Group 1 - A significant number of institutions have conducted research on over 30 companies in the Apple supply chain since the third quarter, indicating strong interest in these firms as Apple prepares for the iPhone 17's mass production [1][2] - Crystal Optoelectronics, an Apple supply chain company, has seen over 200 institutions conduct research, highlighting its successful collaboration with North American clients in optical components and modules [2] - Industrial Fulian, another key supplier for Apple, has been researched by more than 100 institutions, with expectations of steady growth in its structural components business and successful product iterations [2] Group 2 - The iPhone 17 has entered large-scale production, with Foxconn ramping up hiring at its Zhengzhou facility, indicating a strong demand for the new model [4] - Reports suggest that the iPhone 17 will feature enhanced AI capabilities and upgrades in components such as SoC chips, battery, and flexible printed circuits (FPC), which are expected to drive sales [4] - The market anticipates that Apple will launch its first foldable phone in the second half of 2026, potentially reaching sales of ten million units, which would increase demand for key components like ultra-thin flexible glass and hinges [4] Group 3 - Dongshan Precision, a supplier of circuit boards for the iPhone, is focused on achieving its operational profit goals this year, with its soft board business becoming a core support due to its positioning in consumer electronics and new energy vehicles [3] - Lens Technology, a significant supplier for the iPhone, has established a leading market position in ultra-thin glass and related components, with successful product development and capacity planning for upcoming foldable devices [5]

Counterpoint Research高级分析师Shilpi Jain在评论2025年第二季度的市场动态时表示，尽管多地仍承受 宏观经济逆风，全球智能手机市场在 2025 年第二季度依旧实现了销量和营收的双重增长。随着美国关 税政策逐步放松，高端设备需求在发达市场表现尤为强劲。"融资渠道的拓宽、以旧换新计划的升级， 以及更大力度的促销活动，共同降低了消费者进入高端市场的门槛，使高端化进程的速度超出此前预 期。" 展望未来，Counterpoint预计全球智能手机市场的高端化趋势将延续，2025年营收增幅将跑赢销量增 长。此外，随着生成式人工智能手机与折叠屏机型的关注度持续上升，这两大新兴趋势有望为全球智能 手机市场带来显著的增长机会。 （文章来源：证券时报网） 8月1日，Counterpoint Research最新发布市场监测服务显示，2025年第二季度全球智能手机市场营收同 比增长10%，首次突破1000亿美元大关，创下第二季度历史最高纪录。相比之下，全球智能手机出货量 同比增长仅3%。与此同时，2025年第二季度全球平均售价（ASP）也创下第二季度新高，同比上涨 7%，接近350美元。 从具体品牌来 ...