Hong Kong Stock Concept Tracking | Apple is reportedly planning to release a new iPhone on September 10th, consumer electronics terminal demand is picking up (with concept stocks)
Apple plans to hold a product launch event on September 10th, unveiling new iPhones, watches, and AirPods, with expectations of a short-term rebound in consumer electronics demand. Analysts believe that AI technology will drive the acceleration of smart terminal upgrades. In the new product lineup, Apple Watch and AirPods will see innovation and upgrades. Meanwhile, Mac computers will gradually transition to the M4 processor. Investment firms Guohai Securities and CMB Securities are optimistic about the performance of Apple and related companies in the innovation cycle, emphasizing the importance of optical technology in the new wave of innovation
Insiders revealed that Apple is planning its largest product launch event of the year on September 10, where the company will unveil the latest iPhone, watch, and AirPods.
Although the specific time has not been announced yet, the company is preparing for this Tuesday date.
Following the launch, the new phones will go on sale starting September 20, in line with Apple's consistent practice in recent years.
Meanwhile, Apple's wearable devices will see significant changes. The Apple Watch Series 10 will be thinner but equipped with a larger screen.
Apple will also revamp its AirPods product line, introducing new low-end and mid-range versions.
For the first time, the company will offer noise cancellation on the mid-range AirPods, while the entry-level model will see its first update since 2019.
The company also plans to transition its Mac computers to the M4 processor later this year, but Mac updates typically come about a month after the annual iPhone launch event.
According to journalist Mark Gurman, Apple has scheduled a mandatory meeting for all Apple retail store employees shortly after the iPhone 16 launch event. These meetings will take place on the evening of September 12 or the morning of September 13, depending on the store.
Guohai Securities pointed out that the consumer electronics industry is at a triple turning point of short-term stabilization, innovation cycle arrival, and continuous catalysis of new products by giants. Short-term consumer electronics terminal demand is picking up, while AI empowerment of smart terminals in the medium to long term is expected to drive accelerated upgrades of phones and computers.
China Merchants Securities believes that AI-driven consumer electronics terminals are initiating a new round of innovation wave. We believe that optics remains the key component innovation focus for various terminals, with optimism for Apple's terminal product portfolio in the next three years of innovation cycle. Periscope lenses and high pixel count are the main themes of Apple's optical innovation. Domestic manufacturers have a certain industrial position and room for market share improvement in camera modules, lenses, micro prisms, and filters.
Apple Industry Chain Related Companies:
Camera Modules: Sunny Optical (01415), Largan Precision (02382);
iPad Main OEM: BYD Electronics (00285)