2026 年苹果开年就甩出 AirTag 2，紧接着 iPhone Fold 的爆料一波接一波，Mac、iPad、手表全线大更新，甚至连家庭中控、安防摄像头都要亲自下场这密度 堪称苹果史上最卷一年。 苹果向来是挤牙膏式更新，今年突然开启狂轰滥炸模式，明眼人都能看出来：这是在为明年 iPhone 20 周年铺路，顺便给下一个 10 年试水温呢！ 2026 年的 Mac 系列堪称全面开花，上半年 M5 芯片的 MacBook Air/Pro、Mac Studio 按部就班更新，性能、能效、AI 能力常规升级，虽然不算炸裂，但也 符合苹果稳步迭代的风格。真正的重头戏在下半年，苹果居然在 Mac 上搞了三件反常操作，直接把行业卷到新高度。 首先是平价款 MacBook 复活！这款传闻已久的入门级笔记本，终于要在 2026 年落地了。和之前定位尴尬的廉价 Mac 不同，这次苹果直接用 A 系列芯片打 底，走 iPad 的芯片路线，目标很明确：学生党、轻办公用户，以及对性能没极致要求，但看重系统流畅度和续航的人群。这波操作堪称降维打击，要知道 MacBook 之前的入门价一直很高，不少想入坑的用户都被价格劝退，这款平价 ...

Fitz-Gerald Group CIO Keith Fitz-Gerald shared his optimism about Apple‘s (NASDAQ:AAPL) potential in the field of artificial intelligence (AI). He also hinted at a ” very impressive” release from the tech giant this spring.Fitz-Gerald, in a conversation with host Stuart Varney on Fox Business on Monday, pointed out Apple’s strong market presence, high margins, and cash flow, and predicted a major product launch in the spring, akin to the iPhone’s revolutionary form factor change. “It reminds me of the lead- ...

Core Viewpoint - Apple plans to significantly expand its iPhone product line over the next two years, introducing at least seven new models by fall 2027, including its first foldable iPhone and a 20th-anniversary edition [1][4]. Product Line Expansion - The core new product is the foldable iPhone, expected to launch in fall 2026, featuring a width greater than its height when opened, resembling a small iPad [1]. - Following the foldable iPhone, Apple will release a 20th-anniversary edition in fall 2027, featuring a curved glass design and a true edge-to-edge display [1][9]. - Apple is also set to release the iPhone 18 Pro series in fall 2026, which will incorporate under-display Face ID technology and new camera features [6]. Market Strategy - The expansion of the iPhone lineup is part of Apple's strategy to rejuvenate its most important business segment, which has seen stagnant growth due to extended consumer upgrade cycles [1][7]. - Apple aims to cover a broader range of consumer budgets by introducing innovative products like the foldable iPhone and more affordable models [7]. Manufacturing and Development - The foldable iPhone is being developed with complex multi-layer display materials, and production is currently facing a high defect rate, which is considered normal at this stage [4][5]. - Apple plans to manufacture the iPhone 18 in India before moving production to China, marking a significant shift in its manufacturing strategy [8]. Additional Product Developments - Apple is also working on a second-generation iPhone Air, which has been delayed to spring 2027 due to redesign efforts aimed at improving its market appeal [10][11]. - Other product lines, including new versions of AirTag, Apple Studio Display, and various Mac and iPad models, are also in development, with some expected to launch in 2026 [12][13].

Core Viewpoint - Apple plans to launch at least seven new iPhone models by the fall of 2027, marking a significant expansion in its smartphone lineup, including its first foldable iPhone expected in fall 2026 [1][3]. Product Expansion Strategy - The foldable iPhone, codenamed V68, will feature a 7.7-inch inner display and a 5.3-inch outer display, aiming to be the first truly crease-free foldable smartphone [3][4]. - The iPhone 20, set to celebrate the 20th anniversary of the iPhone, will feature a full-screen design with no bezels, expected to launch in fall 2027 [1][13]. - Apple is also introducing the iPhone 17e, a budget model, in spring 2026, which will support wireless charging and feature the latest self-developed modem [8][9]. Technological Innovations - The iPhone 18 Pro series will incorporate under-display Face ID technology, eliminating the black oval area on the screen [6][10]. - The foldable iPhone will utilize advanced materials and a complex hinge design to achieve a high-quality display with minimal defects [3][4]. - New camera features will include a mechanical aperture for better light control, enhancing low-light photography capabilities [7]. Manufacturing and Production Plans - Apple plans to shift some production to India, starting with the iPhone 18, which will be produced in Bangalore before moving to China [11][12]. - The second-generation iPhone Air has been delayed to spring 2027 due to poor sales of the first generation, prompting a redesign to enhance its appeal [14]. Broader Product Development - Apple is developing a range of new products, including the next-generation AirTag, Apple Studio Display, and various MacBook models, with some expected to launch in early 2026 [16][17].

Core Insights - Apple is planning the largest expansion of its iPhone product line in history, increasing the number of models from five to at least seven over the next two years, including a foldable iPhone and a four-curved iPhone design [1][29] Group 1: Foldable iPhone (V68) - The first foldable iPhone, codenamed V68, is expected to launch in the fall of 2026, featuring a horizontal fold design that resembles an iPad when opened [3][5] - The external screen of the V68 will be approximately 5.3 inches, which is smaller than the iPhone mini, potentially limiting its practicality in the folded state [5] - The device will have a front camera embedded in the screen's upper left corner and will likely use side fingerprint unlocking instead of Face ID [5][7] Group 2: iPhone 20 (V72) - In 2027, Apple plans to release a commemorative iPhone for the 20th anniversary, featuring a unique all-glass design that eliminates the black screen border [10][12] - The phone's frame will be reduced to a narrow metal strip, and the front camera and Face ID components will be placed under the screen, achieving a "true full-screen design" [12] Group 3: iPhone 18 Series - The iPhone 18 series will focus on incremental upgrades, with the Pro models (V63 and V64) featuring Face ID sensors hidden under the display, eliminating the notch [14][16] - The Pro series will also include a new camera structure to control light intake and utilize advanced camera sensors for better low-light performance [17] - The iPhone 18 is set to be released in spring 2027, later than the Pro models, and will remove tactile feedback from the camera button to reduce costs [21] Group 4: iPhone Air 2 - The iPhone Air 2, originally planned for release alongside the Pro and foldable models, has been postponed to spring 2027 due to poor market performance of the first generation [19] - The redesign aims to include a second camera and lower retail prices to address initial product shortcomings [19] Group 5: Upcoming Products and Market Strategy - Apple is set to introduce over ten new products, including the iPhone 17e in spring 2024, which will feature previously missing popular functions [24][26] - The company anticipates a strong financial performance for the last quarter of the year, driven primarily by iPhone sales, despite facing challenges from AI advancements and competition from domestic brands [29][32] - The simultaneous development of multiple new products indicates significant R&D and supply chain coordination challenges, reflecting Apple's balancing act between innovation and market demands [34]

Core Insights - Apple is expected to launch a series of new products in October, including the M5 iPad Pro, ahead of the overseas shopping season [3][5][64] - The M5 iPad Pro will feature incremental upgrades over its predecessor, with improvements in CPU and GPU performance, but will not represent a significant redesign [10][13][19] - A new entry-level MacBook is anticipated, utilizing the A18 Pro chip, which is positioned as a budget-friendly option for consumers [24][27][35] Product Launches - The M5 iPad Pro will maintain a similar design to the M4 version, with a 9-core CPU and a GPU performance increase of approximately 34% [10][13][18] - Other products expected to be announced include the A18 Pro/A19 Pro entry-level MacBook, M5 Vision Pro, AirTag 2, Apple TV 4K, and HomePod mini [8][24][49][55] - The new MacBook is likely to be priced around $699, making it an attractive option for new professionals [35][37] Performance Enhancements - The M5 iPad Pro's CPU shows a single-core score of 4133 and a multi-core score of 15437, reflecting a 10% and 16% improvement over the M4, respectively [13] - The M5 iPad Pro is expected to have a 10% improvement in energy efficiency and enhanced AI capabilities [18] - The new Apple TV 4K will upgrade to the A17 Pro chip, enhancing its gaming capabilities [55][58] Market Positioning - The M5 iPad Pro aims to redefine the iPad's market image, addressing declining sales despite its powerful specifications [66] - The entry-level MacBook is expected to gain popularity due to its competitive pricing and performance, potentially becoming a first MacBook for many consumers [67][68] - Apple's strategy appears to focus on enhancing the value proposition of its products in the face of market challenges [64][66]

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]