深圳商报·读创客户端首席记者 陈小慧 "精彩一周即将到来。一切从太平洋时间下周一早晨，北京时间下周一（3月2日）晚间，拉开序幕！"2月26日晚上，苹果首席执行官库克在微博发帖预告了 苹果的新品发布。 "我预计未来几周内，我们将迎来低价版MacBook新款、MacBook Air、新款MacBook Pro和新款Mac显示器。"古尔曼称："我对苹果公司3月2日、3日和4日 的产品发布会抱有期待，其中低价MacBook很可能是重头戏。我预计至少会有五款新品发布。" 值得关注的是，苹果的智能硬件也备受瞩目。古尔曼曾发文称，苹果公司正在加紧研发三款人工智能可穿戴设备，包括智能眼镜、带摄像头的AirPods耳 机，以及一款可以作为项链佩戴或别在衣服上的吊坠。 去年6月举办的苹果WWDC25开发者大会上，苹果并没有发布任何一款新智能硬件，这也让市场颇感失望，也一再拉高市场对苹果AI硬件的期待。 至于下周苹果的发布会是否会有智能硬件的新品，深圳商报·读创记者将持续关注最新动态。 此前，知名记者古尔曼曾预测苹果将在3月4日之前发布多项新品，并声称苹果此次可能不会像以往那样在硅谷的苹果园区总部举办发布会"一次性"发布，而 是连 ...

Core Viewpoint - For Apple (AAPL) shareholders, 2025 is not expected to be a fruitful year, with stock price increases of over 9% falling short compared to most industry peers. However, 2026 may mark a pivotal point in the company's history with significant changes on the horizon [1]. Product Launches - In 2026, Apple is expected to launch over ten new products across various business segments. Devices like the MacBook Pro and entry-level iPad are likely to see only routine annual or biennial hardware upgrades. The anticipated iPhone Fold, Apple's first foldable smartphone, is expected to debut in 2026, with a screen size of approximately 7.6 inches and a price tag starting at $2,000, potentially reaching $2,500 [2]. iPhone Release Strategy - A major focus for 2026 will be the timing of iPhone releases. Apple is expected to adopt a staggered release schedule, with the iPhone Pro series and the new iPhone Fold launching in the fall, while more budget-friendly models will be delayed until spring 2027. This strategy aims to smooth revenue curves and improve supply chain management [3][4][6]. Revenue Estimates - Market predictions indicate a nearly 50% revenue gap between the June and December quarters of 2026. For instance, the revenue estimate for FQ1 2026 (December 2025) is projected at $138.20 billion, reflecting an 11.18% year-over-year growth, while FQ3 2026 (June 2026) is estimated at $99.41 billion, with a 5.72% growth [7][8]. Valuation Concerns - If Apple finalizes the staggered release strategy, Wall Street may need to adjust earnings expectations. The revenue impact from the absence of entry-level iPhones in fall 2026 could be significant, with billions potentially deferred to the following year. As of the last closing, Apple's stock price corresponds to a projected P/E ratio of slightly over 31 times for 2026, representing a 14.6% premium compared to peers like Amazon, Google, Microsoft, and META [9][11]. Analyst Sentiment - Current market sentiment among analysts is generally optimistic, with 29 out of 49 analysts rating Apple as a "buy," 16 as "hold," and only 4 as "sell." While 2026 is not expected to bring major changes to most products, the introduction of the foldable iPhone and the staggered release strategy could significantly alter the product line. However, analysts maintain a "long-term hold" rating due to concerns over the company's high valuation [12][13].

Core Viewpoint - Apple is planning significant upgrades for its entry-level iPad and iPad Air product lines in 2026, focusing on chip iterations to enhance performance and meet increasing computational demands [1]. Entry-Level iPad - The 2026 entry-level iPad (codenamed J581 and J582, also known as iPad 12) will feature the A19 chip, which offers a processing speed increase of approximately 50% compared to the current A16 chip [2]. - To support the smooth operation of Apple Intelligence features, the new model's memory will be upgraded from 6GB to 8GB, significantly enhancing multitasking capabilities and narrowing the experience gap with higher-end models [4]. iPad Air - The new iPad Air (codenamed J707 to J738) will upgrade from the current M3 chip to the M4 chip, providing a noticeable performance boost for existing iPad users, appealing to those seeking a balance between cost-effectiveness and high performance [5]. - Both new models will incorporate Apple's self-developed N1 wireless chip, which debuted with the iPhone 17, aimed at reducing latency and improving connection stability [5]. Design and Aesthetics - The design, screen parameters, and camera modules of both the entry-level iPad and iPad Air are expected to remain largely unchanged from the current models, disappointing those hoping for significant aesthetic updates [6]. - The leaked code did not include information regarding the iPad Pro or iPad mini, suggesting that Apple may delay updates for these high-end and niche models until later in 2026 or in subsequent system builds [6].

Core Insights - Apple has inadvertently leaked key information about several upcoming products through its software code, revealing a comprehensive roadmap for future releases [1] - The anticipated product launches are expected to occur between late 2025 and early 2026, marking a significant iteration across multiple product lines [1] Product Summaries - **New HomePod mini**: The upcoming HomePod mini (codename B525) will feature the new S11 chip with dual-core CPU and quad-core neural engine, significantly enhancing performance and audio processing capabilities. It may also support Wi-Fi 6E and come in new colors, while likely maintaining a similar price point around $99 [4][5] - **New Apple TV**: The next Apple TV will be equipped with the A17 Pro chip, offering substantial performance improvements and support for Apple Intelligence features. The price is expected to remain in the $129-$149 range despite the upgrades [7][8] - **New Apple Studio Display 2**: Expected to launch in early 2026, this display (codename J427) may utilize mini-LED backlighting for improved brightness and contrast. The starting price is likely to be higher than the current model, which is priced at $1599 [10][11] - **New iPad mini**: The next iPad mini (codename J510/J511) is set to feature the A19 Pro processor, with potential OLED screen integration. Pricing is expected to remain stable if no major changes are made [14][15] - **New Entry-Level iPad**: Launching in spring 2026, this model (codename J581/J582) will include the A18 chip and a 16-core neural engine, maintaining a starting price of $349 [17][18] - **Vision Pro 2**: The second-generation Vision Pro is anticipated to debut at the end of 2025, featuring the M5 chip for enhanced performance. The price is expected to remain at $3499 unless significant changes are made [20][21] - **New Apple Watch**: The upcoming Apple Watch Series 11, Ultra 3, and SE 3 will continue using the S11 architecture, with no major performance upgrades expected. Prices are likely to stay consistent with previous models, starting at $399 for Series 11 [24][25]