Apple(US:AAPL) Hua Er Jie Jian Wen·2025-08-28 06:09Core Viewpoint - Goldman Sachs holds an optimistic outlook on the upcoming iPhone 17 series, predicting significant updates and clever pricing strategies will effectively stimulate user upgrade demand, driving sustained growth in Apple's key iPhone business revenue over the next two years [1] Group 1: Product Launch and Features - Apple is expected to unveil four new models in the iPhone 17 series, including iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and a new iPhone 17 "Air" model, which will replace the previous "Plus" version [3][4] - The iPhone 17 series will feature significant hardware upgrades, including the new A19 series processor and an increase in memory from 8GB to 12GB, preparing for upcoming AI functionalities [4] - The front camera of the entire iPhone 17 series is anticipated to upgrade from 12 million pixels to 24 million pixels [4] Group 2: Pricing Strategy and Revenue Growth - Goldman Sachs predicts Apple may implement a "hidden" price increase strategy to boost the average selling price (ASP) of high-end models, while keeping the starting prices of the base iPhone 17 and Pro Max models consistent with previous generations [5] - The iPhone 17 Pro model may see the removal of the 128GB storage option, raising the entry price to $1,099, while the new iPhone 17 Air is expected to maintain a price similar to the iPhone 16 Plus at $899 [5][6] - Overall, Goldman Sachs believes the iPhone 17 product lineup will support revenue growth from fiscal year 2025 to 2026, driven by larger screens, improved front cameras, and stronger processors [5]