Investment Rating - The industry rating is "Outperform the Market" [7][13] Core Insights - Apple plans to enhance its competitiveness in the AI sector through a series of new devices, including a desktop robot expected to be released in 2027, which could transform personal interaction with AI and set new standards in the home robotics industry [3][4] - In Q2 2025, global smartphone shipments slightly declined to 288.9 million units due to moderate consumer demand, with Samsung maintaining the largest market share at 57.5 million units, a 7% year-on-year increase, while Apple's iPhone shipments fell by 2% to 44.8 million units [4] - Apple's first foldable iPhone is anticipated to launch in the fall of 2026, alongside the iPhone 18 Pro series, with the standard iPhone 18 release postponed to spring 2027 [5] - The global shipment of foldable smartphones in Q4 2024 is projected to be 3.8 million units, a decrease of 18% year-on-year, with Huawei holding a 31.2% market share [5] - The report suggests focusing on automation assembly equipment, automation testing equipment, foldable screen hinges, 3D printing applications, and midframe and back cover manufacturers for potential investment opportunities [5] Summary by Sections - **Smartphone Market Trends**: The smartphone market is experiencing a slight decline in shipments, with major players like Samsung and Huawei showing varying performance [4] - **Apple's Product Innovations**: Apple is set to introduce innovative products in the AI and foldable smartphone segments, which may significantly impact market dynamics [3][5] - **Investment Recommendations**: The report highlights specific companies in automation and 3D printing sectors as potential investment opportunities [5]