Apple Unveils New iPhone 16 Series, iWatch, and AirPods, with a Focus on AI​ and Hardware​ Upgrades

Apple has officially released its new iPhone 16 series, iWatch Series 10, iWatch Ultra 2, and the new AirPods‌ series, featuring significant upgrades in AI, hardware, and design.⁢ According to Minsheng Securities, Apple’s investment ⁤in end-side generative AI is expected ​to drive ​a ​new wave of mobile phones this year and next.

Apple’s New Product Lineup

Apple’s new product lineup includes:

• iPhone⁣ 16 series, with starting prices ranging ⁣from $799 to $1,199, featuring an upgraded A18 chip, ultra-wide-angle + integrated main camera, and a titanium appearance⁢ for the Pro series.
• Apple Watch Series 10 and Watch Ultra 2, with starting prices of $399 and $799, respectively, focusing on large area and​ light weight, with aluminum metal and polished titanium metal ⁣being 10%/20% lighter ‍than the previous generation products.
• AirPods series,⁤ with updates to‍ the entire series, including AirPods 4 starting at $129, AirPods‌ Pro 2 starting⁤ at $249, and the ‌new color⁢ AirPods ‍Max starting at $549.

AI-Driven Hardware Upgrades

Apple​ Intelligence, as the core of the‍ personalized AI system, requires high​ computing power chips and memory to accommodate large models. Apple customized the A18 for the iPhone 16, ‌using the latest 6-core CPU and desktop-level GPU architecture. The energy ⁤efficiency is significantly improved compared to the ‍previous generation.

The heat dissipation structure and materials of ⁣iPhone ⁣16 have been upgraded, with a 100% recycled aluminum metal heat dissipation⁤ substructure. With the continuous iterative‍ upgrade of the AI end-side model, ⁤Minsheng Securities predicts that many ⁣of Apple’s⁣ design innovations next year will focus ⁣on heat dissipation, ​and⁣ the iPhone’s heat dissipation ‍solution will usher in changes.

Investment Opportunities

Minsheng Securities recommends paying attention to companies that may benefit from Apple’s upgrades, including:

• Luxshare Precision (002475.SZ)
• Lingyi Intelligent‌ Manufacturing (002600.SZ)
• Lens Technology (300433.SZ)
• Pengding Holdings (002938.SZ)
• Goertek (002241.SZ)
• Crystal Optoelectronics (002273.SZ)

Release Schedule

The new iPhone 16 series will be available⁢ for pre-order at 8 pm ​on ⁤September 13 and will be officially ​released on September 20. Apple Intelligence will be launched ⁣with software updates, with the English version launching in the United States in October and expanding to other countries in the following months.