B[UBS: Initial demand for the iPhone 18 Pro series is weak, maintaining Apple's "neutral" rating] On September 21, UBS maintained Apple's "neutral" rating and a target price of US$296 after tracking supply data after the iPhone 18 series was pre-sold, believing that the initial demand for the iPhone 18 Pro and Pro Max was relatively mild. UBS Evidence Lab's tracking of more than 30 markets shows that the average waiting time for the iPhone 18 Pro Max is about 23 days, about 2 days shorter than the same period last year, of which the waiting time in the Chinese market is shortened by about 4 days year-on-year; the average waiting time for the iPhone 18 Pro is about 16 days, also shortened by about 2 days year-on-year, and the Chinese market is about 10 days shorter than the same period last year. The United States is the only major market where the waiting time is extended year-on-year, increasing by about 1 day. UBS believes that the shorter waiting time may be related to the strong demand for the iPhone 17 series in the past year, the limited upgrade of the Pro series this year, and the increase in average selling prices. It also pointed out that Chinese market data may be affected by some consumers waiting for the launch of the Duo model next month. UBS therefore believes that it has not yet seen significantly higher-than-expected demand for the iPhone 18 Pro series. B[Apple 18 Pro series goes on sale, Pro Max premium exceeds 1,000 yuan, Pro was rejected] September 18th, today, reporters visited the launch of Apple 18 Pro series in Shanghai, Guangzhou and Shenzhen, and there were long queues at the scene as in previous years. In terms of second-hand recycling, recycling prices in the three places are similar. The reporter asked several "scalpers" who were recycling on-site and learned that around 10:30 a.m., ProMax can generally be recycled at an additional price of more than 300 yuan. Among them, many "scalpers" said that the red ProMax was more popular, with a maximum price increase of 900 yuan when it went on sale, and now it has dropped to about 500 yuan; blue is also popular, with a maximum price increase of 1,000 yuan when it went on sale, and the current price increase is about 400 yuan. As for the Pro model, many "scalpers" said they would temporarily refuse to accept it, and some people said it could be recycled at the same price as the official website. (Reporter Wang Biwei) B[Apple responds to the iPhone Duo fever, saying that iPhone Duo bloggers’ reviews are one-sided] September 17th, Film and Television Hurricane Tim recently released a review video of Apple’s first folding screen mobile phone, iPhone Duo. Tim said that the temperature of the Duo's body is controllable during daily use, but during video recording and high-load operation, the area under the camera heats up significantly, calling it "one of the hottest phones" he has ever reviewed. In addition, Tim said that when he tested it on the day of the Apple launch event, he unfolded the unfolded fuselage and found no abnormalities at the scene. Looking back at the video, I found that the external screen of the phone had flickered. In response to the above situation, Apple customer service responded that iPhone Duo has not yet started pre-sale in mainland China. The single device test by online bloggers is relatively one-sided. It is recommended that consumers go to offline stores to experience the product after it is officially released. Regarding the heating problem of the equipment, customer service said that it may take 3 to 5 days to adapt to the new equipment after it is received; if there is a heating problem caused by the hardware, it can be detected and dealt with by the technical team and offline stores. (China-Singapore Jingwei) A[Apple releases first folding screen, Lens Technology and other 6 A-share listed companies respond to supply situation] September 10th, Apple released its first folding screen iPhone Duo today. According to incomplete statistics, as of press time, six companies including Zhuhai Guanyu, Lens Technology, Rongqi Technology, Qiangrui Technology, Lingyi Intelligent Manufacturing and Hongfuhan responded to the supply situation of Apple’s folding screen mobile phone in interactive platforms or institutional surveys. Among them, Lens Technology participates in the supply of UTG glass, PET film, glass brackets, 3D glass covers, etc. for Apple’s foldable phones, and Rongqi Technology participates in the testing of VC heat dissipation in Apple’s folding screen mobile phones. B[Jeffrey: Apple will start a new product cycle, and folding screens will become a driver of higher profits] On September 7, Apple’s new CEO John Ternus will officially release the first series of new products after taking office on Wednesday, local time. Jefferies analyst Edison Lee said that Ternus’s debut on Wednesday marks the beginning of a three- to five-year new product cycle. This set of product plans had been finalized long before he took office, with the purpose of reviving consumers' willingness to purchase. "The iPhone market demand has become saturated, and they must focus on new product forms to drive demand for smartphone replacements... They cannot stick to the existing appearance form and expect consumers to be willing to continue to pay higher prices," Lee said. UBS analyst David Vogt predicts that Apple's foldable device sales will reach at least 10 million units in the first year of its launch, roughly equivalent to Samsung's foldable machine sales in the past 12 months. Although this figure is not high compared to Apple's total iPhone shipments of about 250 million units worldwide, it is enough to increase the average selling price of Apple mobile phones. Vogt said: "When you face supply chain pressure, produce more high-priced models and reduce the production of low-priced models." Consistent with the views of many analysts, Vogt expects Apple to raise prices across the entire iPhone product line this week, and this matter may attract as much attention as any cool new hardware. B[Apple’s stock price soared 2,275% during the Cook era, and Turners’ succession faced a high standard test] September 1st, Apple CEO Cook handed the reins to John Turners on Tuesday, bringing an end to his tenure. During his tenure at Apple, Cook not only consolidated the company's status as a global iconic brand, but also made Apple stock one of the most reliable investment targets in the market. Since Cook took over from legendary founder Steve Jobs on August 24, 2011, Apple's stock price has risen by 2,275%. At the time, he took over a company with a market value of less than $350 billion. Today, the company that produces iPhones and Mac computers has grown into a diversified technology giant with a market value of $4.6 trillion, and its business also covers areas such as Apple Watch, AirPods, and financial services. Turners will soon face his first big test. He is expected to launch a folding screen version of the iPhone, as well as other product updates, at a key conference next week.
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