Group 1 - The core viewpoint of the report indicates that the iPhone 17 series will see a price increase for the Pro model by $100, while the standard version and Pro Max will maintain their starting prices, and the new iPhone 17 Air may be cheaper than the current iPhone 16 Plus [1] - The starting price for the iPhone 17 is estimated to be $799, the iPhone 17 Pro Max remains at $1,199, and the iPhone 17 Pro will see an increase from $999 to $1,099, marking the first time the Pro model exceeds $1,000 [1][2] - The iPhone 17 Air is expected to be priced between $899 and $949, replacing the iPhone 16 Plus, with an initial production plan of 10 million to 15 million units [3] Group 2 - The sales performance of the new iPhone models in the Chinese market is crucial, as it is highly price-sensitive and local subsidy policies will significantly impact demand [3] - Key players in the supply chain include Hon Hai, which will assemble high-end models, TSMC as the exclusive processor manufacturer, and Largan Precision supplying high-end camera modules, all of which play critical roles in the iPhone supply chain [3]
iPhone普遍冻涨 仅Pro基本款调涨100美元 台系链利多