Apple(US:AAPL) 智通财经网·2025-10-02 23:28Core Insights - The iPhone 17 series has seen strong sales since its launch on September 19, with delivery times on Apple's official website extending to 3-4 weeks [1] - Apple has informed two suppliers to increase the daily production of iPhone 17 by at least 30% due to robust demand [1] - Global demand for the iPhone 17 series is 10%-15% higher than that of the iPhone 16, indicating a new growth cycle for Apple [1] - OpenAI has partnered with Luxshare Precision, a leading player in Apple's supply chain, to develop a revolutionary AI device for consumers [1] - OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, which could provide new growth opportunities for existing Apple supply chain companies [1] Production and Demand - Morgan Stanley's analyst Erik Woodring reported that the demand for the iPhone 17/Pro series is exceeding expectations, with overall shipment volumes looking optimistic [2] - Early demand for iPhone 17, 17 Pro, and 17 Pro Max is stronger than initial forecasts, while demand for the iPhone Air has been relatively weak [2] - Supply chain surveys indicate that Apple is likely to increase production capacity for the iPhone 17 series to over 90 million units in the second half of the year, up from the previously estimated 84-86 million units [2] Related Companies in the Apple Supply Chain - Companies in the Apple supply chain include: - Q Technology (01478) - Sunny Optical (02382) - Hon Teng Precision (06088) - AAC Technologies (02018) - Lens Technology (06613) - GoerTek (01415) [3]