Apple(US:AAPL) TrendForce集邦·2025-09-04 09:04Core Viewpoint - Apple is set to launch four flagship models: iPhone 17, iPhone 17 Air (tentative name), iPhone 17 Pro, and iPhone 17 Pro Max, with upgrades in design, processor performance, thermal management, and camera capabilities, which are expected to boost sales [2][6]. Product Overview - The iPhone 17 series is projected to see a 3.5% increase in shipment volume compared to the iPhone 16 series in 2024, with the Pro series remaining the main sales driver [2]. - The iPhone 17 Air represents Apple's entry into the lightweight flagship market, but its reduced battery capacity and simplified camera specifications may not fully meet consumer demands for high battery life and camera quality [2][7]. Hardware Specifications - All models will be equipped with the A19 processor, while the Pro series will feature the A19 Pro processor [6]. - The RAM for the iPhone 17 Air, Pro, and Pro Max will be expanded to 12GB, with storage options starting from 256GB up to 1TB [7]. - The camera system will see significant upgrades, with front cameras increasing from 12MP to 24MP and rear cameras upgraded to 48MP, particularly in the Pro series [7]. Pricing Strategy - The base model iPhone 17 is expected to maintain last year's pricing, while the Air, Pro, and Pro Max models may see price increases of $50 to $100 due to innovations and upgrades [7]. - The iPhone 17 Air is positioned to compete with the Samsung S25 Edge in terms of pricing [7]. Product Line Strategy - The introduction of the Air series and future foldable models indicates Apple's strategy to diversify its product line to attract a broader consumer base [7]. - TrendForce suggests that Apple's product release schedule may shift to launch a mid-range model in the first half of the year and the Air, Pro, Pro Max, and foldable models in the second half, creating a more diverse and clearly segmented product matrix [7].