手里的 iPhone 17 还没捂热，十月份马上又要来一批苹果新品。 没想到去年抢先苹果一个月开箱 M4 MacBook Pro 的俄罗斯 YouTube 博主 Wylsacom 今年梅开二度，再一次提前拿到了 M5 iPad Pro 实机。 除了 M5 iPad Pro，苹果还会在 10 月发布家居、配件等等一系列种类丰富的新产品，时间节点刚好卡在海外购物季前夕。 预计苹果会采取去年的形式，不会举办一场单独的发布会，而将集中发布每个新品的介绍视频和新闻稿。 有望于 10 月发布的苹果新品如下： M5 iPad Pro 全球首曝 苹果连续两年都选择在 10 月更新 MacBook Pro 产品线，不过今年内我们大概率看不到搭载 M5 系列的新款 MacBook Pro。说到底，M4 绝对够用，而且相 关机型在售时间还不够长。 而根据爆料，苹果将和去年一样，选择在 iPad Pro 上首发全新的 M5 芯片。 M5 iPad Pro A18 Pro/A 19 Pro 入门款 MacBook M5 Vision Pro AirTag 2 Apple TV 4K HomePod mini 图源：YouTube@Wy ...

Group 1 - Apple is expected to launch a series of new products between 2025 and the first half of 2026, including the iPad Pro with the M5 chip and a new smart home hub [1] - Key suppliers such as Hon Hai, TSMC, Largan, Compal, and Jeng Yuan are anticipated to benefit from Apple's upcoming product launches, contributing to a strong operational performance in the second half of the year [1] - Hon Hai remains Apple's most important assembly partner, securing a majority of the high-end model manufacturing share, with growth driven primarily by the iPhone 17 series [1] Group 2 - The iPad Pro with the M5 chip is expected to be launched as early as October, featuring enhanced processing power and a new upright selfie camera [1] - The MacBook Pro with the M5 chip may be delayed until early next year, while the MacBook Air with the M5 chip is planned for release in the first quarter of 2026 [1] - Vision Pro will receive updates with a new headband and faster processor, but a significant redesign is not expected until 2027 [2] Group 3 - The long-awaited AirTag 2 will feature a new wireless chip to enhance search range and positioning capabilities [3] - Apple is developing two external Mac displays, with at least one expected to launch by the end of this year or early next year [3] - The iPhone 17e is planned for release in the first half of next year, utilizing the same A19 chip as the iPhone 17 [3]

Core Viewpoint - Apple is set to hold its largest annual product launch event on September 10, introducing the next generation of iPhones, new smartwatches, and other accessories to strengthen its competitive position against rivals like Samsung, Google, Huawei, and Xiaomi [1][2]. iPhone Launch - The iPhone remains Apple's primary revenue driver, accounting for about half of its sales, and is crucial for its services ecosystem [2]. - Four new iPhone models will be launched: iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and iPhone 17 Air, with a significant design upgrade for the high-end models [2][4]. - The iPhone 17 Air will be notably thinner at approximately 5.5 mm, featuring a single rear camera and a focus on aesthetics over battery life [3]. - The iPhone 17 series will not include a mini version, shifting towards larger models after previous smaller versions underperformed in sales [2]. Apple Watch Updates - Apple will introduce the Apple Watch Series 11, Apple Watch Ultra 3, and a new Apple Watch SE, with the Ultra 3 featuring a larger screen and new S11 chip [6][7]. - The Apple Watch SE will be updated with a new display and faster chip, targeting younger consumers [8]. Health Features - Apple plans to launch a paid Health+ service next year, which will include an AI health assistant, addressing regulatory and engineering challenges faced in developing significant health features like blood pressure detection [9]. AirPods and Other Products - AirPods Pro 3 will be released soon, featuring heart rate monitoring and real-time translation capabilities [10]. - Upcoming products include AirTag 2, new iPad Pro with M5 chip, Vision Pro hardware updates, and a refreshed Apple TV with improved features [11].

Group 1 - The core focus of the upcoming Apple event on September 9 is the launch of the iPhone 17 series, particularly the iPhone 17 Air, which will replace the existing Plus model [1][2] - Analyst Wamsi Mohani from Bank of America expresses a cautious outlook regarding investor expectations for the iPhone 17 Air, suggesting that while design changes have historically driven upgrade cycles, current investor sentiment is more reserved [1] - Despite the cautious outlook, Mohani maintains a "buy" rating on Apple stock with a target price of $250 [1] Group 2 - The iPhone 17 series is expected to include the iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max [2] - Additional products anticipated for release at the event include the Apple Watch Series 11, Apple Watch Ultra 3, AirPods Pro 3, and AirTag 2 [2]

Core Points - Apple is expected to hold its 2025 Fall Product Launch on September 10, featuring a total of 11 new products, marking one of the most complex launch events in recent years [1] Group 1: iPhone 17 Series - The iPhone 17 series will be the highlight of the event, with four models being introduced, including the new ultra-thin iPhone 17 Air, which replaces the Plus model [2][3] - The iPhone 17 Air is designed to be extremely lightweight, with a thickness of only 5.5mm to 5.8mm, but compromises on battery capacity, featuring only a 2800mAh battery [8] - The iPhone 17 Pro series will see significant design changes, including a new back panel and improved antenna design for better connectivity [12][14] Group 2: AirPods Pro 3 - AirPods Pro 3 is expected to launch in the fall, featuring a new H3 chip for enhanced processing power and battery life, with listening time potentially exceeding 7 hours [18] - The new model will include health monitoring features, such as heart rate and temperature sensing, making it a more comprehensive health tool [18][20] Group 3: Apple Watch - The Apple Watch Ultra 3 will support satellite communication and 5G, featuring the new S11 chip and blood pressure monitoring capabilities [21][23] - A new health service called "Project Mulberry" will integrate data from Apple Watch and iPhone to provide personalized health recommendations [23] Group 4: Other Products - HomePod mini 2 is likely to be introduced, maintaining the design of the first generation but with upgraded processing capabilities and support for Wi-Fi 6E [26][28] - The new AirTag 2 will feature an ultra-wideband chip for improved precision finding capabilities, extending the range to 60 meters [29]

Core Viewpoint - Apple Inc is expected to release the iPhone 17 along with updates to other products such as Apple Watches, iPads, and Macs in September and October, which are key months for new product cycles [1][2]. Product Updates - **Apple TV 4K**: The last update was in 2022, and the new version is anticipated to feature the A17 Pro chip, marking the first update in three years [3]. - **HomePod mini**: Originally released in 2020, it is expected to receive an update with the S9 chip, enhancing its capabilities beyond just color and packaging changes [4]. - **AirTag 2**: A new version is expected to triple the range for item tracking and focus on privacy, with pricing speculation around the current $29 per tag [5]. Revenue Impact - The iPhone remains the most significant product for Apple, driving revenue growth, and the introduction of AI features may encourage users to upgrade to newer models [6]. - The mentioned products, while not the most expensive, could incentivize consumers to trade up due to the long intervals between updates and the introduction of enhanced features [7]. - Apple has seen strong growth in Services revenue, with new protection plans and updates to products potentially increasing monetization opportunities [8]. Stock Performance - Apple stock was down 0.30% to $230.89, with a year-to-date decline of 7.80% in 2025, within a 52-week trading range of $169.21 to $260.09 [8].

Group 1 - The core focus of the Apple Worldwide Developers Conference (WWDC) 2025 is the unification of naming conventions across all operating systems, transitioning from traditional version numbers to a year-based naming system, such as "iOS 26" and "macOS 26 Tahoe" [1] - A new design language inspired by visionOS is expected, featuring a "frosted glass" effect with rounded buttons and elements, as indicated by various media reports [3] - iPadOS is anticipated to receive significant updates, including enhanced multitasking capabilities and the potential introduction of a "desktop mode" similar to macOS, blurring the lines between tablets and computers [5] Group 2 - There is speculation about the potential release of hardware at WWDC, including a screen-equipped HomePod, which is seen as a highly anticipated smart home device [8] - A new version of the Apple Pencil is predicted to feature a "digital reed calligraphy pen" function, enhancing its utility for creative tasks [10] - Updates to the Mac Pro are also speculated, despite a recent update in October, with expectations of a possible reveal during the conference [12] - The long-awaited AirTag 2 is mentioned, with hopes for a mid-2025 launch, although the exact timing remains uncertain [14]