Core Viewpoint - Apple is making significant adjustments to its iPhone release strategy, focusing on high-end models and delaying the standard version of the iPhone 18 until spring 2027, which aims to encourage consumers to opt for more expensive models [2][21]. Group 1: Release Strategy Changes - Starting next year, Apple will only release the iPhone 18 Pro, Pro Max, and iPhone 18 Air, while the standard version will be postponed [2][3]. - This marks the largest change in Apple's release strategy since 2020, with a shift towards more frequent releases to compete with the Android market [3][4]. - The iPhone product line will be further segmented into distinct categories: Pro, Air, standard, and entry-level models, along with a new foldable series [4][21]. Group 2: Market Positioning and Consumer Demand - The diversification of the iPhone lineup is a response to the increasing complexity of consumer demands, as one model cannot satisfy all preferences [6][7]. - Apple's strategy aims to cover a broader price range, making the iPhone more competitive against lower-end smartphones in overseas markets [14][25]. - The company is expected to leverage the entry-level models to boost revenue, especially as higher-end models face declining sales [15][26]. Group 3: Product Differentiation - The gap between standard and Pro models has been widening, with standard versions increasingly serving as a contrast to highlight the Pro models' capabilities [17][18]. - The iPhone 16 and iPhone 17 have shown a trend of narrowing the performance gap, which may lead to a shift in consumer preferences towards Pro models [19][20]. - The upcoming iPhone 18 Air is anticipated to mature in technology and design, potentially replacing the standard version in the future [22][25].

Group 1 - Apple plans to adjust its iPhone product line by not releasing the base model "iPhone 18" next year to accommodate the expansion of its product lineup, particularly in anticipation of the upcoming foldable iPhone [1] - The company intends to launch four high-end flagship models in the second half of 2026, including iPhone 18 Air, iPhone 18 Pro, iPhone 18 Pro Max, and the first foldable iPhone 18 Fold [2] - The release of the base model iPhone 18 and iPhone 18e has been postponed to the first half of 2027 [2]

Group 1 - Apple is expected to hold two iPhone launch events annually starting in 2026, breaking the tradition of one event per year since the iPhone's inception in 2007 [1][2] - The strategy aims to address the declining market share, particularly in China, where Apple's market share fell to 13.7% in Q1 2025, marking seven consecutive quarters of decline [2] - The introduction of the iPhone 16e in February 2025 contributed to Apple's market leadership, achieving a 19% market share in the global smartphone market for Q1 2025 [3] Group 2 - The new launch schedule includes the release of multiple models, such as iPhone 17 and iPhone 18 series, along with Apple's first foldable iPhone, indicating a robust product pipeline [2] - The growth in sales is attributed to the success of the iPhone 16e and strong performance in emerging markets like India and the Middle East, despite stagnant sales in major markets like the US and Europe [3] - Analysts caution that potential trade barriers and economic uncertainties could lead to a slight decline in Apple's overall shipment volume for the year [3]