Core Viewpoint - Apple is set to hold its fall product launch event on September 10, introducing a range of new products including the iPhone 17 series, various Apple Watch models, iPad Pro, Vision Pro, Apple TV 4K, HomePod mini, AirTag, AirPods Pro, and Studio Display, with a focus on performance upgrades and design improvements [1][2] Product Launch Details - The event will feature 10 new products across multiple categories, including smartwatches, headphones, TVs, and displays, emphasizing performance upgrades and design enhancements [1] - Analysts predict that Apple may increase product prices, particularly for the iPhone 17, as the company has successfully navigated tariff threats in the past [1][2] Price Predictions - Jefferies analyst Edison Lee forecasts an average price increase of $50 for the iPhone 17 [2] - The current iPhone 16 series prices are $829 for the base model, $899 for the 16 Plus, $999 for the 16 Pro, and $1199 for the 16 Pro Max [2] Market Trends - Analysts note that while smartphone prices have not significantly increased, other consumer goods have seen price hikes due to tariffs, with gaming consoles from Sony, Microsoft, and Nintendo already raising prices [2][3] - Goldman Sachs analysts suggest that the potential for price increases could elevate the average selling price of Apple devices, as the product lineup shifts towards higher-end models [2] Product Strategy - Apple is expected to eliminate the underperforming Plus model in favor of a thinner device, which may compromise some camera features for a lighter design [3] - The new model is anticipated to be priced around $899, similar to the iPhone 16 Plus, but could see a slight increase [3] Pricing Adjustments - Apple has historically been cautious with hardware price adjustments, maintaining the price of smaller Pro models at $999 since 2017, while also increasing entry-level model prices over the years [3][4] - Analysts predict that Apple may implement a strategy of "hidden price increases" by removing entry-level models, compelling users to opt for higher storage versions at a higher price [4] Tariff Impact - Despite the potential for price changes, analysts believe that Apple's recent investments in the U.S. may shield the company from significant tariff impacts [5] - Apple's CEO Tim Cook has been praised for effectively managing the company's relationship with the White House, which has helped mitigate the worst effects of tariffs on Apple's business [5]

Core Viewpoint - Apple is expected to raise the prices of its upcoming iPhone 17 series, potentially due to rising costs and market trends, despite efforts to mitigate tariff impacts through a significant investment in U.S. manufacturing [3][10][12]. Group 1: Investment and Tariff Implications - Apple announced a commitment to invest $100 billion in U.S. manufacturing over the next four years, which helped the company secure exemptions from chip tariffs [3]. - Analysts suggest that while Apple may avoid some tariff impacts, the costs could still be passed on to consumers through price increases [3][10]. Group 2: Pricing Predictions for iPhone 17 - Analysts have already raised the average selling price of the iPhone 17 by $50, with expectations for four models: iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and iPhone 17 Air [4][5]. - The iPhone 17 Air is anticipated to replace the iPhone 16 Plus, potentially sacrificing some features for a lighter design, with a price around $899 [6][7]. Group 3: Historical Pricing Trends - Apple's pricing strategy has been cautious, maintaining the Pro model's price at $999 since its launch in 2017, but has made adjustments in the past [8]. - The entry-level iPhone price increased from $699 to $829 in 2020, and the Pro Max price rose from $1099 to $1199 in 2023 [8]. Group 4: Market Dynamics and Consumer Behavior - The global average smartphone price is rising, driven by increasing costs of core components like camera modules and chips [10]. - Analysts predict that Apple may employ a strategy of removing lower-spec versions to encourage consumers to purchase higher-capacity models, effectively raising prices without directly attributing it to tariffs [12].

Core Viewpoint - Apple CEO Tim Cook has effectively managed the company's relationship with the White House, particularly in navigating tariff threats, but potential price increases for new iPhones may arise due to these tariffs [2][3][4]. Group 1: Company Actions and Investments - Tim Cook announced a total planned investment of $600 billion in the U.S. over the next five years, which includes a $100 billion investment aimed at bolstering American manufacturing [2][3]. - Apple is preparing to release four new iPhone models, likely named the "iPhone 17" series, following the previous year's release of the iPhone 16 models [7]. Group 2: Market Reactions and Predictions - Analysts are forecasting a potential price increase for the new iPhone models, with some estimates suggesting an average selling price increase of $50 for the iPhone 17 [6]. - Goldman Sachs analysts noted that the average selling price of Apple's devices could rise over time, as the company's product mix has been shifting towards more expensive models [6]. Group 3: Competitive Landscape - The new slimmer iPhone model is expected to be priced around $899, similar to the iPhone 16 Plus, but may face competition from Samsung's Galaxy Edge, which debuted at $1,099 [8]. - Other consumer products have already seen price increases due to tariffs, indicating a broader trend that could affect Apple's pricing strategy [5].