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苹果iPhone 17系列发布后:七款产品或将“退场”
Huan Qiu Wang Zi Xun· 2025-08-27 05:24
Core Insights - Apple is set to discontinue seven products following an upcoming launch event, indicating a significant overhaul of its product lineup [1][4] Group 1: iPhone Changes - Four iPhone models are expected to be discontinued, including the iPhone 15 and iPhone 15 Plus, which will likely be removed from Apple's stores after the introduction of the iPhone 17 series [4] - The iPhone 16 Pro and iPhone 16 Pro Max will also be replaced by the iPhone 17 Pro and iPhone 17 Pro Max, showcasing Apple's confidence in its new offerings [4] - The iPhone 16 and iPhone 16 Plus will remain available, potentially seeing a price reduction of $100 to create space for the new models [4] Group 2: Other Product Changes - The Apple Watch Series 10 and Apple Watch Ultra 2 are also expected to be discontinued, aligning with Apple's tradition of updating its Series lineup [4] - The future of AirPods Pro 2 remains uncertain; it may be discontinued, but if AirPods Pro 3 is priced high, AirPods Pro 2 could continue to be sold at the same or lower price [4]
苹果官网首次支持国补,至高省2000元
Guan Cha Zhe Wang· 2025-06-24 07:22
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]
华泰:印度或成苹果供应链“新支点” 但关键环节仍依赖中国
Huan Qiu Wang· 2025-04-30 01:57
Group 1 - The trend of Apple's supply chain shifting to India is driven by US-China trade tensions and favorable Indian policies, providing cost advantages for iPhone production in India [1] - India theoretically has the capacity to supply 66 million iPhones annually to the US market, but currently lacks the mass production capability for high-end models, relying on Chinese supply chain collaboration in the short term [1][3] - Foxconn and Tata Electronics are accelerating their operations in India, with Foxconn's factories covering 2.5 million square feet and a $2.6 billion investment aimed at producing 25 to 30 million iPhones annually by 2025 [3] Group 2 - Despite local production of iPhone 15/15 Plus in India, challenges remain for high-end models due to engineering collaboration issues, yield fluctuations, and supply chain response delays [3] - India's localization efforts through the PLI scheme still heavily depend on imports for key components, with only 35% localization rate currently, far from the 60% target by 2027 [4] - Investment opportunities are identified in local assembly firms benefiting from Apple's supply chain expansion in India and Chinese companies facing stock price declines due to supply chain transfer rumors, despite low short-term production transfer likelihood [4]