The consumer electronics industry is constantly catalyzing, with another wave of new products expected to be launched in September

Recently, the consumer electronics sector led by AR glasses has become the strongest trend in the market, and the industry's peak season in the second half of the year is about to officially arrive, with multiple catalysts expected in September.

Apple New Product Launch Event

The iPhone 16 series is expected to be released in September 2024, with a possible official debut on September 10th, and Apple Intelligence is expected to be implemented.

In other new products, the Apple Watch Series 10 is expected to be released in the fall, possibly equipped with a more powerful chip, laying the foundation for possible Apple Intelligence features in the future. The Apple Watch Ultra 3 is also expected to be released in the fall, expected to at least match the new features of the Series 10 and may introduce new health sensors.

The iPad Pro is expected to be equipped with the M4 chip and a breakthrough ultra-fine XDR display. The prices of the iPad Air and the tenth-generation iPad may be reduced, bringing a completely new design. New versions of the MacBook Pro and iMac are also expected to be launched with more advanced chips.

In addition, Apple plans to release two different levels of AirPods 4, including a budget version and a higher-end version. Both models will come with a USB-C charging case and an upgraded earpiece design. The high-end version may feature active noise cancellation and support the "Find" function.

Meta to Launch New AR Glasses

According to BusinessInsider, Meta is expected to launch a new version of AR glasses in September 2024. Previously, the second-generation AR glasses Ray-Ban Meta achieved millions in sales.

In addition, in June of this year, the product director of the Star Meizu XR product department mentioned in a media interview that it is speculated that the second-generation AR glasses product will be launched in September and October this year.

CITIC Securities pointed out that AI smart glasses, as wearable devices, bring epoch-making efficiency to consumers at low cost, and are currently recognized as the most cost-effective AI hardware landing solution in the industry with huge potential. However, considering that the five major factors of heavyweight products + attention + shipments + penetration + performance have not yet been met, for AI smart glasses, the current situation is more like TWS earphones in 2015-16, and 2024 is a key turning point for the AI smart glasses field.

According to further calculations, the shipment of 50 million pairs of AI smart glasses will lead to a market value growth of 30-120 billion yuan for leading companies in various sectors.

Huawei Tri-Fold Phone

On August 9th, Huawei's first tri-fold screen phone was exposed. According to a well-known Weibo blogger, Huawei is actively preparing for a new product launch event, with multiple digital products including the Huawei tri-fold screen already on file. It is reported that the biggest highlight of the Huawei tri-fold phone is its unique dual-hinge design, with a screen size of around 10 inches when unfolded, setting new standards in product performance and pricing In addition, Guotai Junan pointed out that according to multiple media reports, Apple plans to launch two foldable devices in 2026, one being a foldable screen iPhone and the other a foldable screen iPad. Apple signed a panel supply contract for the foldable screen iPhone with the supply chain in late July, and the new product will adopt a vertical folding design similar to the Samsung Galaxy Z Flip series.

TF Securities stated that despite the downturn in the consumer electronics sector, demand for foldable phones downstream remains high. With the continuous decline in industry price bands, further promoting downstream demand is expected to achieve a positive cycle, and the continuous penetration of foldable screen phones in the next 3-5 years is highly anticipated.

Lenovo Introduces AI PC

Lenovo unveiled its AI PC series products in April this year. Yang Yuanqing revealed today that Lenovo will launch other chip versions of AI PC in September this year. Currently, the penetration rate of AI PC in the Chinese PC market is around 5%, and it is hoped to reach 10% by the end of this year.

According to Canalys, global shipments are expected to reach 44 million units in 2024 and are expected to reach 103 million units in 2025