Group 1 - Apple has announced a product launch event scheduled for September 9, where it is expected to unveil the new iPhone series (tentatively named iPhone 17) and new Apple Watch models, which could positively impact the operations of related companies like Largan Precision and Yujingguang [1][2] - The upcoming iPhone launch is seen as a critical test of Apple's innovation capabilities in the AI era, especially after the company delayed significant upgrades to Siri, missing opportunities to compete with OpenAI's ChatGPT and Google's Gemini [2] - Analysts predict that Apple's strategy may continue to focus on ultra-thin iPhones, which are being compared to a MacBook Air, although this may come at the cost of battery life and camera performance [2] Group 2 - Largan Precision and Yujingguang, key suppliers for iPhone lenses, are expected to benefit from the new iPhone 17 launch, with Largan's revenue reaching 5.413 billion TWD in July, marking a 31% month-over-month increase [2] - Despite challenges such as exchange rate fluctuations and tariffs, Largan's chairman expressed optimism for August's revenue performance to surpass that of July [2]
苹果新品齐发 年度大秀下月9日登场 大立光、玉晶光、鸿海等受惠