来源：环球网 【环球网科技综合报道】8月27日消息，据外媒9To5Mac报道，随着发布会日期的临近，一系列关于新 品和旧品去留的消息也甚嚣尘上。据悉，此次发布会后，苹果将有七款产品停产，一场产品线的"大换 血"即将上演。 除了iPhone，苹果的其他产品也有变动。Apple Watch Series 10和Apple Watch Ultra 2预计也将停产。苹 果向来会更新其Series系列手表，此次更新也在情理之中。而AirPods Pro 2的命运则有些悬念，虽然它 有可能停产，但如果AirPods Pro 3价格较高，它也可能以相同或更低的价格继续销售。（旺旺） 9To5Mac方面指出，此次将有四款iPhone告别市场。iPhone 15和iPhone 15 Plus在iPhone 17系列登场后， 大概率会从苹果商店下架。虽然其他零售商可能还会继续销售，但苹果自家门店或将不再有它们的身 影。 而iPhone 16 Pro和iPhone 16 Pro Max也将让出"宝座"，被iPhone 17 Pro和iPhone 17 Pro Max取代。与以往 对旧款旗舰降价销售不同，苹果这次选择直接停售，足见其 ...

Core Insights - Apple is expected to release the Apple Watch SE 3 next month, marking the first update since 2022 [1] - The health features of the Apple Watch SE have historically been less advanced compared to the flagship models, lacking features like blood oxygen monitoring [1] - If new health features are introduced in Series 11 and Ultra 3, they are unlikely to be included in the Apple Watch SE 3 [1] Health Features - The Apple Watch SE supports core health functionalities such as heart rate tracking, sleep tracking, and respiratory rate tracking [1] - There is a possibility that Apple will add sleep apnea detection to the SE 3, a feature currently available only in Series 9, Series 10, and Ultra 2 [1] - Apple may upgrade the optical heart rate sensor to the third generation, as the current Apple Watch SE uses the second generation sensor [1]

Group 1 - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in the market [2] - Masayoshi Son's wealth increased by $9 billion in the first two weeks of August, driven by investments in AI, leading to a historic high for SoftBank's stock [4] - Nvidia participated in a $500 million funding round for AI startup Cohere, which is now valued at $6.8 billion, up from $5.5 billion a year ago [6] Group 2 - Recent 13F reports from institutional investors provide insights into Wall Street's investment trends, with notable movements from firms like Bridgewater and Berkshire Hathaway [6] - Berkshire Hathaway reduced its stake in Apple (AAPL.US) and initiated a position in UnitedHealth (UNH.US), while Bridgewater increased its holdings in tech giants and exited some Chinese stocks [6] - Ark Invest increased its positions in chip stocks and initiated a position in Circle (CRCL.US), while also showing mixed actions on AI application software stocks [6][7] Group 3 - Nvidia's stock has doubled in value since the beginning of the year, solidifying its position as the largest publicly traded company by market capitalization [7]

Core Viewpoint - Apple is set to introduce a blood oxygen measurement feature for certain Apple Watch models following approval from the US government, amidst ongoing legal disputes with Masimo over pulse oximetry technology [1][2]. Group 1: Legal Context - Masimo has accused Apple of hiring its employees and stealing its pulse oximetry technology after discussions for potential collaboration [2][5]. - The US International Trade Commission (ITC) ruled in favor of Masimo, blocking imports of Apple watches with the blood oxygen feature, which led Apple to remove the feature and initiate a lengthy appeals process [3][7]. - Apple temporarily resumed sales of the affected watches after persuading the Federal Circuit to pause the import ban, but the ban was reinstated the following month [8]. Group 2: Product Features and Updates - The software update will allow users of Apple Watch Series 9, Series 10, and Apple Watch Ultra 2 in the US to view their blood oxygen levels on a paired iPhone [1]. - Users can initiate a session in the blood oxygen app on their Apple Watch, which will collect data to be processed by the iPhone for display [4]. - Apple first introduced pulse oximetry in its Series 6 Apple Watches in 2020, while Masimo launched its own blood oxygen tracking watch in 2022 [4].

Group 1 - Luxshare Precision is planning to issue H-shares in Hong Kong to enhance its global strategy and financing capabilities [1] - The company aims to maintain its status as a leader in the Apple supply chain, with over 50% growth in its Apple business over the past two years [1] - Luxshare's revenue for 2024 is projected at 268.8 billion yuan, a year-on-year increase of 15.91%, with a net profit of 13.4 billion yuan, up 22.03% [3] Group 2 - The company has made strategic acquisitions to enhance its product line, including the acquisition of Wistron Technology's ODM business and Leoni AG for 4.1 billion yuan [2] - Luxshare is diversifying its business into the automotive sector, aiming to become one of the top ten Tier 1 suppliers globally [1][2] - Other major players in the Apple supply chain, such as Lens Technology and GoerTek, are also pursuing IPOs in Hong Kong to optimize capital structure and enhance competitiveness [3]

Core Insights - Apple's Q2 FY2025 earnings report shows resilience in a challenging global consumer electronics market, with revenue of $95.4 billion, a 5% year-over-year increase, and a net profit of $24.78 billion, up 4.84% [1] - The report highlights Apple's growth strategy centered around a "high-end product matrix + service ecosystem" [1] - Despite strong performance, Apple anticipates low to mid-single-digit revenue growth for Q3 FY2025 due to tariff impacts, with projected gross margins between 45.5% and 46.5%, below analyst expectations [1] Revenue Breakdown - Revenue from Greater China was $16.002 billion, a decline of 2.26%, ending three consecutive quarters of growth; North America revenue was $40.315 billion, up 8.16% [2] - iPhone revenue reached $46.8 billion, a 2% increase, with a global market share of 19%, leading the market [4][3] - Service revenue grew by 12% to $26.6 billion, accounting for 28% of total revenue, with over 1 billion paid subscribers [5] Product Performance - iPhone maintained a 72% market share in the global high-end smartphone market (priced over $600) [4] - Mac revenue was $7.95 billion, up 7%, driven by M3 chip products; iPad revenue reached $6.4 billion, a 15% increase, marking the highest growth since 2022 [4] - Wearable devices and accessories saw a slight decline, with revenue of $7.5 billion, down 5% [4] Market Challenges - iPhone shipments declined by 8% year-over-year to 9.2 million units, with a market share of 13% in China, ranking fifth due to competition from local brands like Huawei and Xiaomi [2] - The global smartphone replacement cycle has extended to 42 months, impacting new user growth despite 68% of iPhone 15 series users being upgrades [7] Consumer Trends - Z Generation consumers are increasingly focused on "value consumption," with 43% prioritizing price-performance balance when purchasing electronics [8] - The shift in consumer behavior towards practicality and cost-effectiveness poses challenges for Apple's premium pricing strategy [8] Strategic Insights - Apple's strategy of high-end hardware and a robust service ecosystem demonstrates a business model that can withstand market fluctuations [9] - The company is shifting iPhone production to India to mitigate tariff pressures, with expectations to increase production capacity in the region [4] - The focus on technology innovation, ecosystem development, and localized strategies is essential for maintaining competitive advantage in a complex market environment [9]

Core Viewpoint - The article discusses the evolution and impact of USB-C technology, highlighting its potential to simplify connectivity and reduce electronic waste, while also addressing the challenges and limitations that have emerged since its introduction [1][2][3]. Group 1: USB-C Adoption and Benefits - USB-C has the potential to replace various older connection types, streamlining the number of cables needed for different devices [1]. - The adoption of USB-C has improved efficiency in daily tasks, making connections easier and faster compared to previous standards like Micro-USB [2]. - The European Union's regulations have prompted major companies like Apple to transition to USB-C, indicating a shift towards a more sustainable technology ecosystem [3]. Group 2: Challenges and Limitations - Despite its advantages, USB-C has not fully realized its potential, with multiple versions of the standard leading to confusion and inconsistency in functionality [2]. - The proliferation of USB-C cables has resulted in an excess of low-quality cables, contributing to clutter and waste rather than reducing it [3]. - The article suggests a future where fewer high-quality USB-C cables are needed, emphasizing the importance of investing in durable options to avoid obsolescence [4].