iPhone 17难免迎来涨价风暴？库克送奖牌也难挡关税冲击

Core Viewpoint - Apple is set to hold its fall product launch event on September 10, introducing a range of new products including the iPhone 17 series, various Apple Watch models, iPad Pro, Vision Pro, Apple TV 4K, HomePod mini, AirTag, AirPods Pro, and Studio Display, with a focus on performance upgrades and design improvements [1][2] Product Launch Details - The event will feature 10 new products across multiple categories, including smartwatches, headphones, TVs, and displays, emphasizing performance upgrades and design enhancements [1] - Analysts predict that Apple may increase product prices, particularly for the iPhone 17, as the company has successfully navigated tariff threats in the past [1][2] Price Predictions - Jefferies analyst Edison Lee forecasts an average price increase of $50 for the iPhone 17 [2] - The current iPhone 16 series prices are $829 for the base model, $899 for the 16 Plus, $999 for the 16 Pro, and $1199 for the 16 Pro Max [2] Market Trends - Analysts note that while smartphone prices have not significantly increased, other consumer goods have seen price hikes due to tariffs, with gaming consoles from Sony, Microsoft, and Nintendo already raising prices [2][3] - Goldman Sachs analysts suggest that the potential for price increases could elevate the average selling price of Apple devices, as the product lineup shifts towards higher-end models [2] Product Strategy - Apple is expected to eliminate the underperforming Plus model in favor of a thinner device, which may compromise some camera features for a lighter design [3] - The new model is anticipated to be priced around $899, similar to the iPhone 16 Plus, but could see a slight increase [3] Pricing Adjustments - Apple has historically been cautious with hardware price adjustments, maintaining the price of smaller Pro models at $999 since 2017, while also increasing entry-level model prices over the years [3][4] - Analysts predict that Apple may implement a strategy of "hidden price increases" by removing entry-level models, compelling users to opt for higher storage versions at a higher price [4] Tariff Impact - Despite the potential for price changes, analysts believe that Apple's recent investments in the U.S. may shield the company from significant tariff impacts [5] - Apple's CEO Tim Cook has been praised for effectively managing the company's relationship with the White House, which has helped mitigate the worst effects of tariffs on Apple's business [5]