接下来几年，苹果将在连续三年内推出三款全新机型，这里需要注意的是，该博主所提及的三款全新机型指的是三款不同形态、不同设计的新 机。 因为要推出三款新机，所以苹果要加快创新和研发步伐。 在经历了五年平淡的更新和颇具争议的选择之后，9月苹果对iPhone系列的全面重新设计开始初具雏形，包括全新的iPhone Air，还有经过重新 设计的iPhone 17 Pro系列。但就国内数据来看，iPhone Air可以说是比较失败的苹果新品，而iPhone 17 Pro系列则是非常成功。 知名苹果爆料人马克・古尔曼带来了苹果的最新爆料。 无论是功能方面还是发布时间安排方面，苹果iPhone将迎来迄今为止最大规模的升级。 结合多家媒体的消息来看，苹果将变革重点时间放在了2026年，在明年苹果将推出首款可折叠iPhone，随后在2027年推出一款全新的高端机 型。该设备将配备曲面玻璃屏幕，摄像头隐藏在显示屏下方。 除了产品线要调整外，苹果还在改变其新款iPhone的发布时间。 近年来苹果一般只会在6月举行新系统的发布活动，在9月举行新iPhone的发布活动，其余产品均在个别的月份直接上架。 而据相关媒体分析称，这一模式近年日益 ...

Core Insights - Apple has been operating in China for over 30 years, emphasizing deep collaboration with local supply chain partners, particularly in Jiangsu province, which plays a crucial role in Apple's global supply chain [3][5][7] - Over 80% of Apple's core suppliers have manufacturing facilities in China, with half of them located in Jiangsu, showcasing the region's industrial maturity and innovation [3][5][7] - Apple has significantly reduced its global carbon footprint by over 60% in the past decade and aims for 100% carbon neutrality across its supply chain and product lifecycle by 2030 [7][8] Supply Chain and Manufacturing - Apple's core supplier, Luxshare Precision, has expanded its operations in Jiangsu since partnering with Apple in 2011, covering key metal components and electronic modules [6] - AAC Technologies, another key supplier, has been collaborating with Apple since 2008, expanding its product range to include components for the latest iPhone models [7] - More than 90% of Apple's production in China utilizes renewable energy, with suppliers like Luxshare achieving 100% clean energy usage for Apple products [8] Talent Development and Training - Apple is committed to investing in talent development, providing world-class training opportunities for supply chain employees, including skills in robotics and leadership [8][9] - The company has established a $50 million Supplier Employee Development Fund, with 300,000 supply chain employees participating in various training programs this year [8][9] - Apple aims to continue supporting the growth of skilled professionals within its supply chain, contributing to the industry's overall talent pool [9]

全年最优惠、真优惠的天猫双11进入最后72小时狂欢。11月12日0点至11月14日24点，多重权益再发一波，各种惊喜福利将轮番 上演。 此外，还有这些福利不可错过：充值购物金可享折上折，在官方立减、消费券、品类券基础上，券后低至7.3折起；百补频道每 晚20点抢5折大牌全加桶；美妆大牌特卖会全新上线，低至2折；家电家装手机数码国补低至5折；运动户外超180家品牌加码，低至5 折；iPhone 17 Pro系列可领300元惊喜券，华为大额券至高优惠1500元…… 2025天猫双11最后一波，现货开卖至11月14日晚24点，错过等一年。 （注：此文属于央广网登载的商业信息，文章内容不代表本网观点，仅供参考。） 88VIP将迎来最后一波无门槛9折消费券，共计800元，可叠加官方立减85折等多重平台优惠，即领即用。 美妆、服饰、运动户外、母婴、宠物、食品等超15个热门品类官方补贴再加码，多券齐发，每人至高可领万元。 ...

Core Viewpoint - Apple has decided to postpone the release of the next-generation iPhone Air due to lower-than-expected sales, significantly impacting its supply chain [1][2]. Group 1: Product Release and Supply Chain Impact - Apple has informed internal engineers and external suppliers to remove the iPhone Air 2 development project from the 2026 fall release schedule, with no new timeline provided [1]. - Foxconn, one of the assembly partners for iPhone Air, has dismantled all but one production line and is expected to cease production by the end of the month [1]. - Another partner, Luxshare Precision, completed its production tasks by the end of October [1]. Group 2: Market Performance and Consumer Reception - The iPhone Air, positioned between the iPhone 17 standard and Pro versions, has not met sales expectations, partly due to its high starting price of $999 and compromises in key configurations [2][3]. - The iPhone Air's initial pre-order phase saw rapid sell-outs, but the market interest did not sustain after the official launch on October 22 [2]. - Complicated eSIM activation processes have deterred some consumers from purchasing the iPhone Air [2]. Group 3: Analysis of Market Positioning - Analysts suggest that the existing iPhone 17 Pro and standard models adequately meet high-end user needs, leaving little room for the iPhone Air to carve out a new market segment [3][4]. - Historical attempts by Apple to introduce new models like the mini and Plus have also failed to establish new market segments, indicating a pattern of challenges in expanding the iPhone lineup [3][4]. - The iPhone Air's ultra-thin design has been criticized for sacrificing user experience, with consumers favoring models that offer better performance and features [4][5].

Core Insights - Apple has decided to postpone the release of the next-generation iPhone Air due to lower-than-expected sales, significantly impacting its supply chain [1] - The iPhone Air 2 development project has been removed from the 2026 fall release schedule, with no new timeline provided [1] - Apple may redesign the iPhone Air for a potential launch in spring 2027 alongside the iPhone 18 and iPhone 18e [1] Product Details - The iPhone Air is positioned between the iPhone 17 standard and iPhone 17 Pro, featuring the thinnest body in iPhone history at 5.6 mm and weighing 165 grams [2] - It has a 5-level titanium frame made of 80% recycled titanium, ensuring both lightness and durability, and is the first smartphone to support only eSIM [2] Market Performance - The starting price of the iPhone Air is $999, which does not significantly differ from the standard high-end models, leading to consumer preference for the more feature-rich iPhone 17 standard or Pro versions [4] - The iPhone Air's initial pre-order phase saw rapid sell-outs, but the market enthusiasm did not continue post-launch, partly due to the cumbersome eSIM activation process [6] - Analysts predict that by Q1 2026, most suppliers will reduce their production capacity by over 80% due to the lack of demand for the iPhone Air [6] Historical Context - Previous models like the iPhone mini, Plus, and now the Air have failed to successfully carve out new market segments, with the mini being too small for most users and the Plus lacking sufficient differentiation in performance and price [7]

Core Insights - Apple has decided to postpone the release of the next-generation iPhone Air due to poor sales performance, which was originally planned for the fall of 2026 alongside the iPhone 18 series [1][2] - Significant production cuts have been made, with major suppliers Foxconn and Luxshare reducing their production lines for the iPhone Air, indicating a shift in focus towards the iPhone 17 Pro series [1][2] - Despite the postponement, Apple has not officially canceled the next-generation iPhone Air, and some development work is still ongoing [2] Production and Supply Chain - Apple reserved about 10% of its production capacity for the iPhone Air, but there is a surplus of inventory, with a significant portion unsold [2] - Foxconn has dismantled most of its iPhone Air production lines, leaving only one and is expected to cease production by the end of the month [1] - Luxshare stopped production of the iPhone Air at the end of October, contrasting with the substantial investment in production lines for the iPhone 17 Pro series [1] Market Performance - The iPhone Air has been criticized for its low value proposition in the Chinese market, with consumers preferring the more feature-rich standard iPhone 17 [3][6] - Initial sales data indicates that the iPhone Air accounted for only 3% of total iPhone 17 sales in the first ten days after launch, with activation numbers in its first week being around 50,000 units [3][6] - Apple's CEO Tim Cook did not mention the iPhone Air's sales performance during a recent earnings call, raising further questions about the model's viability [6] Consumer Preferences - Analysts suggest that the failure of the iPhone Air may stem from the existing iPhone lineup adequately meeting consumer needs, making it difficult for a fourth model to gain traction [6] - The positioning of the iPhone Air as an ultra-thin device has been seen as too niche, with compromises in user experience such as battery life and camera performance [6][7] - The challenge remains for manufacturers to balance thinness with performance, as future advancements may lead to consumer acceptance of such devices [7]

Core Viewpoint - The "Technology Innovation Golden Bull Award" was awarded to AAC Technologies for its strong technological innovation capabilities and comprehensive strength in the context of the Hong Kong stock market's recovery and asset value reassessment [1][3]. Group 1: Award Significance - The Golden Bull Award, established in 1999 by China Securities Journal, is regarded as an authoritative benchmark for measuring the comprehensive strength and investment value of listed companies in China's capital market [3]. - The award aims to recognize Hong Kong-listed companies that demonstrate strong comprehensive strength and forward-looking development strategies, particularly in areas such as artificial intelligence, new energy, and new materials [3]. Group 2: Company Performance - AAC Technologies is a global leader in sensory experience solutions and has received three individual championships in China's manufacturing sector [4]. - The company has filed over 18,000 global patent applications, with more than 70% being invention patents, and was selected as one of the "Top 100 Global Innovative Institutions" for 2025 [4]. - In the first half of 2025, AAC Technologies reported revenue of 13.32 billion yuan, an 18.4% year-on-year increase, and a net profit of 876 million yuan, a significant 63.1% increase compared to the previous year [4]. Group 3: Product Innovations - The unique WLG lens is expected to achieve a shipment volume of over 10 million units this year, which is equivalent to the total shipments of the past 2-3 years [4]. - The shipment volume of VC uniform heat plates is also on the rise, with an expected shipment of 150 million units in 2025 [4]. - In October, Apple's COO visited AAC Technologies to tour its fully automated ultra-thin heat plate production line, praising its innovation and implementation capabilities [4]. Group 4: Future Developments - AAC Technologies is developing a solution platform aimed at the AI sector, focusing on integrating stronger AI capabilities with physical hardware [4]. - The company aims to create unique penetration in fields such as smartphones, smart cars, robots, and AI glasses, potentially unlocking new development spaces [4].

Core Viewpoint - The "Technology Innovation Golden Bull Award" was awarded to AAC Technologies for its strong technological innovation capabilities and comprehensive strength in the context of the Hong Kong stock market's recovery and asset value reassessment [1][3]. Group 1: Award Significance - The Golden Bull Award, established in 1999 by China Securities Journal, is regarded as an authoritative benchmark for measuring the comprehensive strength and investment value of listed companies in China's capital market [3]. - The award aims to recognize Hong Kong-listed companies that demonstrate strong comprehensive strength and forward-looking development strategies, particularly in areas such as artificial intelligence, new energy, and new materials [3]. Group 2: Company Performance - AAC Technologies is a global leader in sensory experience solutions and has won three individual championships in Chinese manufacturing [4]. - The company has filed over 18,000 global patent applications, with more than 70% being invention patents, and was selected as one of the "Top 100 Global Innovative Institutions" for 2025 [4]. - In the first half of 2025, AAC Technologies reported revenue of 13.32 billion, a year-on-year increase of 18.4%, and a net profit of 876 million, a significant year-on-year increase of 63.1% [4]. - The growth in revenue and profit is attributed to the continuous improvement in the profitability of optical business and rapid growth in precision structural components, represented by heat dissipation products [4]. Group 3: Product Innovations - The unique WLG lens is expected to achieve a shipment volume of tens of millions this year, equivalent to the total shipments of the past 2-3 years [4]. - The shipment volume of VC uniform heat plates is also on the rise, with an expected shipment of 150 million units in 2025 [4]. - In October, Apple's COO visited AAC Technologies and praised its innovation and implementation capabilities, particularly regarding the fully automated ultra-thin heat plate production line used in the iPhone 17 Pro series [4]. Group 4: Future Developments - AAC Technologies is developing a solution platform aimed at the AI field, focusing on integrating stronger AI capabilities with physical hardware [4]. - The company aims to create unique penetration in sectors such as smartphones, smart cars, robots, and AI glasses, potentially unlocking new development spaces [4].

Core Points - Apple is tightening its sales channel management during the "Double Eleven" promotional period, prohibiting authorized dealers from engaging in any business with e-commerce platforms [1][2][4] - The company has issued a compliance commitment letter to dealers, outlining strict regulations against online sales or any form of indirect sales of Apple products [4][6] - Violations of these regulations will result in severe penalties, including the cancellation of dealer authorization and potential financial liabilities for any incurred costs [3][9][11] Sales Channel Management - Authorized dealers are explicitly forbidden from selling or promoting Apple products on any online platforms, including e-commerce, social media, and live streaming [4][6] - The compliance commitment requires dealers to only sell products in designated offline locations and to cooperate with Apple's sales supervision [7][8] - The penalties for violations include immediate cancellation of dealer status and shared penalties for related dealers in the same city [9][11] Market Strategy - Apple's strategy reflects a dual approach: tightening control over offline dealers while simultaneously promoting sales through official channels during the "Double Eleven" event [12][13] - The company is offering discounts on products through its official channels, such as a 300 yuan discount on the iPhone 17 Pro series, while maintaining strict pricing control to prevent price disruption from unauthorized online sales [13][16] - This approach aims to protect the pricing structure of the Pro series while allowing controlled discounts on standard models to compete with domestic brands [16] Financial Performance - Apple's recent financial report for Q4 of fiscal year 2025 shows strong global revenue of approximately $102.5 billion, with a year-on-year growth of 8% [15] - However, revenue from the Greater China region declined by 3.6% to approximately $14.49 billion, marking it as the only major market with a revenue drop [15] - The decline in China is attributed to supply constraints and increased competition from domestic brands, prompting Apple to reinforce its pricing strategy [15][16]

Core Viewpoint - Apple has issued a directive to its authorized dealers prohibiting any business dealings with e-commerce platforms, impacting their sales strategies during the upcoming Double Eleven shopping festival [1][6]. Group 1: Sales Policy Changes - Apple has communicated to its authorized dealers that any violation of the new online sales prohibition will result in the immediate termination of their authorization and partnership [3]. - A compliance commitment letter has been shared with dealers, mandating that sales must only occur in designated offline locations and forbidding any form of online sales or disguised sales [6]. Group 2: Financial Performance - In the fourth quarter of fiscal year 2025, Apple reported a revenue increase of 8% year-over-year, reaching $102.466 billion, with a net profit of $27.466 billion, marking an 86% increase from the previous year [7]. - iPhone sales generated $49.025 billion, reflecting a 6.1% year-over-year growth, although it fell short of market expectations due to supply constraints and underestimated demand for the iPhone 17 [7]. Group 3: Market Performance by Region - Revenue growth was observed in North America (6.1%), Europe (15.2%), and Japan/Asia-Pacific, while Greater China was the only market to experience a revenue decline of 3.6%, totaling $14.493 billion [8]. Group 4: Online Promotions and Competitive Landscape - Despite the new sales restrictions, Apple has initiated promotional activities on e-commerce platforms, including discounts on the iPhone 17 Pro series [9]. - The introduction of national consumption subsidies for mobile phones under 6,000 yuan has intensified price competition, prompting Apple to adjust its pricing strategy to maintain market share against domestic brands [10].