Core Insights - The iPhone 17 Pro has been experiencing strong sales since its launch, attributed to its new design, cosmic orange color, and exceptional battery life, with CEO Tim Cook noting "astonishing" consumer demand [1] - Rumors about the upcoming iPhone 18 Pro suggest significant improvements in battery life due to three key upgrades [2] Group 1: iPhone 17 Pro Performance - The iPhone 17 Pro has been a best-seller, with its market performance validated by the latest quarterly results [1] - Tim Cook highlighted the remarkable consumer demand for the iPhone 17 Pro [1] Group 2: iPhone 18 Pro Rumors - The iPhone 18 Pro is expected to feature a larger capacity battery, potentially increasing the thickness of the Pro models [2] - It may include Apple's self-developed second-generation 5G modem, C2, which aims to further optimize power consumption and extend battery life [2] - The new A20 Pro chip will utilize TSMC's 2nm process technology, enhancing performance and energy efficiency, contributing to improved battery life [2] - The combination of increased battery capacity, optimized modem efficiency, and advanced chip technology is projected to elevate the iPhone 18 Pro's battery performance to new heights [2]

来源：环球网 更值得关注的是，iPhone 18 Pro Max将搭载基于台积电2纳米制程工艺打造的A20 Pro芯片。相较于前 代，2纳米工艺有望带来显著的能效优化。电池容量的小幅增长与芯片功耗的进一步降低相结合，或将 使该机型在日常使用中实现1.5至2天的续航时间。 不过，iPhone 18 Pro Max未必是苹果产品线中电池容量最大的机型。据传，计划于明年秋季同步亮相的 折叠屏iPhone Fold，可能配备高达5500mAh的电池。但考虑到其展开后屏幕尺寸达7.8英寸，实际功耗 仍存在变数，最终续航表现有待实测验证。 分析认为，对于愿意为高端机型支付溢价的用户而言，续航问题或不再成为使用痛点。据悉，折叠屏 iPhone Fold的起售价可能超过2000美元。 ...

影像与性能是此次升级的重点。影像上，两款Pro机型的4800万像素主摄像头将搭载可变光圈技术，用 户可自主控制镜头进光量，精准调节景深效果，但受手机机身尺寸限制，其影像提升幅度尚待验证。性 能上，新机将搭载A20 Pro芯片，采用台积电第一代2nm工艺，相比上代A19 Pro的3nm工艺，配合全新 封装设计，性能与功耗表现将实现显著提升，实测显示其性能或暴涨15%、功耗狂降35%。 通信与辅助芯片也同步升级：iPhone 18 Pro将搭载新一代N2芯片，取代前代N1芯片，后者目前支撑着 iPhone 17系列的Wi-Fi 7、蓝牙6等功能，N2芯片的具体升级点暂未公布；同时，该机还将配备第三代自 研C2调制解调器，接替iPhone Air上的C1X芯片，延续通信速度与功耗控制的升级趋势，其5G信号强度 或提升25%，弱网场景表现更出色。 Jeff Pu在报告中指出，外观方面，iPhone 18 Pro将迎来灵动岛尺寸缩小升级。据悉，苹果计划将Face ID 的泛光照明器移至屏幕下方，这一技术调整将为灵动岛瘦身创造条件，进一步提升屏幕屏占比，带来更 沉浸的视觉体验，这也是自iPhone 14 Pro系列搭载灵 ...

Group 1 - Apple recently launched the new AirTag, maintaining its price at 249 yuan for a single unit and 849 yuan for a four-pack [1] - CEO Tim Cook announced during a conference call that Apple will unveil greater surprises and innovations later this year, with rumors suggesting over 20 new products are set to be released [3] - The recently introduced second-generation AirTag is considered just a precursor to the upcoming innovations [3] Group 2 - There are strong indications that Apple will release its first foldable iPhone in the second half of the year, featuring specifications aligned with the iPhone 18 Pro and iPhone 18 Pro Max, and will debut the new A20 Pro chip [5][7] - The A20 Pro chip will utilize TSMC's latest packaging technology and be manufactured using a 2nm process, enhancing overall performance and efficiency while reducing power consumption [7] - The foldable iPhone is expected to have an outer screen size of 5.5 inches and an inner screen size of 7.8 inches, with advanced features such as a "near-zero crease" effect and self-healing coating technology [9] Group 3 - Samsung Display (SDC) is set to be the exclusive screen supplier for Apple's first foldable phone, planning to ship 11 million units of the iPhone Fold's inner and outer screens, which is over 30% higher than previous expectations [11] - Apple is also reportedly developing its first smart glasses, Apple Glasses, which are expected to be unveiled this year and released next year, designed to work in conjunction with the iPhone and centered around AI Siri [13]

Core Viewpoint - Apple is adopting a "two releases a year" strategy for the iPhone 18 series, with different models being launched in two phases [1][4]. Group 1: Product Release Strategy - This fall, Apple will release the iPhone 18 Pro, iPhone 18 Pro Max, and iPhone Fold, while the standard version of the iPhone 18 is set to launch in spring 2027 [3][6]. - The phased release strategy is supported by TSMC's expansion plan for WMCM packaging capacity, which is expected to double to 120,000 wafers per month by 2027, up from approximately 60,000 wafers per month in 2026 [3][6][7]. Group 2: Technological Advancements - The iPhone 18 series will debut the A20 and A20 Pro chips, with the standard version featuring the A20 and the Pro series featuring the A20 Pro [3][6]. - Both chips will utilize TSMC's 2nm process technology, and the packaging method will shift from InFO to WMCM, allowing for greater integration of CPU, GPU, and neural network engine into a single package, enhancing flexibility [3][6].

Group 1 - The core viewpoint of the article is that Apple is expected to release the iPhone 18 Pro series and iPhone Fold this fall, with Samsung Display and LG Display supplying the screen panels [1] - Apple will change its product launch strategy this year, only introducing the iPhone 18 Pro and Pro Max models in the fall, while the standard version will be delayed until 2027 [1] Group 2 - The iPhone 18 series will feature OLED panels with LTPO+ technology, which includes the integration of oxide technology in the driving circuit and UDIR technology to hide Face ID components under the display [2] - There are rumors that Apple is testing a punch-hole screen for the iPhone 18 Pro, aiming to place all Face ID components beneath the screen, moving closer to the "full-screen iPhone" goal [2] - Apple plans to maintain the starting price of the entry-level model similar to previous generations, but higher storage versions may see a significant price increase [2] - To justify the higher prices, Apple intends to incorporate more advanced technologies in the iPhone 18 Pro series, which is expected to launch in September with the A20 Pro chip based on 2nm technology, significantly enhancing efficiency and performance [2]

Core Viewpoint - The iPhone 18 Pro is expected to undergo significant design and functional innovations, potentially sparking a new wave of consumer interest upon its release [2]. Design Changes - The front screen of the iPhone 18 Pro will feature a major redesign, moving from a "pill" cutout to a single punch-hole design due to advancements in under-display technology [3]. - The single punch-hole will be located in the top left corner, which may create a visual mismatch compared to the centered cutout commonly seen in current models [5]. - The rear design will maintain the "highland platform" layout of the iPhone 17 Pro series, using an aluminum and glass combination, with a low likelihood of incorporating titanium [8]. Camera Innovations - The iPhone 18 Pro is anticipated to introduce variable aperture technology for its main camera, enhancing photo quality through better light control and depth of field [10]. - This technology is not new in the smartphone market, as competitors like Samsung and Huawei have previously implemented it, but it may be limited to the larger iPhone 18 Pro Max due to space constraints [12]. - The long-focus capabilities are expected to improve, with a focus on enhancing the existing 8x zoom from the iPhone 17 Pro series, although a 10x optical zoom is considered unlikely [14]. Performance Enhancements - The iPhone 18 Pro will utilize the A20 Pro chip, manufactured using TSMC's latest 2nm process, promising improved energy efficiency and performance, particularly in local AI capabilities [17]. - There are rumors that Apple may transition from Qualcomm's baseband chips to its own C2 baseband chip, which could enhance signal and energy efficiency [19]. Pricing and Market Impact - Due to rising component costs, a slight price increase for the iPhone 18 Pro is anticipated, although a significant price hike is deemed unlikely given the already high starting price [21]. - The release of the iPhone 18 Pro is expected to generate substantial market interest, potentially impacting competing brands in the high-end smartphone market [22]. - There are speculations that Apple may delay the launch of the iPhone 18 to spring 2027, altering its traditional product release strategy [24]. Sales Performance - The iPhone 17 series has seen strong sales in the domestic market, with over 17.26 million units sold by the second week of 2026, indicating robust consumer demand [24].

对此，CHIP中国实验室主任罗国昭认为，在AI拉动下，对先进制程的追逐会更趋激烈，尤其是高性能 计算客户，甚至会比终端厂商需求更为旺盛。因此，短期内台积电的2纳米市场"溢价"或许会格外高， 从而对终端市场价格造成一定冲击。 多重因素拉高价格 随着半导体先进制程正式进入2纳米时代，其搭载终端设备的价格与成本备受行业关注。 在日前发布的一份最新投资者报告中，香港广发证券分析师Jeff Pu透露，苹果将在今年9月发布首款折 叠屏手机iPhone Fold，同时发布的还包括iPhone 18 Pro、iPhone 18 Pro Max，三款机型均将搭载台积电2 纳米工艺的A20 Pro芯片。 不过，对于期盼已久的消费市场而言，由于采用2纳米的A20成本高企，这也使得其价格或大幅上涨， 成为苹果迄今为止最昂贵的芯片。此前，据来自供应链的消息，台积电2纳米晶圆的报价预计超3万美 元/片，2倍其4纳米晶圆价格，而单颗A20芯片成本或将达280美元，较A19芯片同比增加约80%。 事实上，在最近几个季度的财报会上，台积电总裁魏哲家曾多次暗示涨价，并表示2纳米的需求意向已 经超过3纳米。因此，供不应求的态势无疑将增加台积电2纳 ...

Core Insights - The iPhone 18 Pro series is generating significant buzz ahead of its expected launch in September, with reports indicating 12 core upgrades aimed at enhancing user experience [1]. Design - The iPhone 18 Pro series will maintain screen sizes of 6.3 inches and 6.9 inches, with a "platform-style" layout for the three rear cameras, focusing on detailed optimizations [4]. - The rear ceramic shield will be adjusted for MagSafe charging compatibility, likely using a frosted glass material for a balance of aesthetics and practicality [4]. - The front camera will be relocated to the top left corner of the screen, integrating under-display Face ID technology to improve screen-to-body ratio and unlock convenience [4]. Performance and Connectivity - The new models will feature the A20 Pro chip, manufactured using TSMC's 2nm process, promising significant improvements in performance and power efficiency [4]. - Apple will introduce its self-developed C-series modem and N1 series chip to enhance 5G/LTE connectivity, Wi-Fi 7, Bluetooth 6, and Thread protocol, along with a new satellite web browsing feature [4]. Imaging and User Experience - At least one rear camera will support a variable aperture, allowing for better adaptability to different lighting conditions, enhancing photography capabilities [4]. - The camera control button design will be simplified, eliminating the sliding gesture for clearer operational logic [4]. - New color options may include wine red, brown, and purple, with the iPhone 18 Pro Max potentially featuring a slightly thicker body to accommodate a larger battery [4].

Core Viewpoint - Detailed information about Apple's upcoming flagship smartphones, iPhone 18 Pro and iPhone 18 Pro Max, has started to emerge ahead of their official release in September 2026, highlighting significant upgrades in hardware, connectivity, and user experience [1][4]. Group 1: Hardware Upgrades - The iPhone 18 Pro series is expected to feature 6.3-inch and 6.9-inch OLED displays, maintaining the iconic triple-camera layout on the back with notable optimizations [4]. - A variable aperture main camera will be introduced, allowing at least one rear camera to adjust aperture dynamically (e.g., f/1.6 to f/2.2), enhancing low-light performance and depth control [4]. - The new A20 Pro chip, built on TSMC's 2nm process technology, will significantly improve energy efficiency and AI computing power [4]. Group 2: Design and User Experience - The under-display Face ID technology is being developed to hide the TrueDepth camera system beneath the screen for a true full-screen experience, although initial versions may retain a small hole in the upper left corner for front imaging [4]. - The physical camera control button will be simplified, eliminating the sliding operation in favor of a quick-launch button that supports parameter adjustments [4]. - The MagSafe back material may transition from ceramic to a more textured matte glass, balancing wireless charging compatibility and grip feel [5]. Group 3: Connectivity and Features - Apple is expected to integrate its own C1X or C2 modem chips for 5G and LTE support, reducing reliance on Qualcomm [5]. - The new communication chip, either the N1 or its upgraded version, will support Wi-Fi 7, Bluetooth 6, and Thread protocols, enhancing smart home and high-speed transmission capabilities [5]. - A new satellite web browsing feature will be added, allowing limited web browsing through satellite networks, improving outdoor emergency communication [5]. Group 4: Aesthetic and Battery Enhancements - New color options, including burgundy, brown, and purple, are anticipated alongside classic colors to cater to diverse aesthetic preferences [5]. - The iPhone 18 Pro Max may see a slight increase in thickness to accommodate a larger battery, addressing the power demands of high-performance components [5].