在新款iPhone的成功推动下，苹果公司有望十余年来首次超越三星，重新夺回全球最大智能手机制造商 的宝座。 11月25日，据媒体援引Counterpoint Research预计，今年9月发布的iPhone 17系列在美国本土和另一关键 市场中国均大获成功，吸引了大量消费者升级设备。 苹果2025年iPhone出货量将增长10%，而三星增速仅为4.6%。届时，苹果将占据全球智能手机市场 19.4%的份额，该市场整体预计增长3.3%，这将是苹果自2011年以来首次登顶。 苹果公司上月也释放了积极信号，称其销售增长快于预期，假日季度的收入有望接近创纪录的1400亿美 元，这为外部机构的乐观预测提供了支撑。 Counterpoint分析师Yang Wang指出，除了iPhone 17系列获得市场高度认可外，出货量增长的关键驱动 力在于换机周期到达拐点。 研究人员补充说，全球贸易紧张关系的缓和，以及美元贬值提振了新兴市场的购买力，都为苹果的增长 提供了助力。 展望未来，Wang预计苹果将进一步扩大领先优势。2026年即将推出的可折叠iPhone以及平价机型iPhone 17e都将助力销售增长。 据彭博此前报道，苹果预 ...

Core Insights - 2026 is anticipated to be a pivotal year for Apple, with significant product innovations expected across its core product lines, including foldable devices and smart home products [1] Product Innovations - The foldable iPhone is expected to launch in September 2026, featuring a 5.3-inch screen when folded and a 7.8-inch display when opened, powered by the A20 Pro chip and 12GB of RAM, with a starting price of $1999 [2] - The iPhone 18 Air will see targeted upgrades, including dual 48MP rear cameras and will launch alongside the foldable iPhone [3] - The entry-level iPhone 17e is set to debut in Spring 2026, featuring the A19 chip and likely incorporating the Dynamic Island feature [3] Mac Product Line - The MacBook line will see regular upgrades in early 2026, with a new entry-level model featuring a 13-inch LCD screen and A18 Pro chip priced below $999 [5] - Major innovations in the MacBook Pro line will include the introduction of OLED displays and touch functionality, aimed at competing with high-end Windows laptops [7] - The Mac Studio will be updated with M5 Max/M5 Ultra chips, and a new Studio Display is expected to feature miniLED technology [7] Smart Home Expansion - Apple plans to release a smart home control hub in Spring 2026, featuring a 7-inch display and priced at $350, integrating various smart home functionalities [8] - Upgraded versions of HomePod mini and Apple TV will be launched, featuring new IoT chips, with Apple TV potentially supporting Apple Intelligence features [9] Other Product Developments - The iPad line will continue to diversify with OLED iPad mini and A18 chip models, while the first smart glasses are not expected until 2027 [10] - The Apple Watch will receive a significant upgrade with the addition of Touch ID for enhanced security and convenience [10] - Apple's ongoing efforts to reduce reliance on external suppliers are evident in its development of in-house chips and technologies, enhancing product competitiveness [10]

苹果将推出多款廉价产品 @快科技：苹果将在2026年第一季度推出多款廉价产品，其中包括搭载A18 Pro的MacBook、入门版iPad，此外还有iPhone 17系列的最后一款 机型——iPhone 17e。 苹果计划于2026年第一季度发布首款低价MacBook，进一步下沉入门级笔记本市场。 该机最大的亮点是首次在Mac系列采用iPhone芯片——A18 Pro（2024年iPhone 16 Pro同款），台积电第二代3nm工艺，集成6核CPU、6核 GPU、16核神经引擎，支持Apple Intelligence。 值得注意的是，自2026年开始，苹果将彻底改变以往的产品节奏，9月份不会发布iPhone 18标准版，而是推迟到下一年初与"e"后缀机型同时 发布。 也就是，2026年下半年将发布iPhone 18 Pro Max、iPhone 18 Pro和iPhone 18 Air，此外还有苹果首款折叠屏iPhone。 2027年将发布iPhone 18和iPhone 18e机型，此后，iPhone标准版+e机型将常年维持在上半年发布。 鸭鸭说：谁能想到有一天苹果越来越便宜…… 何小鹏参观小米展台 @新 ...

Core Insights - Apple's entry-level model iPhone 16e has underperformed in sales, echoing the market struggles of the iPhone Air, raising concerns about Apple's mid-range market strategy [1][4] - The iPhone 16e, priced at $599, features an A18 chip, OLED display, and a 48MP camera, but its sales have not met expectations [4] - Despite the poor performance of low-cost models, Apple is not abandoning the mid-range market, with plans for the iPhone 17e and a fully upgraded iPhone Air 2 [4] Sales Performance - iPhone 16e's sales have been disappointing, similar to the iPhone Air, which is set to cease production by the end of the month [4] - The iPhone 17 series, in contrast, is experiencing strong market demand, with significant increases in production orders [5] Future Developments - The iPhone 17e is in preparation, expected to launch in spring 2026, featuring an A19 chip and potentially introducing the Dynamic Island feature [4] - The iPhone Air 2 is rumored to receive a comprehensive hardware upgrade, including a multi-camera system, increased battery capacity, and steam chamber cooling technology [4] Market Strategy - The sales challenges of the low-cost models may be attributed to pricing strategy and product positioning, as the $599 price point lacks competitive strength [5] - The gap in core functionalities between low-cost and high-end models has led consumers to hesitate in their purchasing decisions [5]

Core Insights - Apple is expected to achieve a revenue growth of 10% to 12% during the upcoming holiday season, significantly exceeding Wall Street's expectations, with projected revenues nearing $140 billion [2] - The year 2026 is anticipated to be a pivotal year for Apple, marked by the launch of new hardware and advancements in AI strategy, amidst challenges such as global regulatory pressures and tariffs [2] Product Launches - Apple plans to release several new products in early 2026, including a more affordable iPhone 17e, an entry-level iPad with A18 chip, and an updated iPad Air with M4 processor [3] - The Mac product line will also see updates, featuring MacBook Air with M5 chip and MacBook Pro models equipped with M5 Pro and M5 Max chips [3] Smart Home Strategy - Apple aims to enter the smart home market with the launch of its first smart display in March-April 2026, which will integrate with an upgraded Siri voice assistant [5] - The long-rumored foldable iPhone is expected to debut, alongside the iPhone 18 Pro, which will utilize Apple's self-developed C2 communication module [5] OLED Technology Adoption - Apple is progressively adopting OLED technology across its product lines, with plans for MacBook Pro to feature OLED screens by late 2026 to 2027 [10] - The iPad mini is set to be the first to adopt OLED screens in the upcoming updates, while MacBook Air will follow in 2028 [12] Retail and Supply Chain Adjustments - Apple is making strategic adjustments to its retail layout ahead of the holiday shopping season, indicating a focus on optimizing the customer experience [7] - Inventory levels for Apple TV and HomePod mini are tightening, suggesting imminent product upgrades [9] AI and Competitive Challenges - Apple faces challenges in the AI domain, particularly with Siri's performance, which has been criticized for its limitations [14] - The company is also contending with competition in the smart home market from Amazon and Google, as well as regulatory pressures affecting its App Store revenue [15][16] Management and Strategic Execution - Ongoing changes in Apple's management team may impact the company's strategic execution, raising concerns about consistency in decision-making [17] - Despite these challenges, Apple retains significant advantages, including strong cash reserves and a robust ecosystem, which are crucial for its transformation efforts [17]

Core Insights - Apple plans to launch at least 15 new products in 2026, marking a significant year for the company with the introduction of key features like Apple Intelligence [1] - Expected product releases include iPhone 17e, iPads with A18 and M4 chips, MacBook Air with M5 chip, MacBook Pro with M5 Pro and M5 Max chips, and new display models [1] - The company is set to continue its tradition of releasing new Apple Watch and iPhone models in the fall, alongside the anticipated first foldable iPhone [1] - Apple may introduce smart home security products, such as cameras, in 2026, and is likely to preview its smart glasses by the end of 2026, with suppliers already beginning small-scale production [1]

Core Insights - Apple Inc. is preparing for a significant year in 2026 with major product launches and potential executive changes while facing regulatory and tariff challenges [1][2][5] Product Strategy - The company is set to unveil a comprehensive artificial intelligence strategy and enter new markets, including smart home devices and foldable smartphones [1][4] - Apple plans to launch new hardware products to commemorate its 50th anniversary, including the iPhone 17e, an entry-level iPad with the A18 chip, and an iPad Air with the M4 processor [3] - The introduction of Apple's first smart display will mark the beginning of its smart home strategy, coinciding with upgrades to the Siri voice assistant [4] Financial Performance - Apple is projected to achieve holiday-quarter revenue growth of 10% to 12%, translating to sales between $137 billion and $139 billion, potentially marking its first-ever $140 billion quarter [3] Challenges Ahead - The company faces potential executive turnover, which could impact its product strategy [5] - Regulatory challenges and the ability to navigate tariff-related issues will be crucial for maintaining financial performance [6]

Core Insights - Apple Inc. is preparing for a significant year in 2026 with major product launches and potential executive changes while facing regulatory and tariff challenges [1][2][5] Product Strategy - Apple is set to unveil a comprehensive artificial intelligence strategy and enter new markets, including smart home devices and foldable smartphones [1] - The company plans to launch new hardware products to commemorate its 50th anniversary, including the iPhone 17e, an entry-level iPad with the A18 chip, and an iPad Air with the M4 processor [3] - Apple will introduce its first smart display in both speaker-base and wall-mounted versions, marking the start of its smart home strategy [4] Financial Performance - Apple is projected to achieve holiday-quarter revenue growth of 10% to 12%, translating to sales between $137 billion and $139 billion, potentially marking its first-ever $140 billion quarter [3] Executive and Regulatory Challenges - The company is bracing for potential executive turnover, which could impact its product strategy [2][5] - Regulatory challenges and the risk of increased tariffs pose significant threats to Apple's financial performance [2][6]

Core Insights - Apple plans to introduce variable aperture technology in the iPhone 18 Pro series, featuring a larger aperture for the 48MP telephoto lens, expected to improve low-light photography performance [1][2] - The release schedule for the iPhone 18 has been significantly adjusted, with the base model likely delayed until early 2027 to make room for a foldable iPhone [2][3] - The introduction of the "e" series, including the iPhone 17e, suggests Apple is adjusting its product cycle to fill market gaps, while potentially skipping the iPhone 19 naming and moving directly to iPhone 20 for the base model [3] Product Line Adjustments - The base iPhone 18 is expected to be released separately from the Pro series, likely in early 2027 alongside a model named iPhone 18e [2] - This change in release strategy may be aimed at creating market space for a highly anticipated foldable flagship product [2] Technological Enhancements - The iPhone 18 Pro and Pro Max will feature a larger aperture of at least F/2.0, an improvement over the F/2.2 aperture of the iPhone 17 Pro series [1] - The anticipated variable aperture technology will allow users to manually adjust the aperture based on lighting conditions, enhancing image and video clarity across different environments [1] Market Strategy - Apple continues to focus on equipping its top-tier models with exclusive hardware upgrades, maintaining high profit margins and solidifying its leadership in the global high-end smartphone market [3]

Core Viewpoint - The introduction of the iPhone 17e aims to address inventory issues and retain users who are considering switching to Android, while also providing a lower-cost option within Apple's ecosystem [1][11][13]. Product Specifications - The iPhone 17e is expected to feature a 6.1-inch screen, similar to the iPhone 16, and will adopt the "Dynamic Island" design, marking the end of the "notch" era for Apple [5][8]. - It is anticipated to use a modified version of the A19 chip, likely with 6 CPU cores and a reduced GPU configuration of 4 cores, which should suffice for its intended performance [8][10]. - The device will maintain a minimum of 8GB RAM and a 16-core NPU, with storage starting at 128GB, and will support USB 2.0 and 18W charging [10]. Market Strategy - The iPhone 17e is positioned as a budget-friendly option to retain users who are hesitant to upgrade from older models like the iPhone 11 or iPhone XR, without aiming for high-end performance [11][15]. - This strategy reflects Apple's need to adapt to a market where high-end sales growth has plateaued, and entry-level users are increasingly at risk of switching to Android [13][18]. Competitive Landscape - The introduction of the iPhone 17e is part of a broader strategy to cover a wide price range and product lineup, including the upcoming foldable iPhone, to maintain market share against competitors like Xiaomi and Huawei [16][18]. - Apple's approach to creating a diverse product line, while potentially diluting the brand's premium image, is seen as a necessary response to competitive pressures in the smartphone market [22].