没有AI加持，苹果为什么也能赢？

Core Insights - Apple's approach to new technologies has historically been to follow trends quickly, but its progress in artificial intelligence (AI) is lagging behind other Silicon Valley giants [2] - The iPhone 17 series is expected to drive record revenue for Apple, with CEO Tim Cook emphasizing that the demand for the iPhone 17 is exceeding supply [2] Product Performance - The iPhone 17 series launched with significant demand, causing multiple crashes on Apple's website and rapid sellouts on platforms like JD.com and Tmall [5][6] - The iPhone 17 series features hardware upgrades, including doubling the base storage from 128GB to 256GB and standardizing the A19 chip across all models, which aligns with features already available in Android devices [8] - The base model of the iPhone 17 is priced lower than its predecessor, creating a perception of high value for consumers [9] Market Dynamics - Despite the lack of AI features in the iPhone 17 series, sales have been strong, with over a million units sold within a month, particularly the Pro Max model [11] - Apple's market share in the smartphone sector declined by 0.9% last year, while the global smartphone market grew by 7% [9] - The current AI capabilities in smartphones are not yet a core selling point, as consumers prioritize value and ecosystem experience over AI features [11][12] Financial Performance - Apple's gross margin reached 47.2%, exceeding previous expectations, and is projected to remain between 47% and 48% in the future [17] - The company's stock has increased by 8.4% year-to-date, reflecting investor confidence in Apple's ability to generate profits without significant innovation [20] Future Outlook - There is anticipation regarding Apple's upcoming AI initiatives, with expectations for the Apple Intelligence platform to launch in China by the end of the year [20]