为大家介绍门萨油画红花手机壳，它适用于苹果多个型 号手机，包括iPhone 16、15ProMax、11、12、13、 x/xr/xsmax、6/7/8plus、14pro、6s等。材质为硅胶，全包 防摔，是网红款式。 为大家介绍门萨油画红花手机壳，它适用于苹果多个型号手机，包括iPhone 16、15ProMax、11、12、 13、x/xr/xsmax、6/7/8plus、14pro、6s等。材质为硅胶，全包防摔，是网红款式。 现在这款手机壳在天猫商城参加百亿补贴活动，以适用iPhone 13、颜色为纽扣挂绳小羊皮古董白 - 油画 彩花 + 手腕短挂绳的规格为例，补贴价13.9元，还能使用商品详情页领取的减4.4元优惠券，最终到手 价只需9.5元/件，原价可是13.9元，喜欢的朋友可以入手。 现在这款手机壳在天猫商城参加百亿补贴活动，以适用 iPhone 13、颜色为纽扣挂绳小羊皮古董白 - 油画彩花 + 手腕短挂绳的规格为例，补贴价13.9元，还能使用商品 详情页领取的减4.4元优惠券，最终到手价只需9.5元/ 件，原价可是13.9元，喜欢的朋友可以入手。 ...

这份乐观预测对苹果而言意义重大。在该报告发布前，苹果正面临其他手机品牌的激烈竞争，以及外界 对其人工智能战略的质疑。iPhone 17的成功上市被投资者视为扭转局面的关键，而最新的出货数据证 明了其市场号召力。 iPhone 17不负众望，中国市场需求回暖成关键引擎 研究机构IDC最新预测显示，受iPhone 17系列强劲表现及关键的中国市场复苏提振，苹果公司2025年 iPhone出货量有望创下历史新高，超过2021年创下的纪录。 根据IDC周二发布的报告，苹果今年全年预计将出货2.474亿部iPhone，同比增长超过6%。这一数字将 高于2021年由iPhone 13系列创下的2.36亿部出货纪录，显示出强劲的增长势头。 IDC高级研究总监 Nabila Popal 在一份声明中指出，苹果出货量的激增"归功于其最新iPhone 17系列的巨 大成功"。她同时强调，在中国市场，"对iPhone 17的巨大需求显著提升了苹果的业绩"，这成为推动苹 果全球出货量增长的关键因素。 中国市场的强势复苏是支撑苹果业绩预期的核心动力。IDC的数据显示，苹果第四季度在中国的出货量 预计将同比增长17%，增速惊人。这一强劲 ...

Core Insights - By the end of 2023, there will be 1.3 billion iPhones in use, with over 50% being second-hand devices, indicating an increasing lifespan for Apple's flagship smartphone [1] - Starting in 2024, the average lifespan of an iPhone is projected to reach 8 years, reflecting a trend towards longer usage [1] - The second-hand smartphone market is predominantly dominated by Apple, with a significant rise in consumer interest in refurbished iPhones due to minimal upgrades between generations [2] Group 1 - CCS Insight reports that the iPhone is the most reused smartphone, with a notable increase in interest for second-hand models [1] - Analyst Leo Gebbie highlights that the lack of significant upgrades between iPhone generations contributes to the growing preference for refurbished devices [1] - Consumers are increasingly opting for refurbished iPhones not only for cost savings but also for environmental benefits [1] Group 2 - The current second-hand smartphone market is almost entirely controlled by Apple, which may impact the company's future revenue [2] - Gebbie suggests that Apple may need to consider the implications of this trend on its business strategy in the future [2]

Group 1 - Sun Dongxu has left Dongfang Zhenxuan, confirmed by Yu Minhong, citing personal reasons for his departure [4] - Sun Dongxu sold 1.93 million shares over two days, cashing out 2 billion HKD [8] - Yu Minhong expressed hope for Sun Dongxu to return to a management position in the future [4] Group 2 - Apple encourages iPhone 13 and 14 users to upgrade to the new iPhone 17, highlighting the advantages of the new model [5] - The iPhone Air 2 may feature an additional camera lens, while Apple has avoided discussing sales issues related to the Air series [8] Group 3 - CCTV exposed a case of counterfeit live streaming involving actress Wen Zhengrong, where her likeness was used in multiple streams [6]

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 market's reaction to Apple's recent product rollout has been negative, with shares falling over 5% post-event, but there are indicators suggesting a potential rise in sales due to a significant number of users on older iPhone models [1][3][12]. Group 1: Product Innovation and Market Position - Analysts have criticized Apple for a lack of significant innovation, noting that recent product launches have only provided incremental upgrades [3][4]. - Apple's position in the AI sector is perceived as lagging behind competitors, which may impact near-term earnings unless a game-changing product is introduced [5][4]. - Despite the criticism, Apple has reported double-digit iPhone revenue growth in its latest quarter, indicating that the company may be successfully navigating the market without major new products [12]. Group 2: User Base and Upgrade Potential - A substantial portion of iPhone users are on older models, with over 400 million users utilizing devices that are at least four years old, creating a potential market for upgrades [9][10]. - Apple is actively encouraging upgrades from older models, particularly the iPhone 13, by highlighting the performance improvements of the new iPhone 17 [10]. - The customer retention rate for Apple's iPhone stands at 89%, significantly higher than competitors like Samsung, suggesting strong brand loyalty among users [11]. Group 3: Investment Opportunity - The current valuation of Apple at 37x price to free cash flow is lower than that of competitors like Alphabet and Microsoft, indicating a potential undervaluation [12]. - The combination of a large user base on older models and strong brand loyalty suggests that now may be an opportune time to invest in Apple shares before potential sales increases are realized [13].

General Information - The document was sent from an iPhone 13 [1]

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 Insights - Global smartphone shipments are projected to decline to 288.7 million units in Q2 2025, a decrease of over 8 million units or 2.8% quarter-on-quarter, and a slight year-on-year decrease of 20,000 units or less than 0.1% [1][2] Company Performance - Samsung remains the market leader with shipments of 55.3 million units, holding a market share of 19.2%, despite a quarter-on-quarter decline of 8.6% and a year-on-year increase of 3.3% [2][4] - Apple ranks second with shipments of 44.8 million units and a market share of 15.5%, experiencing a significant quarter-on-quarter decline of 18.6% and a slight year-on-year decrease of 1.8% [2][4] - Xiaomi holds the third position with 42.4 million units shipped, reflecting a minor quarter-on-quarter increase of 1.3% and a year-on-year increase of 0.2% [2][4] - Vivo and Transsion are tied for fifth place, each with a market share of 9%, with Vivo showing a strong quarter-on-quarter growth of 15.1% [2][5] - Honor, Lenovo, and Huawei have shown strong growth, with Huawei achieving a year-on-year increase of 16.0%, reclaiming its position in the Chinese market [5] Market Trends - The smartphone market is facing significant macroeconomic challenges, with a decline in consumer demand post-pandemic and a shift in purchasing behavior [1][5] - Many manufacturers have had to lower production targets to avoid excess inventory, particularly in the U.S. market due to uncertainties surrounding tariffs [1][4] - The introduction of innovative hardware, such as silicon-carbon anode batteries and ultra-thin smartphone designs, is being leveraged to stimulate replacement demand among existing users [6]