Apple(US:AAPL) Bei Jing Shang Bao·2025-09-29 14:29Group 1 - Apple is set to launch new products in the first half of next year, including the iPhone 17e, a new low-end iPad, and an updated iPad Air, indicating a focus on enhancing its product lineup amid a saturated high-end market [2][3] - The iPhone 17e is expected to maintain a starting price of 4499 RMB and will feature the same A19 chip as the iPhone 17, aiming to strengthen its value proposition [3][4] - The low-end iPad is anticipated to be released around March or April 2026, equipped with a faster A18 chip, continuing Apple's strategy to enhance affordability [4] Group 2 - The iPhone 17 series has seen strong pre-sale demand, with sales volume surpassing last year's total within the first minute, indicating a robust market response [5] - Analysts report that global demand for the iPhone 17 series is 10%-15% higher than for the iPhone 16, suggesting that Apple is entering a new growth cycle [5] - The iPhone 16e has performed well in overseas markets, particularly in Japan and Europe, with cumulative global sales reaching 7.15 million units within five months of its launch [6][9] Group 3 - The high-end smartphone market is experiencing saturation, with a 3% year-on-year growth for Apple, which holds a 62% market share in the premium segment [9][10] - In China, Apple faced increased competition, with its market share declining to 15% in Q2 2025, while Huawei regained the top position with 12.2 million units shipped [10] - Apple's revenue in Greater China showed a 4% year-on-year increase in Q3 2025, indicating some recovery in the market [10][11]