Apple(US:AAPL) Xin Lang Cai Jing·2025-08-27 09:25Core Points - Apple's annual fall product launch event is scheduled for September 10, 2023, featuring the iPhone 17 series and updated Apple Watch models [2][3] - Huawei has announced its "Mate XTs Extraordinary Master and All-Scenario New Product Launch" event on September 4, 2023, five days before Apple's event, indicating a direct competition [7] - The iPhone 17 series will include four models: iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max, with the iPhone 17 Air being a new addition [3][5] - Pricing for the iPhone 17 series is expected to remain similar to the previous generation, with the standard version starting at approximately RMB 5999 [5] Market Competition - Huawei has regained the top position in the Chinese smartphone market with a shipment of 12.5 million units in Q2 2025, capturing 18.1% market share, while Apple shipped 9.6 million units, holding only 13.9% [8][10] - The overall smartphone market in China saw a decline of 4.1% year-on-year, with Huawei's performance standing out despite a 3.4% drop in shipments [8][10] - In the high-end smartphone market (priced above RMB 6000), Apple leads with a 65.81% market share, while Huawei follows with 24.38% [11][13] Strategic Intent - The simultaneous product launches by Huawei and Apple suggest a strategic intent by Huawei to challenge Apple directly in the high-end market [7][13] - Analysts indicate that the competition will focus on product experience and innovation rather than just pricing, emphasizing the need for compelling reasons for consumers to purchase [13]