Apple(US:AAPL) Zhi Tong Cai Jing·2025-10-02 23:32Group 1 - iPhone 17 series has seen strong sales since its launch on September 19, with delivery times on Apple's website currently at 3-4 weeks [1] - Apple has notified suppliers to increase the daily production of iPhone 17 by at least 30% due to strong 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] Group 2 - Morgan Stanley analyst Erik Woodring reported that demand for the iPhone 17/Pro series is exceeding expectations, with optimistic overall shipment forecasts [2] - Supply chain investigations suggest that Apple may 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] Group 3 - Relevant Hong Kong stocks in the Apple supply chain include: Q Technology (01478), Sunny Optical (02382), Hon Teng (06088), AAC Technologies (02018), Lens Technology (06613), and GoerTek (01415) [3]