Apple(US:AAPL) Guo Ji Jin Rong Bao·2025-09-15 10:27Group 1 - Apple recently launched the iPhone 17 series, which has generated significant consumer interest and sales momentum [1][5] - Xiaomi announced the upcoming release of the Xiaomi 17 series, which is positioned as a major leap in their smartphone lineup, set to launch this month [1][3] - The Xiaomi 17 series will include three models: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max, all featuring the fifth-generation Snapdragon 8 platform [3] Group 2 - Xiaomi's strategy has shifted to directly compete with Apple, with executives expressing confidence in facing the iPhone 17 series head-on [5][7] - Over the past five years, Xiaomi has focused on high-end market penetration, aiming to capture the leading position in the domestic high-end smartphone market by 2025 [7] - In the first half of 2025, Xiaomi's high-end smartphone sales accounted for 27.6% of its total smartphone sales, reflecting a 5.5 percentage point increase year-on-year [7] Group 3 - The global high-end smartphone market is experiencing growth, with a reported 8% increase in sales year-on-year for the first half of 2025, outpacing the overall smartphone market growth of 4% [9] - Apple remains the largest player in the high-end smartphone market with a 62% market share, although its share has declined due to faster growth from competitors like Xiaomi and Huawei [9] - Huawei's high-end smartphone sales share increased by 24% year-on-year, indicating its strong presence in the Chinese market [9]