Apple(US:AAPL) Guan Cha Zhe Wang·2025-09-03 09:29Core Insights - Apple is set to hold its annual fall product launch event on September 10, 2023, with the theme "Awe dropping," where the iPhone 17 series is expected to be unveiled [1] - The company is betting on a new iPhone Air model to revitalize growth in key markets like China, as it has been adjusting iPhone sizes and configurations over the years [1] - The iPhone Air will feature a 6.6-inch ProMotion display, a thickness of 5.5 mm, and a weight of 145 grams, making it the lightest iPhone model in years, with a price range of $899 to $949 [1] Pricing Strategy and Market Impact - Apple's pricing strategy is crucial for sales, especially in the Chinese market, where government subsidies play a significant role [2] - The company aims to sell between 10 million to 15 million iPhones by the second half of 2025, with potential for higher sales if demand exceeds expectations [2] - If Apple can price the iPhone Air around $800 to qualify for a 15% subsidy in China, it could significantly enhance market acceptance [2] Product Updates - Apart from the iPhone Air, other models in the iPhone 17 series are expected to see only incremental upgrades, such as the Pro models featuring rectangular camera modules and enhanced zoom capabilities [2]