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iPhone 17销售追踪,总体好于16系列,Air型号表现疲软
Hua Er Jie Jian Wen· 2025-09-30 10:27
Core Insights - The overall demand for the iPhone 17 series is stronger than that of the iPhone 16 series during the same period, despite noticeable differentiation within the product line [1][2] - The strong performance of the base model, Pro, and Pro Max is compensating for the weaker demand for the Air model, ensuring robust sales momentum for Apple [1][5] Delivery Times and Demand - The average global delivery times for the iPhone 17 series in the third week are 25 days for the base model, 4 days for Air, 22 days for Pro, and 31 days for Pro Max, showing limited changes from the previous week [2] - Compared to the iPhone 16 series, the delivery times for the iPhone 17 series are significantly longer, particularly for the base model, which has a delivery time of 25 days compared to 10 days last year [2][5] Market Performance - In the U.S. market, which accounts for 34% of iPhone shipments, the base model and Pro Max are still not available for in-store pickup, indicating a tight supply-demand situation [1][5] - The Chinese market, representing 19% of shipments, faces regulatory issues with the Air model due to eSim configuration, which has delayed its launch [1][8] Regional Insights - In China, the delivery times for the iPhone 17, 17 Pro, and 17 Pro Max are 36 days, 22 days, and 36 days respectively, with the Air model still not available for sale [8] - European markets show a more balanced situation, with the Air model available for in-store pickup in Germany and the UK within 1-3 days, while other models require longer wait times [8]
15款产品入选,2025秋季焦点产品计划重磅发布
36氪· 2025-09-26 11:25
Core Viewpoint - The article presents a curated list of reliable and user-friendly products for the autumn season, emphasizing the importance of market feedback and user experience in product selection [2][3]. Product Highlights - The iPhone 17 Air features a lightweight design with a thickness of 5.6mm, a 120Hz refresh rate screen, and a powerful A19 Pro chip, providing excellent performance for gaming and daily use [10][14]. - The Dyson HushJet air purifier operates at a low noise level of 24dB, making it suitable for quiet environments, and effectively reduces PM2.5 levels in a 30m² space [24][26]. - The Honor Magic V Flip2 boasts a 4.0-inch external screen with an 85% screen-to-body ratio, a 4800mAh battery, and a robust camera system, receiving positive feedback for its usability and design [4][6][8]. - The Insta360 GO Ultra is a lightweight action camera (53g) that supports 4K video recording and features advanced stabilization technology, making it ideal for outdoor activities [40][42][43]. - The ASUS TIANXU Air 2025 gaming laptop is equipped with an AMD Ryzen AI7 H350 processor and NVIDIA GeForce RTX 5060 graphics, offering high performance for gaming and creative tasks [34][36][37]. Market Feedback - The iPhone 17 Air has not yet been released, so there is no market feedback available [12]. - The Dyson HushJet has shown effective air purification results, reducing PM2.5 levels significantly in a short time [26]. - The Honor Magic V Flip2 has received high praise for its external screen functionality and camera performance, indicating strong initial sales [6][19]. - The Insta360 GO Ultra achieved top sales in its category shortly after launch, with a high recommendation rate from professional athletes [43]. - The ASUS TIANXU Air 2025 has ranked second in pre-sale for lightweight gaming laptops, indicating strong interest from professional users [36].
海通国际证券科技新闻
Investment Rating - The report does not explicitly provide an investment rating for the industry or companies discussed Core Insights - The absence of the iPhone 17 Air in the Chinese market due to regulatory issues significantly impacts its shipment outlook, despite its global popularity [1][28] - Luxshare's increased assembly share for the iPhone 17 Air indicates Apple's trust in its processes, but the lack of sales in China and high tariffs on exports to the U.S. may limit its advantages [6][34] - The semiconductor industry is undergoing a transformation driven by AI, with a shift in value towards advanced packaging and substrates, and a forecasted growth in ASICs outpacing GPUs [12][44] Summary by Sections iPhone 17 Air Market Dynamics - The iPhone 17 Air's eSIM-only design prevents its sale in China, limiting its market potential [3][31] - Luxshare's initial order share for the iPhone 17 Air is higher than before, but the actual benefits may be constrained due to the model's absence in China [2][30] - The U.S. tariffs on exports from China add significant cost pressures, potentially compressing Luxshare's profits [4][32] Semiconductor Industry Trends - AI investments are reshaping the semiconductor supply chain, leading to a convergence of design and manufacturing processes [42][43] - TSMC is expected to remain the primary manufacturer for AI chips, with a projected 80-90% of AI chips being produced there in the next 5-10 years [45] - The importance of packaging and substrates is rising, with companies like Ibiden and Shinko benefiting from increased demand and investment [46][48] Competitive Landscape - NVIDIA's partnership with Intel raises questions about the future of PC chip collaborations, but MediaTek remains confident in its ongoing relationship with NVIDIA [35][38] - The competitive dynamics in the AI chip market are shifting, with fabless companies like Qualcomm and Broadcom expanding their roles [44][46] - The lack of a "killer app" in the smart glasses market indicates that while demand exists, the technology and ecosystem are not yet mature enough for widespread adoption [20][52]
Apple's iPhone 17 cycle is better than we expected, says Morgan Stanley's Erik Woodring
Youtube· 2025-09-22 20:26
Well, here with more Morgan Stanley's Eric Woodring. He covers tech hardware for that firm. It's good to see you again. It's been a minute.What do you make of what Sever said. Does that match with what you're hearing and seeing. >> Thank you, Scott.No. Um, it's good to see you. So, generally, directionally, I would say that that is accurate.I I mean, I don't want to get too far ahead of ourselves because we're, you know, 10 days post pre uh pre-order period. But the early data points when you piece them tog ...
Wall Street forecasts Apple stock price for next 12 months
Finbold· 2025-09-22 13:40
Apple (NASDAQ: AAPL) has lagged its “Magnificent Seven” peers through most of 2025, but Dan Ives, Global Head of Tech Research at Wedbush Securities believes a rebound is on the horizon as the company enters what he calls its strongest upgrade cycle in years. On September 22, Ives raised his Apple stock price target to $310 from $270, the highest on Wall Street, while maintaining an Outperform rating.Ives explained that his firm is tracking shipping times and seeing particularly strong demand for iPhone 17 ...
库克首度回应iPhone定价 称未含关税成本
Sou Hu Cai Jing· 2025-09-20 04:14
Core Insights - Apple's CEO Tim Cook addressed the impact of tariffs on iPhone pricing during an interview, stating that product prices do not include additional costs from tariffs [1][3] - The company has faced uncertainty regarding tariffs due to its highly globalized supply chain, particularly for iPhone production [3] Pricing Strategy - Apple has implemented a differentiated pricing strategy for the new iPhone 17 series, increasing the price of the flagship iPhone 17 Pro by $100 while keeping the entry-level model stable [3] - The newly introduced iPhone 17 Air replaces the Plus series and enters the mid-to-high-end market at a higher price point [3] Supply Chain Management - Apple has diversified its supply chain to mitigate tariff risks, moving approximately 15% of iPhone production to India, with expectations to increase this to 25% by 2025 [3] - The company has also engaged in long-term agreements with suppliers and locked in prices for key raw materials to smooth out cost fluctuations [3]
iPhone 17首发大排长龙,口碑火爆却最快“破发”,Air未上市,要等运营商eSIM获批
3 6 Ke· 2025-09-19 08:13
其实更早之前,黄牛们就已经开始活跃。早上六点多,一名黄牛在朋友圈发出加价回收iPhone 17系列的消息。 黄牛收购价飞速跳水 9月19日,苹果正式发售iPhone 17、iPhone 17 Pro和iPhone 17 Pro Max三款新机。由于eSIM业务进展问题,iPhone 17 Air并未上市,苹果门店里也未展出实 机,店员表示:"要等运营商那边的通知,全部批准后才会上。" 早在一周前(9月12日)晚上八点,iPhone 17系列便开启预售。今年Pro机型采用了全新外观设计,标准版也首次配置高刷,支持最高40W快充,再加上国 家补贴的加持,预购一开场,苹果官网、京东、淘宝等平台瞬间售罄。 与往年不同,iPhone 17系列虽然口碑火爆,却成了最快"破发"的机型。此前iPhone 15、iPhone 16系列在发售当天都曾短暂地被炒作为"期货",而今年的 iPhone 17系列则因出货量充足、叠加国家补贴和电商平台让利等多重因素,价格体系更快回归理性。 《IT时报》记者 在现场看到,今晨七点多,南京西路的Apple静安店门口已经排起长龙,7点58分,随着店员带领全场齐声倒数"3、2、1",玻璃门缓缓拉 ...
Apple May Still Be a Hitmaker After All
Yahoo Finance· 2025-09-16 10:30
We just had a flashback to … well, every year between 2007 and 2020. Why? Because Apple may just have a hit on its hands. And, no, we’re not talking about The Studio, the Seth Rogen-led Apple TV+ satire that just had a record breaking night at the Emmys. We’re talking hardware. Early preorder data shows strong demand for the Cupertino company’s iPhone 17 and its ultra-thin Air model, despite both debuting last week to what felt like modest aplomb. READ ALSO: Buffett’s Berkshire’s Short Term Interest Rate ...
库克失望了:苹果iPhone17预售中,Air最差,还不如Plus
Sou Hu Cai Jing· 2025-09-16 04:06
众所周知,在苹果的iPhone17发布后,已经开启了预售。 相比于去年的iPhone16系列,今年的iPhone17预售情况,比去年的要好一些。 而近日,有机构也发布了关于iPhone17预售首目的跟踪报告,显示了当前iPhone17各大版本的受欢迎程 度。 从全球市场来看,高端机型依然是苹果最受欢迎的产品。iPhone 17 Pro Max的交付时间最长,其次是 Pro型号,比去年的交付周期,长了一周左右,可见大家对于苹果的高端机,依然是期待值非常高。 而在中国和印度市场,则是iPhone 17标准版交付时间更长,明显,苹果的这次加配、降价策略,对 中、印市场很有吸引力,毕竟5999元的iPhone 17标准版,确实吸引人。 另外从全球的主要市场来看,中国市场这次预售等待时间最长,超过了美国、印度、英国,可见中国人 有多喜欢苹果了。 另外,最不受欢迎的是Air机型,不管是在美国,还是在中国,印度,Air都是预订最少的机型,甚至在 美国、印度,Air的预订量,比去年的iPhone16 Plus还要少。 机构认为,为何Air不抢手,主要原因是它价格太高,电池小,摄像能力差,导致产品竞争力不足,用 户对轻薄反而不 ...
华尔街见闻早餐FM-Radio|2025年9月16日
Sou Hu Cai Jing· 2025-09-15 23:41
Market Overview - Investors widely expect the Federal Reserve to lower interest rates this week, with strong performance in tech stocks, pushing the S&P 500 above 6600 points and the Nasdaq to a record closing high for the sixth consecutive day [1] - Tesla saw a three-day rise, gaining over 7% intraday, recovering losses for the year [1] - Google's stock rose nearly 4.5%, reaching a market capitalization of $3 trillion [1] - CoreWeave's stock increased by over 7.6% [1] Economic Data - China's August economic data shows signs of "industrial slowdown, weak investment, and subdued consumption," leading to expectations for a new round of policy easing [11] - In August, retail sales growth slowed to 3.4% year-on-year, with significant declines in oil and petroleum product sales [11] - Fixed asset investment in China grew by only 0.5% year-on-year, with real estate development investment down by 12.9% [11] Company News - Tesla's stock rebounded significantly after Elon Musk invested $1 billion to increase his stake, with shares rising 7.5% on the day of the announcement [13] - Nvidia is under further antitrust investigation by China's market regulator for violating conditions related to its acquisition of Mellanox [13] - Alphabet's stock surged by 4.8%, pushing its market value past $3 trillion, driven by strong earnings and anticipated antitrust rulings [14] Industry Developments - The automotive industry in China is moving towards a "60-day payment term" for suppliers, with major companies like BYD and SAIC committing to this initiative [19] - The AI PCB supercycle is accelerating, with Citigroup raising the target price for Shenghong Technology to 447 yuan, citing ongoing supply-demand tightness [18] - Huawei is set to open its CANN architecture to developers, aiming to break Nvidia's dominance in the AI chip development ecosystem [24]