 series have shown a shift in market share, with mid-range models gaining traction while Pro models see a slight decline [13]. - Apple's strategy to introduce lower-priced models aims to capture budget-sensitive consumers, especially in competitive overseas markets [10][11]. Group 3: Future Outlook - The upcoming iPhone 18 Air is expected to mature in technology and design, potentially replacing the standard version [16]. - The standard iPhone 18 may effectively become a "iPhone 18e Pro," indicating a shift in consumer options towards higher-priced models [18]. - This restructuring of product sales strategy is anticipated to improve Apple's revenue and profit margins in the coming years [18].