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 ...

智通财经APP获悉，8月26日，Omdia发文称，2025年第二季度，全球智能手机出货量降至2.887亿部，环 比减少逾800万部，降幅达2.8%，较2024年第二季度同比仅小幅减少20万部，降幅不到0.1%。 三星依然位居榜首，这主要得益于其高端S系列和低端A系列手机的出货量。苹果（AAPL.US）尽管出货 量略有下降，但仍保持第二的位置；小米（01810）则以非常稳定的市场份额稳居第三。vivo和传音 （688036.SH）则位列第五，市场份额均为9%。 过去两个季度智能手机市场的停滞表明，该行业面临着日益严峻的宏观经济挑战——后疫情期间的换机 潮正在消退，消费者需求持续疲软。 许多厂商在第二季度原本设定了更高的目标，但为了避免库存过剩，不得不降低生产目标。例外的是在 美国，由于特朗普政府的关税政策和时间表存在很大的不确定性，这促使苹果、三星和摩托罗拉（联 想）等供应商在整个季度提前拉货并保持高库存水平。 | Rank | OEM | 2Q25 | | 1Q25 | | 2Q24 | | QoQ | YoY | | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - The article discusses the upcoming changes in Apple's iPhone series, particularly focusing on the heat dissipation technology and materials used in the iPhone 17 and future models, highlighting the shift towards advanced materials like graphene and aluminum alloys for improved performance and efficiency [2][3][4]. Group 1: iPhone 17 Heat Dissipation Technology - The iPhone 17 will utilize a dual-layer graphene heat dissipation system, with costs increasing by approximately 50% to 60%, bringing the total cost of the heat dissipation module to around $5.2 [4][5]. - The previous iPhone 16 model introduced graphene for the first time, significantly enhancing thermal conductivity by over five times compared to traditional metal materials [3][4]. - The heat dissipation module's cost is relatively low at about $2.5, but when including related components, the overall cost impact is substantial [4]. Group 2: Material Changes and Supplier Insights - The iPhone 17 will replace the titanium-aluminum alloy frame with an aluminum alloy frame, which is expected to improve thermal performance despite titanium's advantages in strength and aesthetics [7][8]. - Key suppliers for the heat dissipation components include Zhongshi Technology and Jieban Technology for graphene, while VC heat spreaders are supplied by companies like Risen Technology and Lingyi Technology [9][10]. - Future models, such as the iPhone 18, may explore new materials like carbon fiber for back panels and frames, with potential suppliers like Changzhou Carbon Technology showing promise in this area [16]. Group 3: Future Trends in Heat Dissipation Solutions - Apple is researching liquid cooling solutions for heat dissipation, although this technology is still in early stages and may not be implemented in smartphones for the next two years [11][12]. - Competitors like Huawei and Xiaomi primarily use traditional heat dissipation methods, while companies like Suzhou Tianmai and Siquan New Materials are key suppliers for these brands [13][14]. - The industry is witnessing a trend towards modular heat dissipation systems that combine various materials for optimized performance, indicating a shift in design philosophy across smartphone manufacturers [6][11].

Core Viewpoint - The article highlights the significant growth of India's smartphone exports, driven by local manufacturing and government initiatives, particularly the Production-Linked Incentive (PLI) scheme, positioning India as a key player in the global smartphone supply chain [4][5][9]. Summary by Sections Smartphone Export Growth - India's smartphone exports are projected to grow by 30% year-on-year in the first half of 2025, reaching 40 million units, reflecting the ongoing development of the Indian electronics manufacturing ecosystem [4]. - Nearly 99% of smartphones sold in India are locally produced, showcasing the country's efforts to build a robust domestic production base [4]. Key Markets and Trends - The United States remains the largest destination for Indian smartphone exports, accounting for 54% of total shipments in the first half of 2025, up from 30% in the same period of 2024 [5][7]. - Exports to Europe have decreased by 25%, with its share dropping from 47% to 27%, primarily due to Apple shifting a significant portion of its shipments to the U.S. to build inventory [5]. Brand Performance - Apple’s exports grew by 53%, surpassing 20 million units for the first time in the first half of 2025, driven by enhanced manufacturing capabilities and favorable government policies [5][7]. - The iPhone 16 led the export rankings, accounting for 18% of total smartphone exports [7]. - Motorola emerged as the fastest-growing brand, with exports increasing sevenfold, 95% of which were directed to the U.S. market [8]. Future Outlook - The Indian smartphone export market is expected to continue its growth trajectory, supported by major brands' expansion and government initiatives like the PLI scheme [9]. - However, the recent announcement of potential tariffs on Indian goods by the U.S. government introduces uncertainty into the supply chain dynamics, necessitating flexibility from manufacturers to adapt to changing trade policies [9].

Core Insights - The Indian smartphone market has shown signs of recovery in Q2 2025, with a year-on-year shipment increase of 7%, reaching 39 million units, driven by new product launches from manufacturers [1][5] Market Performance - Vivo leads the market with 8.1 million units shipped, capturing 21% market share, followed by Samsung with 6.2 million units and 16% market share [1][5] - OPPO and Xiaomi both shipped 5 million units, with OPPO slightly ahead due to its A5 series performance [1][5] - Realme ranks fifth with 3.6 million units shipped [1] Competitive Landscape - Vivo's success is attributed to strong channel partnerships and effective marketing strategies, particularly in tier-one and tier-two cities [3] - OPPO's A5 series has driven its growth in offline markets, while Samsung has leveraged financing options to expand its market share in the mid-range segment [3] - Xiaomi's performance has declined year-on-year, but it has managed to boost shipments through targeted product upgrades [3] Future Outlook - The second half of 2025 is expected to rely more on channel execution rather than new product launches, with brands implementing incentive programs for distributors and retailers [5] - Despite short-term boosts from promotional activities, Canalys anticipates a slight decline in overall shipments for the year due to structural demand challenges [5]

Core Insights - The Indian smartphone market has shown signs of recovery in Q2 2025, with a year-on-year shipment increase of 7%, reaching 39 million units, driven by reduced inventory pressure and renewed marketing activities by manufacturers [1][5]. Market Performance - Vivo leads the market with 8.1 million units shipped, capturing 21% market share, followed by Samsung with 6.2 million units (16% market share) and OPPO with 5 million units (13% market share) [1][5]. - Xiaomi and realme both shipped 5 million and 3.6 million units respectively, with Xiaomi experiencing a significant year-on-year decline of 25% [1][5]. Manufacturer Strategies - Vivo's success is attributed to strong channel partnerships and effective marketing strategies, particularly in urban areas [2]. - OPPO's A5 series has performed well in offline markets, while its K13 model is gaining traction online [2]. - Samsung is leveraging financing options for mid-range products to expand its market share [2]. - Xiaomi's performance is supported by the Redmi 14C 5G and Note 14 series, despite a decline in overall shipments [2]. Competitive Landscape - The competitive dynamics are shifting, with new high-end brands and design-focused players entering the market [2]. - Apple ranks sixth, with the iPhone 16 series accounting for over 55% of its shipments, while Motorola is expanding its presence in smaller cities [2]. - Infinix has gained popularity through bold designs and targeted marketing towards gamers and content creators [2]. Future Outlook - The performance of the Indian smartphone market in the second half of 2025 will rely more on channel execution rather than new product launches [4]. - Brands are implementing channel incentive programs to prepare for the upcoming festive season, which includes high-value rewards linked to sales performance [4][5]. - Despite these efforts, Canalys anticipates a slight decline in overall shipments for the year due to ongoing structural demand challenges [5].

Core Points - The article reflects on the emotional attachment to electronic devices, particularly smartphones, and the impact of losing them on personal memories and daily life [10][41][43] - It discusses the rapid transition from one device to another, highlighting the challenges of data loss and the significance of digital memories [11][12][18] Group 1 - The loss of the iPhone 15 occurred unexpectedly while riding a shared bicycle, leading to a series of events including a police report and the purchase of a new Android phone [2][4][5] - The emotional connection to the iPhone 15 is emphasized, as it was a gift from a significant other and contained many personal memories [9][10][12] - The article mentions the importance of data transfer and the inability to recover lost memories due to the lack of cloud services used by the individual [11][13][16] Group 2 - The narrative includes a "eulogy" for the lost iPhone 15, expressing gratitude for the moments it captured and the functions it served in daily life [17][18][20] - The author reflects on the broader implications of technology in modern life, suggesting that smartphones have become integral to personal identity and social interaction [40][41][42] - The piece concludes with a hope for a future reunion with electronic devices in a metaphorical "heaven," illustrating the deep emotional bonds formed with technology [44]

Core Viewpoint - Advanced packaging is becoming a key differentiator in the high-end mobile market, offering higher performance, greater flexibility, and faster time-to-market compared to System on Chip (SoC) solutions [2][5]. Group 1: Market Trends - Advanced packaging technologies, such as multi-chip components, are essential for AI inference and adapting to rapid changes in AI models and communication standards [2][5]. - The high-end mobile market is increasingly adopting multi-chip assembly, moving beyond single-chip SoC solutions due to the need for enhanced performance and flexibility [5][8]. - The transition from single-chip SoCs to 2.5D systems is driven by the demand for higher computational capabilities and the limitations of traditional scaling methods [5][6]. Group 2: Technical Insights - Single-chip SoCs are efficient and cost-effective for low-end devices, integrating all necessary components on a single silicon die [3][10]. - Multi-chip components allow for greater diversity in processing units, including combinations of CPUs, GPUs, and specialized accelerators, enhancing performance for high-end applications [5][6]. - The use of advanced 3D and 2.5D packaging technologies enables vertical stacking of chips, increasing interconnect bandwidth and processing capabilities [5][6]. Group 3: AI Integration - AI capabilities are increasingly being integrated at the silicon level in high-end mobile devices, with companies like NVIDIA and Arm developing specialized hardware for AI workloads [14][15]. - The design of chips is influenced by the need to support evolving AI functionalities and communication standards, requiring flexibility in silicon design [11][18]. - Companies are exploring various configurations for AI accelerators, either integrating them into a single chip or using separate chips to optimize performance [10][14]. Group 4: Power and Efficiency - Power consumption remains a critical concern, with the need for efficient processing to extend battery life and manage heat dissipation in mobile devices [12][16]. - Innovations in chip design, such as lightweight pipelines and local data reuse, are aimed at improving power efficiency while maintaining high performance [15][16]. - The introduction of eSIM technology is an example of how companies are reducing power consumption and enhancing design flexibility in mobile devices [16].

Core Viewpoint - Samsung is enhancing its trade-in strategy to narrow the "value perception gap" with Apple in the high-end smartphone market, focusing on improving the resale value of devices, accelerating the adoption of premium models, and increasing user loyalty [1][4]. Group 1: Trade-In Strategies - Samsung's "Overtrade" incentive has been a long-standing promotional tool, offering additional trade-in value for specific models to boost high-end device sales, effectively lowering the entry barrier for flagship models [2][7]. - The Galaxy Club, active in the US and UK, guarantees 50% buyback value within 12 to 15 months, along with 0% interest installment payments and service rewards, aiming to shorten the device upgrade cycle [5][6]. - The newly launched Galaxy Trade-In program in South Korea and France allows users to recycle old Galaxy devices at any time, enhancing user convenience and extending device lifecycles [6][7]. Group 2: Market Dynamics and Performance - The average resale value of the iPhone 15 after one year is 50%, while the Galaxy S24 series stands at only 40%, highlighting the importance of Samsung's trade-in strategies to improve resale value [4][8]. - Samsung's global average selling price (ASP) increased by 45% from $389 to $528 between 2022 and Q1 2025, with devices priced above $600 rising from 18% to 32% of total sales [2][8]. - The combination of Galaxy Club, Galaxy Trade-In, and Overtrade strategies aims to maximize trade-in values, making high-end models more affordable and enhancing brand loyalty [7][8]. Group 3: Balancing Sales and Sustainability - Smartphone manufacturers face the challenge of relying on new device sales for quarterly financial goals while also needing to expand the second-hand market to enhance software ecosystems and user bases [11][12]. - Samsung's Trade-In program addresses this conflict by subsidizing trade-ins, lowering the entry barrier for high-end models while injecting quality devices into the second-hand market [12]. - A comprehensive strategy that integrates hardware sales, service innovation, and ecosystem development is essential for achieving a balance between short-term performance and long-term sustainability [12].

Group 1 - Apple has updated its national subsidy policy, allowing consumers to enjoy subsidies directly through official channels, specifically in Apple Store online and retail locations in Beijing and Shanghai, with a maximum subsidy of 2000 yuan for selected products [1][4] - The eligible products for the subsidy include iPhone 16, iPhone 16e, iPhone 15, iPhone 15 Plus, various iPad models, multiple Apple Watch Series 10 and SE, as well as MacBook Air, MacBook Pro, iMac (specific colors), Mac mini, and Mac Studio [3] - Previously, Apple's strategy of not participating in national subsidies led some consumers to turn to third-party platforms; the new policy allows for a combination of national subsidies and official services, enhancing consumer confidence [4] Group 2 - The national subsidy program is part of a broader initiative by the Chinese government, which has allocated 3000 billion yuan in special bonds to support the consumption of goods through trade-in programs, with 1620 billion yuan already distributed in the first two quarters of the year [8][9] - The subsidy funding consists of three parts: central government long-term special bond funds, local matching funds based on a 9:1 ratio, and additional local funds depending on implementation progress [9] - The National Development and Reform Commission and the Ministry of Finance plan to distribute further central funds in July and October to support the trade-in program, ensuring a smooth and balanced implementation of the subsidy policy [9]