是说芯语·2025-09-14 02:19Core Viewpoint - Apple is set to produce nearly 100 million units of the iPhone 17 series, significantly exceeding last year's figures, driven by major upgrades in AI features, imaging systems, and design, potentially leading to an unprecedented "super upgrade wave" [1] Group 1: Product Launch and Production Plans - Apple announced the launch of the iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the thinnest iPhone ever, the iPhone Air [1] - The production target of nearly 100 million units for the iPhone 17 series marks a substantial increase compared to the previous year [1] Group 2: Supply Chain and Manufacturing - The iPhone 17's production relies heavily on a robust supply chain, with major assembly taking place in India while China remains a key supplier for components [1] - Key manufacturers include: - Industrial Fulian: Major assembler and supplier of precision metal components, closely tied to iPhone sales [2] - Luxshare Precision: Comprehensive supplier for various Apple products, including the iPhone 17 series and Apple Watch Series 10 [2] - BYD: Core supplier of battery modules for Apple [2] Group 3: Key Components and Technologies - Linx Technology: Leading supplier of precision functional components, providing essential parts for iPhone and other Apple products [3] - BOE Technology: Domestic leader in display panels, supplying OLED screens for the iPhone standard version [3] - Pengding Holdings: Global leader in mainboards and soft boards, providing printed circuit boards (PCBs) for the iPhone 17 series [3][4] Group 4: Emerging Technologies and Innovations - Gaoer Co.: Exclusive supplier of acoustic modules for AirPods and iPhone, leading in VR/AR assembly [5] - Xingwangda: Innovator in consumer electronics battery modules, enhancing charging speed and lifespan for iPhones [8] - Wentai Technology: Main supplier of camera modules, contributing to advancements in sensor technology for Apple products [8] Group 5: Supplier List Overview - A comprehensive list of core suppliers for Apple includes: - BOE: Displays - BYD: Assembly and batteries - Luxshare Precision: Assembly and components - Gaoer Co.: Acoustic devices - Linx Technology: Precision components [9][10]