凤凰WEEKLY . 以下文章来源于凤凰WEEKLY ，作者王动 来源丨凤凰WEEKLY（ID：phoenixweekly） 作者丨王动 有温度、有情感、有趣味 编辑丨章鱼 图源丨Midjourney 年底一直是科技厂商密集发布新品的时间点，但今年的情况有点不同。 以前新机发布会，大家都在比谁能把价格卷得更低。 今年的发布会，厂商都在忙着 给 涨价打预防针 。 12 月 25 日，小米 17 Ultra 正式发布。小米总裁卢伟冰在直播间坦言，这一代涨价"涨得有点多"， 最顶配的 1TB 版本比前代足足贵了 700 元。 这波内存涨价，用"癫狂"二字形容完全不过分。 以常见的 8GB DDR4-3200 频率内存条为例，在涨价潮爆发前，单根平均价格曾低至约 70元 左 右。 而截至2025年12月中旬，同规格产品的平均报价已飙升至 350元 左右， 涨幅高达 280% 以上。 卢伟冰口误报出799，全场掌声雷动 这已经不是小米第一次因为成本"破防"了，此前的 Redmi K90 发布时，起售价就已经悄悄上调。 不只是手机，平板、笔记本、整机……都迈上了涨价的快车道。 这些涨价背后，都有一个共同的推手： 内存。 ...

根据《 TrendForce 2026 红外线感测市场与品牌策略分析 》，随着品牌策略规划，五大关键议题: (1) 消费性电子市场-屏下3D感测、屏下距离传感器、生物感测； (2) 智慧座舱/先进驾驶辅助系统-驾驶/乘员监控系统； (3) 车用自动化-自动驾驶； (4) 工业自动化与人形机器人； (5) 光通信稳定于2026-2030年展开。 多样议题推升红外线感测应用市场规模，基于消费性电子、驾驶/乘员监控系统、车用/工业自动化应 用-光达， TrendForce 预估2030年IR LED、VCSEL、EEL市场规模于红外线感测应用市场将有望 攀升至22.14亿美金 。 Sams u n g 、 OPPO 、 v i v o 、 传 音 (Tr a n ssi o n ) 、 小 米 、 中 兴 (ZTE) 、 华 为 (Hu awe i) 、 荣 耀 (Ho n o r)、Mo t o r o l a等。 生物感测: 2 0 2 5年可见到Ap p l e Wa t c h Se ri e s 11以现有硬件下提升算法能力进而新增血压侦测 功 能 ， AirPo d s Pr o 3 导 入 皮 肤 传 ...

Core Viewpoint - Apple Inc is demonstrating strong iPhone demand as indicated by lengthening delivery lead times for its latest models across key global markets, with an Overweight rating maintained by JPMorgan analyst Samik Chatterjee [1] Group 1: Demand Indicators - In Week 14, lead times for iPhone 17 increased by one day, suggesting stronger year-over-year demand compared to the flat lead times of iPhone 16 during the same period last year [2] - Average lead times for iPhone 17 are now around five days, up from three days a year ago, indicating stronger and more durable demand heading into year-end [3] - Base-model lead times exceed one week, which is a primary driver of higher demand, while Pro Max lead times have expanded modestly over the past four weeks [3] Group 2: Global and Regional Trends - Globally, lead times for all iPhone 17 models rose compared to the previous week, with home delivery averaging nine days for iPhone 17, three days for Air and Pro, and six days for Pro Max [4] - In the U.S., lead times reached eight days for iPhone 17 and four days for Air, with Pro and Pro Max lead times extending to four and six days respectively, aligning with global trends [5] - In China, base-model lead times expanded modestly while Pro Max delays eased slightly, and in Europe, lead times increased modestly, with variations observed in Germany and the UK [6] Group 3: Availability and Market Performance - All iPhone models remained available for in-store pickup across China, Germany, and the UK, indicating sufficient supply despite increased lead times [7] - At the time of publication, Apple shares were down 0.94% at $275.65, reflecting market performance amidst these demand signals [7]

Core Viewpoint - Apple Inc. is experiencing a strong consumer response to the iPhone 17, but concerns about its long-term stock performance arise due to the company's challenges in the AI sector and the extended iPhone upgrade cycle [2]. Group 1: Analyst Insights - Jason Snipe from Odyssey Capital Advisors suggests selling Apple shares, citing the stock's 20% increase since August and the potential for a strong demand for the iPhone 17, but he believes the real opportunity lies in future developments, particularly with Siri and Apple Intelligence [1]. - The iPhone upgrade cycle in the U.S. has reached 35 months, with 63% of iPhone users keeping their devices for over two years, indicating a slowing replacement trend [2]. - Apple is losing its pricing advantage as it faces competition from companies like Samsung and Xiaomi, which can offer advanced features at competitive prices [2]. Group 2: Market Reactions - In Q3 2025, Apple shares rebounded as concerns over tariffs and the early adoption of its generative AI product eased, with positive sentiment stemming from the resolution of Alphabet's DOJ trial and healthy demand for the iPhone 17 [3].

Core Insights - The article discusses the positive momentum surrounding Apple's iPhone sales, highlighting that this cycle is the best since COVID-19, driven by new designs and features [2][5][9] - Apple's return to its core strengths in iPhone design and functionality is contrasted with its previous focus on artificial intelligence, which has not yet yielded significant results [3][6][8] - The company is experiencing a resurgence in China, with the base model iPhone sales doubling in the first 10 days of the iPhone 17 launch, indicating a potential for continued revenue growth [15][17] iPhone Sales and Market Performance - Analysts have noted a surge in iPhone sales following the introduction of new designs and features, such as improved camera systems and battery life [4][5] - The iPhone 17 is projected to achieve double-digit growth, a significant improvement compared to previous stagnation in sales [9][10] - The economic environment, including tariffs and competition from Huawei, has created both challenges and opportunities for Apple in the Chinese market [5][12] Artificial Intelligence and Future Risks - Despite the current success in iPhone sales, concerns remain regarding Apple's ability to innovate in artificial intelligence, especially with key talent leaving the company [8][12] - The upcoming update to Siri is critical; if it does not meet expectations, it could negatively impact Apple's long-term prospects [11][13] - The company is exploring partnerships with established AI players to enhance its capabilities, indicating a strategic shift in addressing AI challenges [12][13] China Market Dynamics - Apple's performance in China has improved significantly, with the base model iPhone sales doubling compared to the previous model, despite geopolitical tensions [15][17] - The ability to navigate the complex trade environment and maintain strong sales in China is crucial for Apple's revenue growth [16][17] - Tim Cook's recent diplomatic efforts in China are seen as beneficial for the company's standing in the region [13][14]

Core Insights - Apple has experienced a stock increase of approximately 20% since August, despite ongoing tariff discussions [1] - The company is expected to see significant demand for the iPhone 17, with average selling prices (ASPs) increasing by $100 for the iPhone Air and Pro models [2] - Future opportunities may arise from advancements in Siri and Apple intelligence, particularly with the anticipated iPhone 18 [3] Sales Performance - The iPhone Air has sold out in China shortly after its release, indicating strong demand [4][5] - The base model of the iPhone 17 is also performing well in China, aided by subsidies [5] Leadership and Strategy - Tim Cook's recent trip to China included meetings with commerce officials, where he hinted at further investments, though specifics were not provided [6][7] - There is a strategic shift towards reducing reliance on China for supply chains, with plans to increase iPhone production in India and other gadgets in Vietnam [8] Upcoming Developments - Earnings reports are expected in 13 days, which will provide insights into the performance of the iPhone 17 lineup [9]

Core Viewpoint - Apple Inc. is facing a potential peak in iPhone demand, with UBS maintaining a Neutral rating and a price target of $220.00, indicating a cautious outlook on the stock's performance [1] iPhone Demand Analysis - iPhone availability wait times remain elevated year-over-year, but have shown a flattening or decline for the second consecutive week [1] - In China, wait times for the iPhone 17 Base model decreased by approximately 5 days, while the Pro model saw a reduction of 2 days, suggesting easing demand due to previous Air model unavailability [2] - Demand for the Air model appears weak despite its new design, and wait times for Pro and Pro Max models have remained mostly unchanged year-over-year and week-over-week outside of China [3] - The expectation is that this year's iPhone lineup will follow a similar trend to last year's, with flattening or declining wait times unless new promotions are introduced to stimulate demand [3]

iPhone Demand & Product Strategy - Apple's iPhone demand, particularly in China, is strong, indicating success with current models [1][4] - The iPhone Pro model is expected to outsell the iPhone Air, suggesting consumers prioritize advanced features [6] - The iPhone Air is perceived as an "in-between" product, lacking a clear target audience and unique selling point [5] AI & Competitive Landscape - Apple's progress in AI is perceived as lagging behind competitors, posing a long-term liability [11] - The integration of AI into operating systems is not currently a game-changer, as evidenced by the availability of apps like ChatGPT on multiple platforms [10] - Meta's AI glasses are not an immediate threat to the iPhone, but could potentially reduce reliance on phones in the long term [16] - The development and adoption of AI technologies, similar to self-driving cars, will take time and may not happen overnight [15] Future Product Development - Apple is planning a full lineup of new phones, including a foldable phone and a curved glass model, in the coming years [11]

Core Viewpoint - Apple is experiencing positive demand for its new iPhone models, particularly in China, indicating a return to its strengths in hardware manufacturing rather than focusing on artificial intelligence [1][2][3]. Product Performance - The new iPhone models are being well-received due to their durability and improved battery life, suggesting that consumers are responding positively to the product itself [2][3]. - The iPhone Air is perceived as a less desirable option compared to the Pro model, which offers superior features such as better battery life and camera quality [4][6]. - There is a notable consumer interest in the Pro model, indicating that the momentum for Apple may be centered around existing models rather than new introductions [6]. AI and Competitive Landscape - Apple has not made significant advancements in artificial intelligence, which poses a long-term challenge for the company as competitors like Google and Meta are making strides in this area [11][12]. - The introduction of AI products, such as Meta's AI glasses, highlights the competitive pressure Apple faces, although the transition to AI-first products is not expected to happen immediately [15][16]. - Despite the current lack of AI integration, Apple can still focus on its core competency in phone manufacturing, with plans for future models that may include innovative features [11][18].

Product Launch & Features - iPhone 17 launch is a major event, akin to the Super Bowl for Apple [1][2] - iPhone 17 Pro offers a new design, enhanced performance, and next-level camera capabilities [2] - iPhone 17 Air provides pro performance in a thin, light design [3] - AirPods Pro 3 features live translation and a significant upgrade in audio quality compared to previous versions [6] - New selfie camera features include center stage, automatic readjustment for more people, and landscape mode selfies in portrait mode [8][9] - Picture-in-picture feature allows users to share their excitement during FaceTime calls [9] Sales & Supply - Trade-in values are high, and tariffs do not increase prices [4] - Phones may be available for free with carrier plans [5] - Supply is maintained in stores for walk-in customers and pre-orders [5] - Dubai, China, and India are experiencing strong demand [5][13] AI & Health - AI is integrated throughout Apple products, such as live translation, though not explicitly labeled as such [7] - Apple Watch is expected to notify 1 million (1,000,000) people about potential hypertension this year, addressing a global issue affecting over 1 billion (1,000,000,000) people [7] Manufacturing & Competition - Apple is open to competition in the foundry business and welcomes Intel's potential return [11] - Apple is investing in US manufacturing and training programs, such as the manufacturing academy in Detroit [12]