资料显示，自 2022 年 iPhone 14 Pro 新增 Dynamic Island 接口，以及 2023 年 iPhone 11 从 Lightning 接口 换成 USB-C 接口以来，苹果的旗舰手机变化大多微妙。芯片速度越来越快，摄像头性能也越来越好， 但自2017 年 iPhone X以来，苹果还没有像 iPhone X 那样对其手机进行过翻天覆地的革新。 iPhone 17 去年的 iPhone 16 Pro 将屏幕尺寸从 6.1 英寸和 6.7 英寸提升至 6.3 英寸和 6.9 英寸。据称，今年的 iPhone 17 将配备 6.3 英寸屏幕，并配备高刷新率 ProMotion 面板，但 iPhone Plus 预计将停产。 iPhone Air 来源：环球网 【环球网科技综合报道】9月6日消息，据arstechnica报道，苹果将于9月9日举办秋季新品发布会。综合 多家权威渠道与零部件供应链信息，新一代 iPhone、Apple Watch 及智能家居配件的升级细节已浮出水 面：外观微调、屏幕高刷下放、影像传感器全面 4800 万像素化，以及一款替代 Plus 定位的"iPhone Ai ...

不止iPhone 燃起来了！ 今日凌晨，苹果终于官宣北京时间 9 月 10 日凌晨 1 点举行 iPhone 17 发布会，中文 slogan 为「前方超燃」。 这次发布会将带来品类非常丰富的新产品，除了手机，预计 AirPods、Apple Watch 以及 Apple TV 等多款新品都会发布。 省流版： 接棒 iPhone 16 Plus 的全新机型 iPhone 17 Air 将独占一个新颜色「天蓝色」，和今年发布的 M4 MacBook Air 同款，是色阶上最浅的的蓝色，大部 分时间看起来都有点像银灰色。 邀请函，全是剧透 按照惯例，先看看这次的邀请函：一个神似热成像画面的苹果，橙色和蓝色的光泽在上面流淌。 iPhone 17 迎来高刷屏 iPhone 17 Air 机身厚度 5.5 毫米 iPhone 17 Pro 上均热板 + 八倍长焦 Apple Watch Ultra 3 屏幕更大 AirPods Pro 3 能测心率了 Apple TV 4K 能打 3A 游戏了 （一个小彩蛋：在苹果官网用手指或者鼠标点击这个大苹果 Logo，会有一些新发现。） 结合此前的爆料，这个邀请函很可能在暗示 i ...

Core Points - Apple has officially announced the iPhone 17 launch event scheduled for September 10, 2023, at 1 AM Beijing time, with the slogan "Super Exciting" [1] - The event is expected to unveil a variety of new products, including the iPhone 17, AirPods, Apple Watch, and Apple TV [2] Group 1: iPhone 17 Series Highlights - The iPhone 17 series will feature a high refresh rate display, with the iPhone 17 Air being the thinnest iPhone ever at 5.5 mm [3][15] - The iPhone 17 Pro will include a heat dissipation system with a vapor chamber and an 8x optical zoom lens [10][37] - New color options for the iPhone 17 series include "Orange," "Deep Blue," and "Sky Blue" for the iPhone 17 Air [5][8] Group 2: iPhone 17 Specifications - The iPhone 17 will have a variable refresh rate LTPO display, likely supporting up to 90Hz, and will feature a new A19 processor built on TSMC's 3nm process [27][31] - The standard iPhone 17 will see an increase in screen size from 6.1 inches to 6.3 inches, and the front camera will upgrade from 12MP to 24MP [30][32] - The iPhone 17 Air will support eSIM only, eliminating the physical SIM card slot [18] Group 3: Pricing and Market Position - The pricing for the iPhone 17 series is expected to remain stable, with the iPhone 17 starting at $799, while the Pro models may see a $50 increase [44][45] - The iPhone 17 Air is positioned between the standard and Pro models, potentially attracting a different segment of consumers [19][24] Group 4: Other Product Launches - The Apple Watch series will see updates, including the S11 chip and the new Ultra 3 model with a larger screen [51][54] - AirPods Pro 3 will feature a heart rate sensor and a redesigned charging case [57][58] - Apple TV 4K is expected to be upgraded with the A17 Pro chip, enhancing its gaming capabilities [61][62] Group 5: Future Outlook - The launch of the iPhone 17 Air marks a shift towards a more diversified iPhone lineup, with potential future releases including foldable iPhones and smart glasses [69][70] - Apple's upcoming product strategy will focus on integrating various categories, including home devices and wearables, while maintaining the iPhone as the central product [71]

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].

Core Insights - Apple has inadvertently leaked information about seven upcoming products, indicating a shift in its marketing strategy towards pre-release hype [2][44] - The leaks suggest that Apple is focusing on performance upgrades across its product lines, particularly in relation to AI capabilities [45][48] Product Summaries - **iPad mini**: The next-generation iPad mini, expected to be released next year, will feature the A19 Pro chip, which may lack one GPU core compared to the iPhone 17 Pro [5][8][11] - **Entry-level iPad**: This model will upgrade to the A18 processor, likely launching in spring next year, enhancing its AI capabilities [11][15][17] - **Apple Watch Series**: The upcoming Apple Watch models will see minor performance improvements, maintaining the same chip architecture as previous versions [18][19][20] - **Studio Display 2**: Expected to launch early next year, this display will feature the A19 Pro chip, potentially introducing new functionalities [25][28] - **Apple TV 4K**: Anticipated to be released next month, it will upgrade to the A17 Pro chip, enhancing its gaming capabilities [30][33] - **HomePod mini**: Set to be released this year, it will upgrade to a chip similar to the latest Apple Watch, improving its processing capabilities [35][38] - **Apple Vision Pro**: This device will receive a minor update with the M5 chip, expected to launch in mid-next year [39][41]

Apple 智能 席卷苹果 iPhone 17 Pro 前脚才被路人拍到，根据 Mac Rumors 报道，本周苹果又不小心在软件代码里泄露了一系列新机情报。 足足 7 款未官宣的苹果新品就这样公之于众，属于是将保密工作做成预热活动了。 省流版： 其中不乏 iPad mini、Apple Watch 这些明星产品，还有一些新品，甚至可能将在下月的「科技春晚」，与 iPhone 17 系列一起亮相。 iPad mini ：搭载 A19 Pro 处理器，最早明年发布 iPad 入门款：A18 处理器，有望明年春季发布 iPad mini：旗舰芯片，明年发布？ 下一代 iPad mini 更新，或许不需要我们再等待三年之久。根据泄露代码，代号为 J510/J511 的第八代 iPad mini，将搭载 iPhone 17 系列同款的 A19 Pro 芯 片。 根据目前在售的 iPad mini（A17 Pro），这款新 iPad mini 上的 A19 Pro 处理器对比 iPhone 17 Pro 很可能会缺少一个 GPU 核心，有传言称这种「减配版」 A19 Pro 也将用于今年全新的 iPhone 17 Ai ...

最近两天苹果的新闻有点多，又是 iPhone 将首次采用三星图像传感器，又是第二代自研基带 C2 将引入 MacBook 产品线。但很多人可能忽略了另一个新闻 的重要性。 据海外科技媒体 MacRumors 援引消息人士报道，「最强电视盒子」 Apple TV 4K 将于年内推出新款，不仅售价更低，而且还会搭载苹果首款自研 Wi- Fi/Bluetooth 芯片（代号「Proxima（比邻星）」），取代了此前一直使用的博通方案。 但随着 MacBook 产品线全部迁移到 M 系列芯片，苹果已经实现了算力平台的大一统——全部产品均搭载 Apple Silicon，同时苹果也开始继续深入 SoC 内 外，除了 U 系列超宽带芯片、T 系列安全芯片，还在 Vision Pro 上带来了 R1 实时传感器协处理器，在 iPhone 16e 上率先采用 C1 基带芯片。Wi-Fi/Bluetooth 芯片，也是苹果自研芯片注定绕不开的一环。 事实上，新款 Apple TV 4K 还未必能首发用上「比邻星」。根据今年初彭博社以及郭明錤等分析师的调查，即将于今年秋季发布的 iPhone 17 系列将全系用 上这款 Wi-F ...

据介绍，新款 Apple TV 4K 预计将搭载比 A15 Bionic 更强大的芯片，例如 A17 Pro 或 A18 芯片。这将 显著提升设备的处理能力，使其能够更流畅地运行复杂的 Apple Intelligence 功能和高质量的图形游戏。 此外，新款设备还将支持最新的 Wi-Fi 7 技术，从而大幅提升网络连接速度和稳定性。苹果还将首次在 新款 Apple TV 4K 中采用自主设计的蓝牙和 Wi-Fi 芯片，这将优化智能家居设备之间的协同工作，加快 数据同步速度。 据苹果分析师郭明錤预测，新款 Apple TV 4K 的价格可能会下调，以提升该设备在市场中的竞争力。目 前，2022 款 Apple TV 4K 的起售价为 129 美元（约合 926.4 元人民币），若降价策略得以实施，将吸引 更多消费者。 来源：环球网 【环球网科技综合报道】8月6日消息，据可靠消息人士向macrumors 透露，苹果公司计划于 2025 年晚 些时候发布新款 Apple TV 4K，以取代目前的 2022 款机型。新款 Apple TV 4K 将带来多项硬件升级， 包括搭载更先进的芯片、支持 Wi-Fi 7 以及 ...

Core Insights - Roku's Devices segment is primarily a strategic tool for user base growth rather than a profit center, facing ongoing financial challenges with losses and margin pressure [1][4][9] - The company is prioritizing the expansion of its streaming footprint over short-term profitability in the Devices segment [1][4] Revenue and Financial Performance - For Q2 2025, Roku anticipates a 10% year-over-year decline in Devices revenues, with negative margins continuing [2][9] - The Zacks Consensus Estimate for Q2 2025 Devices revenues is $124.42 million, with a projected gross loss of $14.06 million [2] - In Q1 2025, Devices revenues increased by 11% year-over-year to $140 million, representing 13.7% of total revenues, but the segment incurred a gross loss of $19 million and a negative margin of 14% [4] Competitive Landscape - Roku faces competition from Amazon and Apple, with Amazon's Fire TV devices focusing on affordability and integration with Alexa, while Apple's premium Apple TV 4K targets high-performance users within its ecosystem [5][6] Product Development and Engagement - Roku has launched a refreshed device lineup, including upgraded TVs with enhanced picture and sound quality, faster app launches, and new technologies like QLED and Mini-LED [3][9] Stock Performance and Valuation - Roku shares have increased by 10.3% over the past three months, underperforming the Zacks Consumer Discretionary sector's growth of 10.6% but outperforming the Zacks Broadcast Radio and Television industry's return of 22% [7] - The current Price/Cash Flow ratio for Roku is 36.19X, compared to the industry's 32.97X, indicating a lower valuation score [11] Earnings Estimates - The Zacks Consensus Estimate for Q2 2025 loss is 15 cents per share, reflecting a 37.5% year-over-year growth, while the estimate for the full year 2025 loss is 17 cents per share, indicating an 80.9% year-over-year growth [13]