Apple(US:AAPL) Hua Er Jie Jian Wen·2025-10-20 00:22Core Insights - The launch of the iPhone 17 is driving Apple to achieve its strongest smartphone sales growth since the COVID-19 pandemic, with market response exceeding expectations [1] - Analysts predict a 4% revenue growth for Apple's smartphone segment in the latest fiscal year, reaching $209.3 billion, with further growth expected in the following years [1][3] - Significant upgrades in the iPhone's camera, screen, and battery are attracting more customers to replace older devices, indicating a potential upgrade cycle [2] Group 1 - The iPhone 17's delivery times are longer than previous years, suggesting strong demand [1][2] - Analysts from Deepwater Asset Management and IDC noted that the waiting time for the new iPhone is approximately 13% longer than last year, indicating a robust product cycle [2] - Apple is set to release its Q4 earnings on October 30, which will include initial sales data for the iPhone 17 [2] Group 2 - Sales volume for iPhones is expected to remain around 235 million units between fiscal years 2024 and 2026, with projections of exceeding 240 million units by 2027 [3] - iPhones account for over half of Apple's annual revenue of approximately $390 billion, and the success of the iPhone 17 could help the company recover from a challenging 2025 [3] - Some analysts caution that market expectations for the new iPhone may be overly optimistic, with Jefferies recently downgrading Apple's stock rating due to high demand expectations [3]