超薄手机市场

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iPhone17预售官网被挤崩,小米卢伟冰称“辨识度拉满”
Guan Cha Zhe Wang· 2025-09-13 01:46
Core Insights - The iPhone 17 series officially started pre-sales on September 12, with significant demand leading to website crashes and slow loading times on both Apple's official site and e-commerce platforms [1][2][5] - The new product line includes four models: iPhone 17, iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max, with prices starting at 5999 yuan and going up to 17999 yuan [5][6] - The iPhone 17 standard version has seen higher pre-order volumes compared to the Pro series, attributed to its enhanced features and competitive pricing [6][7] Sales and Market Reaction - Apple's stock rose nearly 1.8% to $234.07, with a total market capitalization of $3.47 trillion following the iPhone launch [7] - Analyst Ben Reitzes from Melius Research upgraded the stock's target price from $260 to $290, indicating a strong potential for revenue growth driven by the new iPhone models [7] - The iPhone Air is expected to stimulate a significant upgrade cycle, particularly in the Chinese market, despite concerns that its pricing may impact sales of lower-end models [7]
三星、苹果超薄手机大战 传i17 Air 9月亮相
Jing Ji Ri Bao· 2025-06-08 23:20
Core Viewpoint - The launch of ultra-thin smartphones by major brands like Samsung and Apple is expected to stimulate market demand and benefit the supply chain, including companies like Hon Hai, TSMC, and Largan Precision [1][2]. Group 1: Market Trends - Samsung has introduced its first ultra-thin AI smartphone, the S25 Edge, with a thickness of 5.85mm, while Apple's upcoming iPhone 17 Air is rumored to be even thinner at 5.65mm [1]. - The ultra-thin smartphone trend is gaining popularity due to consumer preferences for sleek and minimalist designs, which are believed to create new market opportunities in the slowing smartphone industry [1][2]. Group 2: Production Challenges - The production and design of ultra-thin smartphones present significant challenges, including potential impacts on structural integrity, camera module specifications, and battery life, while maintaining a screen size of at least 6.5 inches [1]. Group 3: Competitive Landscape - Currently, only Apple and Samsung have the capability to design ultra-thin smartphones that meet market demands, but other manufacturers are expected to follow suit, leading to a competitive landscape in the coming year [2]. - The sales performance of Samsung's S25 Edge is anticipated to influence the strategies of other brands, as ultra-thin smartphones are expected to be more affordable than flagship models, potentially increasing market acceptance [3].