Apple(US:AAPL) Bei Jing Shang Bao·2025-10-16 14:33Core Insights - Apple has launched a series of new products featuring the M5 chip, including MacBook Pro, iPad Pro, and Vision Pro, enhancing performance, battery life, and AI processing capabilities [1][3] Product Performance - The M5 chip, developed using third-generation 3nm technology, significantly improves AI performance, with GPU peak performance exceeding M4 by over four times and overall graphics performance increasing by up to 45% [3] - The new MacBook Pro models start at 12,999 yuan for the 14-inch version and 19,999 yuan for the 16-inch version, with the M5 chip offering a notable performance leap in AI tasks [3] - Vision Pro, now equipped with the M5 chip, has improved rendering capabilities, with a 10% increase in pixel count and a maximum refresh rate of 120Hz, enhancing the AI-driven system experience by 50% [4] - The new iPad Pro, starting at 8,999 yuan, also benefits from the M5 chip, achieving up to 3.5 times improvement in AI performance compared to the M4 version [4] Chip Development - Apple continues to expand its in-house chip capabilities, including the M series, R1, N1, and C1X chips, with the latter two being used in the new iPad Pro [5] - The C1X chip, launched in September, is expected to enhance cellular data transmission speeds by up to 50% compared to the M4-equipped iPad Pro [5][6] Market Strategy - Apple's CEO Tim Cook's recent visit to China coincides with the product launch, emphasizing the importance of the Chinese market, which contributed $15.369 billion in revenue in Q3, a 4% year-on-year increase [8] - During the visit, Cook highlighted plans to increase investments in China, aiming for mutually beneficial development [8] - The introduction of eSIM services by China's three major telecom operators is seen as crucial for the iPhone 17 Air's launch, marking a shift to eSIM-only designs [9]