Apple(US:AAPL) 3 6 Ke·2025-09-11 02:04Core Viewpoint - Apple has launched the iPhone 17 series, marking a significant upgrade compared to previous models, aiming to regain market competitiveness against Android devices [1][13]. Group 1: Product Features and Market Response - The iPhone 17 series includes major upgrades such as ProMotion refresh rates across all models, with the iPhone Air being notably thin at 5.6mm [3][14]. - The iPhone 17 standard version has seen a surge in pre-orders, totaling 2.78 million units, with 41.9% for the standard version, indicating a shift to a more balanced market structure [8][24]. - The iPhone 17 standard version has been equipped with flagship-level features, including LTPO screens and enhanced durability, which reflects Apple's strategy to compete more effectively in the mid-range market [16][25]. Group 2: Competitive Landscape - The launch of the iPhone 17 series is seen as a response to the increasing pressure from Android manufacturers, which have been offering high-spec devices at lower prices [8][26]. - Apple's market share has been declining, with its shipments in China dropping significantly, leading to concerns about its competitive position [12][13]. - The iPhone 17 series aims to establish a new benchmark in the entry-level flagship smartphone segment, challenging the narrative of "alternative" Android devices [26][30]. Group 3: Financial Implications and Strategy - Despite rising costs due to tariffs, Apple has opted to maintain competitive pricing for the iPhone 17 standard version, which is priced lower than its predecessor [25][30]. - The company has experienced a rebound in sales in the Greater China region, with a 4% year-on-year increase in Q3 2025, suggesting that the new pricing strategy may be effective [25][30]. - Apple's shift towards hardware improvements indicates a strategic pivot as its software ecosystem faces increasing competition from Android manufacturers [30][34].