Core Viewpoint - Huawei and Apple are set to launch their new flagship products, with Huawei's MateXTs scheduled for September 4 and Apple's iPhone 17 on September 9, highlighting the competitive landscape in the smartphone market [1][6]. Group 1: Huawei's Market Position - Huawei's Mate XT, the first generation of its foldable phone, has nearly 500,000 units shipped in the first half of the year, generating over 10 billion yuan in revenue [1][5]. - Huawei holds a dominant position in the Chinese foldable smartphone market with a 75% market share in the first half of the year, attributed to continuous product iterations and a lack of significant competition from other brands [4][5]. - The foldable smartphone market is experiencing a slowdown, with a projected 3.3% year-on-year growth for 2023, indicating potential challenges ahead despite Huawei's strong product lineup [5]. Group 2: Industry Trends and Innovations - The foldable smartphone segment is entering a phase where hardware innovation is slowing, shifting focus towards software upgrades and new product forms [5]. - Future innovations may include new materials, eSIM technology, low-orbit satellite internet, and advancements in AI and HarmonyOS, which could revitalize the foldable market [5]. - The competitive landscape is evolving, with Huawei's strong brand presence in the absence of Apple in the foldable segment, emphasizing the importance of brand loyalty in this high-end market [4][5]. Group 3: Apple's Challenges and Innovations - Apple's iPhone 17 series is expected to feature significant design changes and improvements in imaging and battery life, but faces pressure from competitors like Huawei [6][8]. - The company is under pressure from rising production costs in the U.S. and declining sales in China due to competition from domestic brands [7][8]. - Apple is preparing for future foldable devices, although they are not expected to debut this year, indicating a strategic focus on innovation to maintain market relevance [7][8].

Core Viewpoint - Apple Inc. is set to hold its iPhone 17 launch event on September 10 at 1 AM Beijing time, themed "Awe dropping," indicating a stunning reveal [1] Group 1: Event Details - The event will take place at the Steve Jobs Theater in Cupertino, California, and is a highly anticipated annual event in the tech industry [1] - Apple is expected to unveil a thinner iPhone model, which has generated significant interest [1] - New Apple Watch models are likely to be announced, focusing on enhanced health monitoring features [1] Group 2: Additional Product Launches - New AirPods headphones and a new software interface referred to as "Liquid Glass" are also expected to be showcased [1] - The Liquid Glass operating system was initially introduced at the Worldwide Developers Conference in June [1] Group 3: Investor Interest - Investors are particularly keen on new features for Apple Intelligence and potential upgrades to Siri, which could invigorate the Apple ecosystem [1] - CEO Tim Cook has generated buzz for the event by sharing a thermal image of the Apple logo on social media, leading to speculation [2] - The event will be live-streamed on Apple's official website, allowing global consumers and investors to watch in real-time [2]

Core Viewpoint - Apple may have inadvertently leaked information about several upcoming devices, including iPads and Vision Pro, through software code, revealing hardware identifiers that confirm the development of new products [3][4]. Group 1: Vision Pro and iPads - The upgraded Vision Pro headset is confirmed to use the M5 chip, aligning with previous leaks from analyst Guo Ming [3]. - The 12th generation entry-level iPad is expected to launch early next year with the A18 chip, featuring a 16-core neural engine for enhanced capabilities [4]. - The next-generation iPad mini will reportedly be equipped with the A19 Pro chip, which has more GPU cores than the standard A19, with a potential variant for the iPhone 17 Air [5]. Group 2: Studio Display and HomePod - The upcoming Studio Display 2 is rumored to also feature the A19 Pro chip, suggesting potential AI functionalities, contrasting with the current model that uses the older A13 chip [5]. - The next HomePod mini is expected to utilize the T8310 microarchitecture chip, which will significantly enhance performance compared to the current model [6]. Group 3: Apple TV - The new Apple TV may be upgraded to the A17 Pro chip, providing substantial performance improvements and enabling support for "Apple Smart" features and potentially console-level gaming [7].

Core Viewpoint - Tim Cook is considered a better CEO for Apple compared to Steve Jobs by shareholders and the board due to his exceptional ability to generate revenue and profits [1][3]. Financial Performance - Under Cook's leadership for over a decade, Apple's revenue and market capitalization have increased tenfold, resulting in significant profits for shareholders [3]. - The company has achieved record profit margins and gross margins, showcasing its financial success [3]. Innovation and Product Development - While Cook has successfully launched new products like AirPods and Apple Watch, the overall innovation under his leadership has been perceived as lacking compared to the transformative innovations of the past [5][3]. - The arrival of AI presents a challenge for Cook, as it requires a fundamental rethinking of Apple's products and services rather than incremental improvements [8]. AI Integration Challenges - Apple has attempted to enter the AI space with initiatives like "Apple Intelligence," but progress has been slow and unsatisfactory, with little to show after a year [10]. - The company's AI assistant, Siri, has not evolved significantly and has faced internal development issues, leading to the departure of key talent in the AI field [10][12]. Leadership Suitability - Cook's strengths lie in financial management, but his limitations in technological innovation raise questions about his suitability as CEO in the AI era [12].

以下文章来源于邻章 ，作者邻章 邻章 . 解读行业发展趋势与公司产品服务。数字化、AI、云计算、公司财报、智能硬件、消费创新是关注重点。 来源 | 邻章 据界面新闻引援多方信源报道称：苹果正在规划第二代Apple Vision Pro（以下简称Apple Vision Pro 2）产品的生产发布事宜，第二代Vision Pro产品的面板、外壳等关键零部件均已在生产中。 据悉，蓝思科技为Vision Pro 2独家供应玻璃面板；长盈精密为Vision Pro 2提供外壳部分；另有部分电子电路器件供应商正在赶制订单。 事实上，Apple Vision Pro产品自发布上市后就面临诸多争议。 一方面它显示了苹果在技术创新领域的强大实力。 作为苹果首款可穿戴空间计算设备，也是库克时代最为浓墨重彩的标记，苹果公司为其投入了数年的研发时间，并为其申请了超过5000项专利 护航，在这款产品发布之际，库克当年也给予了其"one more thing"的特殊待遇。 而这款产品在技术创新上也的确可堪称是技术创新密度之最———R1芯片、M2芯片以及Vision OS操作系统、空间音频系统、显示屏幕技术、 虹膜验证技术等诸多创新，都 ...