编辑丨 新智元 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区： 具身智能之心知识星球（戳我） ，这里包含所有你想要的! 【导读】 2024年以来，从苹果Vision Pro将「空间计算」推向巅峰，到Peloton Guide、Nex Playground等「AI摄像头」硬件开始在小规模市场 中验证可行性，风口已然初现。 一个共识正在全球科技行业悄然形成：AI驱动的体感交互是下一个浪潮。 但一个根本性的矛盾也随之暴露：前者价格高昂，动辄数千美元，将普罗大众拒之门外；后者虽然价格稍低，却仍需用户购买专属的硬件盒子，本质上 没有摆脱「外设」的束缚。 市场在呼唤一个更轻、更普惠的解决方案。 当我们回归真实的居家娱乐场景时，会发现用户体验是极度「割裂」的。 要么是花重金买来的游戏主机，在短暂的新鲜感过后，最终难逃在角落里「吃灰」的命运；要么是面对主机里那些同质化严重、缺乏实时反馈的游戏内 容。 这是一个消费者极度渴望互动，却被高昂硬件和贫瘠内容双重束缚的市场。 在此背景下，一家名为「飞拓星驰」（下文简称「FitX」）的中国 ...

Core Insights - AppleCare+ is a subscription service aimed at mitigating the high repair costs associated with Apple devices, despite the decreasing prices of Apple products [1][3] - The article discusses personal experiences with AppleCare+, ultimately recommending its purchase while noting that the actual benefits may not align with Apple's marketing claims [1][3] Summary by Sections AppleCare+ Service Highlights - AppleCare+ offers insurance-like coverage for device repairs, which is increasingly necessary given the rising repair costs for Apple products [10] - The service is compared to traditional insurance products, such as car damage insurance, which also aim to spread financial risk [10] Personal Experiences - Experience 1: A user regretted not purchasing AppleCare+ after facing a repair cost of 3448 yuan for a damaged Face ID on an iPhone 12, which was nearly equivalent to the device's second-hand value [3] - Experience 2: After purchasing AppleCare+ for an iPhone 14, the user did not utilize the service despite experiencing issues, indicating that the service may not always be necessary [4] - Experience 3: The user decided to purchase AppleCare+ again when upgrading to a new iPhone, highlighting the ease of the trade-in process and the option to cancel unused AppleCare+ [6][9] Recommendations on AppleCare+ Purchase - For users who prefer using devices without cases, purchasing AppleCare+ is advisable, although using screen protectors is also recommended to maintain device condition [10][11] - Users expecting to replace batteries for free through AppleCare+ may find it less beneficial, as battery health often remains above the threshold for replacement during the service period [11] - For users with high usage or those prone to accidents, AppleCare+ is recommended, but repairs typically require sending devices back to Apple, which may not be convenient [12] - Users in areas without Apple retail stores are advised against purchasing AppleCare+, as authorized service providers may not offer the same quality of service [14] Additional Insights - Users are encouraged to compare trade-in values from Apple with those from third-party platforms to ensure they receive the best deal when upgrading devices [15] - The article concludes with a summary of experiences and insights regarding the value of AppleCare+, suggesting it can be beneficial under certain circumstances [15]

Core Insights - The second-hand smartphone market in mature regions like Europe, the US, and Japan is expected to show flat performance in the first half of 2025, with an average year-on-year growth of about 1% [1] - In contrast, emerging markets such as Africa, India, Southeast Asia, China, and Latin America are projected to remain active, with an average year-on-year growth of approximately 4%, significantly higher than the global average [1] Group 1: Africa Market Insights - The African second-hand smartphone market is anticipated to grow by 6% year-on-year in the first half of 2025, making it the fastest-growing region globally [5] - Factors driving growth include the increasing number of authorized retailers absorbing sales from informal channels and government-led initiatives like "Bridge by Digital Africa" that support local refurbishment ecosystems [5] - The popularity of imported second-hand iPhones is attributed to economic pressures and consumer perceptions of reliability and longevity compared to local new devices [5] Group 2: India Market Insights - The Indian second-hand smartphone market is expected to grow by 5% year-on-year in the first half of 2025, led by Apple [6] - Authorized retailers are accelerating online and offline recycling programs, positioning refurbished high-end models as reliable and cost-effective alternatives [6] - The market demand is shifting towards newer models due to retailer-driven trade-in programs and extended warranty services [6] Group 3: Southeast Asia Market Insights - The Southeast Asian second-hand smartphone market is projected to grow by 5% year-on-year, supported by a large informal channel system and stable inflow of second-hand devices and components from China [9] - C2C transactions driven by online platforms are becoming a significant growth engine for the second-hand market, fueled by improved consumer trust and supply chain enhancements [9] - Apple is leading the market with a 15% year-on-year growth, primarily due to the popularity of iPhone 12 and 13 models [10] Group 4: Mature Markets Insights - Mature markets like the US, Europe, and Japan are experiencing stable performance, with supply constraints and declining exports to emerging markets affecting sales [11] - In the US, market sentiment is volatile, with retailers and OEMs stockpiling components to mitigate potential policy changes [11] - In Japan, the recognition of officially certified second-hand smartphones is increasing, supported by government initiatives promoting transparent pricing [11]

Core Viewpoint - The article discusses a new scheme by second-hand phone sellers targeting young children, using deceptive tactics to lure them into purchasing phones with the promise of gifts and low prices [1][14][75]. Group 1: Scheme Description - The scheme involves a character named "Guoguo Sister" who creates videos enticing children to request phones from her, promising gifts in return for likes and follows [9][10][21]. - The videos utilize bright colors and misleading titles to attract young viewers, capitalizing on children's strong perception of colors [15][18][19]. - "Guoguo Sister" operates multiple accounts with similar content, aiming to reach a wide audience of children [25]. Group 2: Pricing and Product Quality - The pricing strategy includes misleading offers such as "200 yuan for an iPhone 14," which later changes to lower models over time [26][75]. - The actual products sold are often of poor quality, with significant markups compared to legitimate second-hand platforms [63][78]. - For example, an iPhone Xs Max was sold for 1150 yuan, despite its actual market value being significantly lower [40][63]. Group 3: Consumer Experience - Customers, particularly children, often end up disappointed with the quality of the products received, which may include defective items and subpar accessories [56][60]. - The seller's customer service is inadequate, often deflecting responsibility for product issues and offering minimal solutions [69][71]. Group 4: Ethical Concerns - The article raises ethical concerns about targeting vulnerable children with deceptive marketing practices, likening it to historical scams in electronics markets [78][81]. - It emphasizes the need for parents to guide their children towards legitimate purchasing channels to avoid such scams [84][85].

Market Trends - The price of iPhones in Ethereum has generally decreased over the years, indicating a shift in the relative value of ETH compared to iPhones [1] - From iPhone 6s to iPhone 17, the price dropped significantly from 876.4 ETH to 0.18 ETH [1] Cryptocurrency & Technology Valuation - The price of iPhone 7 was 51.83 ETH, while the price of iPhone 8 dropped significantly to 2.65 ETH [1] - The price of iPhone X was 3.27 ETH, and the price of iPhone XS was 4.45 ETH [1] - The price of iPhone 13 was 0.25 ETH, the price of iPhone 14 was 0.51 ETH, the price of iPhone 15 was 0.50 ETH, the price of iPhone 16 was 0.34 ETH, and the price of iPhone 17 was 0.18 ETH [1]

Core Viewpoint - The upcoming iPhone 17 is expected to break the record for the longest sales period of a flagship iPhone model, surpassing the previous record held by the iPhone 4, which lasted approximately 15.7 months [4][5][8]. Summary by Sections iPhone 17 Release and Sales Record - iPhone 17 is anticipated to be released in September 2025 and is projected to be sold for about 18 months until the iPhone 18 is expected to launch in Spring 2027 [6][8]. - The current record for the longest sales duration is held by the iPhone 4, which was sold for approximately 15.7 months from June 2010 to October 2011 [5][6]. Historical Context of iPhone Sales Durations - No iPhone has surpassed the 15-month sales duration since the iPhone 4, with the closest being the iPhone 11 Pro, which lasted about 13.1 months [5][6]. - The iPhone 12's release was delayed due to the pandemic, resulting in a shorter sales cycle of only 11 months before the iPhone 13 was launched [9]. Comparison of Sales Durations - A table comparing various iPhone models shows their release dates, replacement models, and sales durations, highlighting the iPhone 17's potential to set a new record [6]. - The iPhone X had the shortest sales duration among flagship models, lasting only 10 months before being replaced by the iPhone XS [10]. Future Implications - The introduction of the Pro series and potential foldable iPhones may influence consumer behavior and sales strategies, but the iPhone 17 is still expected to achieve the longest sales period for a standard flagship model [8].

Core Viewpoint - The upcoming iPhone 17 Air is expected to have a battery capacity of only 2800mAh, which is lower than previous models and may lead to poor battery life, raising concerns among consumers [1][3][5] Group 1: Battery Capacity and Design - iPhone 17 Air's battery capacity of 2800mAh is less than the iPhone 7 Plus's 2900mAh and significantly lower than the iPhone 16 Plus's over 4000mAh [3] - The device's ultra-thin design at approximately 5.5mm is cited as the primary reason for the reduced battery size, which may negatively impact daily usage [3][4] - Reports suggest that only 60% to 70% of users may be able to use the iPhone 17 Air for a full day without charging, compared to 80% to 90% for other recent models [3][4] Group 2: Technical Specifications - iPhone 17 Air will feature a 120Hz display, A19 processor, 12GB of RAM, and a 48MP single rear camera, with iOS 26 pre-installed [3] - The device will not include a physical SIM card slot, opting for eSIM technology to save internal space [4] Group 3: Market Reception and Expectations - The announcement of a phone with a 2800mAh battery has led to disappointment in the market, with some questioning Apple's design logic [5] - There are concerns that heavy users may need to carry a power bank due to the low battery capacity, undermining the device's portability [5] - Analysts note that with advancements in battery technology, Apple could have increased the battery capacity by making the device slightly thicker [5]

Core Points - Apple has officially launched its next-generation CarPlay software, "CarPlay Ultra," which comes three years after the initial release [1] - The rollout of CarPlay Ultra will first occur in new Aston Martin vehicles in the United States and Canada, although the launch is approximately six months later than originally planned [1] Group 1 - CarPlay Ultra is powered wirelessly by iPhone and features significant enhancements, including control over the main infotainment screen and the driver's digital dashboard [3] - The software can display critical vehicle information such as speed, fuel mileage, trip information, and temperature [3] - To use CarPlay Ultra, drivers must have an iPhone 12 running iOS 18.5 or higher, and it can also control certain vehicle settings [3] Group 2 - Existing compatible Aston Martin vehicles will receive software updates to enable CarPlay Ultra in the coming weeks through local dealers [3] - Other automotive brands, including Hyundai, Kia, and Genesis, have signed agreements to support this functionality in their vehicles [3] - Apple indicated that the gradual rollout of CarPlay Ultra is partly due to the need for customization to align with the unique brand and visual design philosophies of partner automakers [3]

根据 Counterpoint Research 发布的 《二手智能手机市场报告》 ，2024 年全球翻新智能手机的销量同 比增长了 5%。相比之下，新智能手机市场在经历了艰难的 2023 年后有所反弹，同比增长了 3%。 然而，在各地区连续两到三年实现增长之后，2024 年翻新智能手机市场已趋于成熟，甚至在某些地 区出现了停滞的情况。 2024 年 vs 2023 年全球翻新 智能手机品牌厂商销量占比 分析师观点 Counterpoint Research 高级研究分析师 Glen Cardoza 表示："苹果这次的增长主要由 iPhone 11 和 iPhone 12 系列贡献。尽管 iPhone 13 和 iPhone 14 系列已经上市一段时间，许多消费者仍选择更长 时间地持有这些设备，导致供应紧张。新款 iPhone 的供应短缺严重影响了全球二手手机市场的 ASP，使其在 2024 年同比下降 11%，从 2023 年的 $445 降至 $394。相比之下，虽然三星在全球市 场的整体份额下降，但由于 Galaxy S 旗舰系列需求增加，其 ASP 反而有所上升。"原样销售"智能 手机（即仅经过清洁和 ...