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 ...

都说时尚轮回是一个圈。 如果这么比喻的话，那么电子产品的轮回高低得是一个莫比乌斯环——前有 iPhone 16 系列的相机按键，后有 Z Fold7 的回归挖孔，主打一个「循环往 复，无穷匮也」。 然而今年以来，一个时间跨度稍微有「亿」点点大的品类重新迎来了春天，在这个参数大战时代显得格格不入： 超轻薄手机 。 抛开已经上市的三星 S25 Edge 和万众瞩目的 iPhone 17 Air 不谈，超薄手机的市场，其实远比我们想象的健康和活跃—— 这个市场甚至不乏一些颇为神奇的选手。今年三月，「非洲之王」传音就在 MWC 上展示过一款仅超薄工程机 SPARK Slim： 仅 5.75mm 厚、电池却比 S25 Ultra 大。 图｜TECNO 无独有偶，前两周，低调的努比亚也被曝光出正在规划一款超轻薄手机「努比亚 Air」，只有 6.7mm 厚的机身，却又别家超薄机型所没有的三摄，如果用 一加曾经的话来说，就是「不将就」。 图｜网络 再看三星的 S25 Edge 正式开售以来，口碑评分并没有像年初发布会后，评论区预料的那样直接崩盘。 轻薄手机的开头是轻，而不是薄 事实上，纵观 S25 Edge 的评分、iPho ...

Group 1 - Morgan Stanley raised its forecast for Apple's iPhone sales in the September quarter from 50 million units (a 7% year-over-year decline) to 54 million units (flat year-over-year) due to multiple positive factors [1] - Key factors supporting this optimistic outlook include extended iPhone replacement cycles, upcoming new model designs, and structural gross margin improvements [1] - Concerns regarding peak tariff risks have largely dissipated, and regulatory impacts on short-term performance are weaker than market expectations, although they remain a long-term risk [1] Group 2 - The production adjustment primarily targets the iPhone 16 and Pro Max models, with an additional 2 million units of capacity [1] - Analysts expect the iPhone 17 series production to remain between 80 million and 85 million units in the second half of 2025, reflecting a year-over-year decline of 5% to 1% [2] - Current market estimates for iPhone sales are trending upward, and historically, Apple's stock price tends to expand in valuation during estimate revision periods [2]

iPhone 16 Pro Max Price Slashed Ahead Of Apple iPhone 17 Launch https://t.co/hVvs2Pm1O0 ...

Marketing & Promotion - Bybit EU is celebrating its EU launch with a promotional campaign [1] - The campaign features 100K USDC in prizes [1] - Prizes include an iPhone 16 Pro Max and a PS5 [1] Platform & Services - Bybit EU is positioning itself as "The Crypto Hub" [1] - The company encourages users to "Stay on the cutting edge of European crypto" with Bybit EU [1]

Core Insights - Apple is expected to report third-quarter fiscal 2025 results on July 31, with projected revenue growth in the low to mid-single digits year-over-year [1] - The Zacks Consensus Estimate for fiscal third-quarter revenues is $88.92 billion, indicating a 3.67% year-over-year growth [1] - Earnings consensus is set at $1.42 per share, reflecting a 1.43% increase from the previous year [2] Revenue Breakdown - iPhone sales are projected to reach $40.61 billion in the third quarter, suggesting a 3.3% year-over-year growth [4] - Services revenue is expected to grow to $26.96 billion, indicating an 11.3% year-over-year increase [8] - Mac revenues are estimated at $7.16 billion, reflecting a 2.2% year-over-year growth [12] Market Performance - Apple's iPhone accounted for 49.1% of net sales in the second quarter, with sales increasing 1.9% year-over-year to $46.84 billion [4] - Greater China sales are estimated at $15.27 billion for the third quarter, suggesting a 3.7% growth year-over-year [6] - Apple has gained market share in the PC market, with a 9.1% share according to IDC, up 110 basis points year-over-year [10] Competitive Landscape - iPhone sales have faced competition from Chinese vendors like Huawei and Xiaomi, but Apple has seen over 8% year-over-year growth in China recently [5] - Apple's Mac shipment growth rate is the largest among competitors, with a 21.4% year-over-year increase [11] Stock Performance - Apple shares have risen 14.5% year-to-date, underperforming the Zacks Computer & Technology sector's return of 11% [13] - The forward 12-month Price/Earnings ratio for Apple is 28.23X, higher than the sector average of 27.86X, indicating a stretched valuation [16] Future Prospects - Apple's focus on AI is expected to enhance iPhone sales and Mac shipments, with expanded availability of Apple Intelligence in multiple languages [19][20]

Core Viewpoint - The upcoming iPhone 17 Air features a battery capacity of only 2800mAh, which is lower than the iPhone 7 Plus's 2900mAh, raising concerns about its ability to meet daily usage needs in the face of increasing competition from Android devices with significantly larger batteries [1][3][12]. Battery Capacity and Design - The iPhone 17 Air is designed to be extremely thin at 5.5mm, making it Apple's thinnest model to date, but this has resulted in a significantly reduced battery capacity [3][6]. - Competitors like REDMI and Samsung are pushing battery capacities above 6000mAh, with some mid-range models attempting to exceed 8000mAh, highlighting Apple's conservative approach to battery size [3][6]. Strategies to Compensate for Battery Size - To address the reduced battery capacity, Apple is implementing several strategies, including the introduction of "Adaptive Power Mode" in iOS 26, which aims to extend battery life through performance adjustments and limiting background activities [6][9]. - The iPhone 17 Air will utilize the self-developed C1 communication chip to reduce power consumption during network usage [9]. - Apple plans to release a new MagSafe external battery accessory with a capacity of 4000mAh, allowing the iPhone 17 Air to maintain a slim profile even with the added battery [9][20]. User Experience Concerns - Internal testing indicates that only 60-70% of users may achieve all-day battery life with the iPhone 17 Air, a decline from the 80-90% success rate of previous models, which could lead to dissatisfaction among consumers given the device's high price point [11][12]. Technological Challenges - Apple is hesitant to adopt silicon-carbon battery technology, which could significantly increase energy density, due to concerns over the material's expansion during charging and its impact on device longevity [13][16]. - The potential for rapid capacity degradation with silicon-carbon batteries poses a risk to Apple's reputation for durability, as users may face significant battery performance issues within a short timeframe [16][21]. Logistics and Cost Considerations - Apple's battery capacity decisions are influenced by international shipping regulations that classify lithium batteries as hazardous materials, which can increase logistics costs significantly if battery capacities exceed certain thresholds [17][19]. - The current battery capacity of the iPhone 16 Pro Max is 18.17Wh, and adopting larger batteries could lead to hundreds of millions in increased shipping costs annually for Apple [20][21]. Future Developments - Apple is reportedly testing silicon-carbon battery solutions for future models, which may allow for higher capacities while maintaining product durability [21].

Product Features & Design - The Galaxy Z Fold 7 features a 6.5% wider cover screen, providing a more normal phone-like experience [2] - The device is thinner, measuring 8.9% mm thick when closed and 4.2% mm thick when open [2][5] - The main display is 11% bigger than the previous model [6] - Durability is enhanced with Corning Gorilla Glass Ceramic 2 cover and Victus 2 backing, and a 10% stronger aluminum hinge [9] Performance & Battery - The Z Fold 7 maintains a 4,400 mAh battery, lasting about a day and a half with typical usage [11][12] - It supports 25 watt wired charging, reaching 42% in 30 minutes and a full charge in 1 hour and 30 minutes [12] - Powered by the Snapdragon 8 Elite chip, ensuring smooth performance across various tasks [19] Camera Capabilities - The device features a 200 megapixel wide, 12 megapixel ultrawide, and 10 megapixel telephoto camera, along with 10 megapixel selfie cameras on both displays [13] - AI features enhance photo quality, especially in low-light conditions, and include an audio eraser for video editing [14][15] Pricing & Availability - The Galaxy Z Fold 7 starts at $2,000 for 256 GB, $2,120 for 512 GB, and $2,420 for 1 TB [19] - Available in black, blue, silver, and an online exclusive mint color [20]

Core Insights - Samsung's market share in China has drastically declined from 21.9% in 2013 to below 1% in 2024, while globally it maintains a leading position with a 19% sales share [3][42]. - The Samsung S25 Ultra features a high-quality display and strong hardware performance, but it faces significant competition from domestic brands in terms of camera capabilities and software experience [6][9][42]. Group 1: Market Position - Samsung's market share in China has fallen to 0.7% in 2024, indicating a significant loss of consumer interest [42]. - Despite the decline in China, Samsung remains the global leader in smartphone shipments with a 19.7% market share as of Q2 2025, largely due to its A-series models targeting the mid-range market [43]. Group 2: Product Features - The S25 Ultra's display utilizes second-generation Dynamic AMOLED technology with a peak brightness of 2600 nits, providing an immersive viewing experience [3][5]. - The device's camera system includes a 200MP main sensor and dual telephoto lenses, but it lacks the advanced features found in competing domestic models [7][9]. Group 3: User Experience - The One UI 7.0 offers extensive customization options, but the complexity may deter average users compared to more straightforward domestic systems [10][23]. - The S Pen has lost its advanced features, making it less appealing for users who relied on its functionality for productivity [28][30]. Group 4: Performance and Pricing - The S25 Ultra's battery life is approximately 9 hours, with a 5000mAh battery and 45W fast charging, which is considered outdated compared to competitors offering much higher charging speeds [38][40]. - The pricing of the S25 Ultra at 8999 yuan is significantly higher than similar offerings from domestic brands, which may deter potential buyers [40][42].

Core Insights - Apple has faced challenges in the Chinese market due to competition from Huawei and Xiaomi, with iPhone sales declining by 2.3% year-over-year in Q2 of fiscal 2025 [1] - Recent data indicates a recovery for Apple, with over 8% year-over-year growth in iPhone sales from April 1 to June 22, attributed to strong promotions for the iPhone 16 Pro and Pro Max [2] - The U.S. tariffs on China are expected to negatively impact Apple's supply chain, with an estimated cost of $900 million in Q3 of fiscal 2025 [3] Sales and Market Performance - Apple has recorded its first growth in China since Q2 of 2023, driven by effective marketing strategies for the iPhone 16 series [2][9] - Huawei continues to lead the market with over 12% year-over-year growth [2] - Apple's Services revenue grew by 11.6% year-over-year in fiscal Q2, supported by a growing subscriber base across its services [7][9] Product and Feature Developments - Apple Intelligence features are being expanded, with new language support and functionalities aimed at enhancing user experience and driving sales [4][5] - New features in Apple Music and Apple Wallet are expected to further boost Services revenue [6] Financial Metrics and Stock Performance - The Zacks Consensus Estimate for Apple's fiscal 2025 earnings remains steady at $7.11 per share, indicating a 5.33% growth from fiscal 2024 [8] - Apple shares have declined by 9.9% year-to-date, underperforming compared to peers like Amazon, Microsoft, and Alphabet [10] - Apple's current valuation shows a forward Price/Sales ratio of 7.51X, higher than the sector average of 6.57X [13] Conclusion - Despite the growth in Services, the performance of Apple Intelligence poses challenges for the product business, particularly in the competitive Chinese market [19]