Apple(US:AAPL) Jing Ji Ri Bao·2025-09-07 23:54Group 1 - The upcoming iPhone 17 series is expected to trigger a significant upgrade wave, with nearly 70% of iPhone users in the U.S. indicating their intention to upgrade [1][2] - The iPhone 17 series will include four models: iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max, with the iPhone 17 Air anticipated to be the lightest iPhone ever [1][2] - The pricing strategy for the new models is expected to maintain similar entry prices to the previous generation, which is seen as a key selling point [1][2] Group 2 - The introduction of a new vibrant orange color for the iPhone 17 series aims to attract younger consumers, marking a shift from the previous cold color schemes [1][2] - In Taiwan, the market is also expected to see a surge in upgrade activity due to the expiration of three-year contracts, particularly for users of the iPhone 14 series [2][3] - The transition to USB Type-C from the Lightning port is driving upgrade intentions among users who purchased the iPhone 14, as they seek to avoid being left with outdated technology [3] Group 3 - Key suppliers such as Hon Hai (Foxconn), TSMC, and Largan Precision are expected to benefit from the anticipated upgrade cycle, with Hon Hai remaining Apple's primary assembly partner [1][3] - TSMC continues to be the exclusive manufacturer of iPhone processors, while Largan provides high-end camera modules for the new models [3]