来源：环球网 【环球网科技综合报道】8月27日消息，据外媒MacRumors报道，苹果公司即将于当地时间9月9日上午 10点举行一场备受瞩目的发布会，主题为"前方超燃"。此次发布会将以iPhone为核心，推出一系列令人 期待的新品。 MacRumors方面表示，首先，苹果将推出超薄版iPhone 17，这款设备有望成为迄今为止最薄的iPhone， 厚度或仅为5.5毫米。尽管它仅配备单镜头摄像头，且电池续航时间可能有所妥协，但其超薄设计和全 新命名"iPhone 17 Air"仍让人充满期待。 除了超薄iPhone，Apple Watch Ultra 3也将成为发布会的一大亮点。据传，这款智能手表将具备卫星连 接功能，使佩戴者在偏远地区也能获得紧急帮助。这一功能无疑将提升Apple Watch Ultra 3的实用性和 安全性。 在音频领域，苹果终于要更新AirPods Pro了。新款AirPods将具备入耳式心率监测功能，并改进主动降 噪、提升音质和优化设计。这一升级将使AirPods Pro在竞争激烈的无线耳机市场中更具竞争力。 当然，iPhone 17 Pro系列也不容错过。苹果将重新设计这款手机的相机系 ...

Core Viewpoint - BOE Technology Group (京东方) has seen a significant stock price increase of 7.72%, reaching HKD 6.56, driven by news of its involvement in supplying OLED panels for the iPhone 17 series, specifically for the domestic version [1] Group 1: Company Involvement - BOE is one of three suppliers for the iPhone 17 series OLED panels, alongside Samsung and LG, with a focus on the iPhone 17 Pro series for the domestic market [1] - The company has recently established an OLED product line for the iPhone, although its supply volume is the lowest among the three suppliers [1] Group 2: Market Share and Production Capacity - Samsung is the primary supplier for the iPhone 17 series, expected to provide 70 million OLED panels, while LG is set to supply 43 million panels [1] - In the second quarter, market share for OLED panels supplied to Apple was as follows: Samsung 56.0%, LG 21.3%, and BOE 22.7% [1] - BOE previously supplied approximately 20% of the OLED displays for the iPhone 16 series, with an annual production capacity of 100 million panels [1]

Core Insights - Apple is set to enhance the market competitiveness of its first ultra-thin model, the iPhone 17 Air, by introducing a new exclusive "Sky Blue" color option [1][3] Group 1: Product Features - The "Sky Blue" color is described as a very light shade, almost gray-white, which changes subtly with light conditions and may appear white in low light [3] - The design inspiration for the "Sky Blue" color is linked to the Sky Blue version of the MacBook Air M4 series, but the iPhone 17 Air's version is expected to be softer and more transparent [3] - The iPhone 17 Air aims to replace the iPhone 14 Plus as a "lightweight flagship," featuring a record-thin body and for the first time, a 6.6-inch OLED screen with 120Hz refresh rate in a non-Pro model [3] Group 2: Market Strategy - Apple initially planned to apply a similar color scheme to the iPhone 17 Pro series but ultimately decided to reserve the deep blue option for Pro models, making "Sky Blue" exclusive to the iPhone 17 Air [3] - Industry analysts suggest that Apple's strategy may be to replicate the success of the iPhone 13 Pro's "Sierra Blue," which became the best-selling color in 2021, influencing the color trends in the smartphone industry [3] - The subtle style of "Sky Blue" aligns with younger consumers' preference for "low-saturation high-end" aesthetics [3]

Group 1 - CLSA's top stock picks include AAC Technologies (瑞声科技), Xiaomi, and SMIC [1] - The upcoming iPhone 17 Pro series is expected to feature a vapor chamber for enhanced thermal performance, with AAC Technologies supplying the thermal module [1] - AAC Technologies' optical business is projected to grow, contributing to a forecasted revenue of RMB 27.33 billion for 2024, a 33.8% year-on-year increase [1] Group 2 - AAC Technologies completed the acquisition of 80% of high-end audio system supplier "PSS" last February, leading to a revenue of RMB 3.52 billion from automotive and consumer acoustics products in 2024 [2] - The thermal business of AAC Technologies is expected to generate RMB 326 million in revenue for 2024, reflecting a 40.1% year-on-year growth [2] - AAC Technologies has become a major supplier of thermal modules for flagship smartphones in China, holding over 50% market share [2]

Core Viewpoint - The semiconductor industry is experiencing significant growth driven by advancements in AI technology and increasing demand for high-performance chips, with various companies making strategic moves to enhance their market positions [8][12][15]. Group 1: Industry Events - The General Administration of Customs reported that China's integrated circuit exports reached 526.4 billion yuan in the first five months, marking an 18.9% year-on-year increase [10]. - AMD launched two flagship AI chips, aiming to compete with Nvidia, with the MI400 potentially being a key turning point [8][15]. - TSMC announced plans to begin construction of its second wafer fab in Japan in the second half of this year [8][16]. - Qualcomm is set to acquire Alphawave Semiconductor for approximately $2.4 billion to accelerate its expansion into data centers [8][19]. Group 2: Industry Trends - According to TrendForce, the global wafer foundry industry is expected to grow by 19.1% in 2025, driven by strong demand for advanced chips and packaging technologies [12]. - The HBM4 memory is projected to start mass production in the second quarter of 2026, with HBM3e expected to dominate the market in 2025 [10][11]. - The average price of memory is anticipated to be influenced by HBM supply and demand dynamics, with a continued shift in the memory industry landscape [11][12]. Group 3: Company Developments - Micron Technology plans to expand its investment in memory manufacturing in the U.S. to approximately $150 billion, including $50 billion for R&D [16]. - TSMC and the University of Tokyo have established a chip research laboratory to advance semiconductor technology and develop local talent [16]. - Wolfspeed announced layoffs as part of a broader cost-cutting strategy while transitioning manufacturing to more efficient facilities [17][18]. Group 4: Market Dynamics - The price of server DDR4 and DDR5 memory is expected to continue rising in Q3, although the rate of increase may slow [21]. - Micron has officially notified customers of the impending discontinuation of DDR4 memory products [21]. - Nintendo's Switch 2 has achieved record sales, selling over 3.5 million units within four days of launch, indicating strong market demand [23].

Core Viewpoint - The iPhone 17 series is set to enter production, with a scheduled release in September 2023, featuring significant upgrades, particularly in the iPhone 17 Pro series, which will see its first major design change in seven years [1]. Group 1: Design and Aesthetics - The iPhone 17 Pro series will feature an aluminum metal frame with a new design that combines "partial aluminum + partial glass," along with a large rectangular camera module with rounded corners, enhancing its distinctiveness [3]. - A new sky blue color option will be introduced, similar to the latest MacBook Air, providing users with more personalized choices [3]. - The iPhone 17 Pro Max will have a slightly thicker body to accommodate a larger battery, promising improved battery life [3]. Group 2: Core Specifications - The iPhone 17 Pro will be powered by Apple's next-generation A19 Pro chip, manufactured using TSMC's updated third-generation 3nm process, which will offer slight performance improvements while optimizing energy efficiency [3]. - All four iPhone 17 models will feature Apple's self-developed Wi-Fi 7 chip, replacing the previous Broadcom chip, which is expected to significantly enhance network connectivity performance [3]. Group 3: Camera and Imaging - All four models will come standard with a 24-megapixel front camera, while the iPhone 17 Pro series will upgrade its telephoto lens to 48 megapixels [6]. - The Pro series will support dual video recording, allowing users to record simultaneously with both front and rear cameras, and will be the first to support 8K video recording, expanding creative possibilities for users [6]. Group 4: Performance and Thermal Management - The iPhone 17 Pro series and iPhone 17 Air are rumored to feature 12GB of RAM, enhancing Apple Intelligence capabilities and multitasking performance [6]. - All models will see internal design improvements for better heat dissipation, with the Pro series incorporating a heat spreader cooling system, marking a significant upgrade in thermal management for high-load scenarios [6].