Core Insights - Apple has completed the Engineering Validation Testing (EVT) for at least one model of the iPhone 17 series, marking a significant milestone towards its launch [1][2] Product Development - EVT is crucial in the product development process, ensuring that the prototype meets design expectations before moving to mass production [2] - Completion of EVT indicates that the product design is largely finalized, with only minor adjustments expected thereafter [2] Product Line Changes - The iPhone 17 series will see a major shift in its product lineup, with the Plus model being discontinued and a new Air model introduced, resulting in a lineup of "iPhone 17 Air, iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max" [3] - This change reflects Apple's deep understanding of market trends and consumer demands for lightweight and differentiated performance in smartphones [3] Design Innovations - The iPhone 17 Air is noted for its remarkable thinness at 5.59mm, making it the lightest iPhone to date [4] - The standard iPhone 17 retains a classic design, while the Pro models feature a more aggressive "horizontal matrix" design with an enlarged camera module [5] Performance Enhancements - The iPhone 17 and iPhone 17 Air are expected to be powered by the A19 chip, while the Pro models will feature the more advanced A19 Pro chip, both utilizing TSMC's 3nm process technology [6] - There are speculations about the base iPhone 17 potentially having 8GB or 12GB of RAM, with the other models expected to have at least 12GB, enhancing multitasking capabilities [6][7] Imaging System Advancements - The iPhone 17 Air will feature a single camera with a large sensor to improve low-light performance, supported by advanced computational photography algorithms [8] - The Pro models are anticipated to have significant upgrades, including a rumored 100MP main camera, enhanced optical zoom, and improved computational photography capabilities [10] Market Context - With the completion of EVT, the iPhone 17 series is expected to launch in September, facing intense competition from Android manufacturers like Samsung [11] - To maintain its market position, Apple will need to demonstrate innovation in its products and adapt its pricing and marketing strategies to meet diverse consumer needs [11]

工业富联（601138）公告，公司拟新设"新一代智能手机精密机构件研发中心项目"，由深圳裕展负责实 施。项目投资预算为7.26亿元，整体建设周期自股东大会审议通过之日起至2026年12月31日止。该项目 旨在加强对新一代高端智能手机新材料新技术的研发投入，增强公司核心竞争力。项目不直接产生效 益，但在项目建成后，能够为公司吸收更多尖端技术人才，增强研发创新实力，有利于形成持续创新机 制，巩固公司行业领先地位。 ...