On June 17th, the consumer electronics sector collectively strengthened, and the Apple industry chain saw several stocks rise by 8.3% and 6.32%, respectively. According to rumors, Apple is developing a thinner iPhone model, which is consistent with the previous rumor of the new iPhone 17 Slim model.$COWELL (01415.HK)$Up 8.3%.$BYD ELECTRONIC (00285.HK)$Up 6.32%. According to rumors,$Apple (AAPL.US)$Apple is reportedly developing a thinner iPhone model, which is consistent with the previous rumor of the new iPhone 17 Slim model. The iPhone 17 Slim is said to feature an all-new design and be thinner than other iPhone models. Currently, the thinnest iPhone is the iPhone 6, which was released by Apple in 2014, with a thickness of only 6.9mm. However, the iPhone 17 expected to be released next year may break the "thinnest" myth held by the iPhone 6. According to previous rumors, Apple will release a "Slim" model in the iPhone 17 series, which will be a thin and large-screen flagship model designed to replace the current "Plus" model. The Slim version will have the same core configuration as the standard version of the iPhone 17 and will not have Pro-level configuration. In addition to the iPhone 17 Slim, Apple is also developing thinner versions of the MacBook Pro and iPad Pro, gradually expanding to the entire series of products.

It's worth noting that on June 11th, Apple held the WWDC2024 keynote speech, unveiling the personalized intelligent system Apple Intelligence. The company also updated the visionOS/iOS/iPadOS/macOS operating systems, etc. Apple Intelligence's core capabilities include text-to-text, text-to-picture, cross-app interaction and personal contextual understanding. It needs to use Open AI ChatGPT-4o as the cloud backup model and is equipped with most of the current AI functions, but there is no technological innovation that subverts the current AI generation starting line. According to Apple, with the help of Apple Intelligence, Siri, which was once referred to as "artificially stupid," is now able to do almost anything and has many powerful features, including custom AI-generated "Genmoji", intelligent eraser and GPT-4o access capabilities. According to Mark Gurman, the iPhone 16 series was equipped with only the "beta version" of Apple Intelligence when it was released, and some heavyweight new AI features are expected to be launched in 2025.

In addition, Apple continued to maintain its leading position in the global device ecosystem market share in the first quarter, accounting for 36% of global smart device revenue. However, according to the latest data released by research organization Counterpoint Research, Huawei HarmonyOS's share in the Chinese market rose from 8% in the first quarter of 2023 to 17% in the first quarter of 2024, while iOS share fell from 20% to 16%. Huawei HarmonyOS has surpassed Apple iOS for the first time in the Chinese market and become the second largest operating system in China. At the same time, the latest data shows a surge in the shipment of smartphones in China, of which about 3.5 million are from foreign brands, and the majority of them are iPhones. Based on last year's iPhone shipment of 2.3 million, Bloomberg estimated that iPhone shipments in April this year increased by 52% year-on-year. After a sharp drop in the first two months of this year, iPhone shipments rebounded in March.

According to analysts, the decline of the iPhone in China may soon come to an end because in a recent survey, consumers showed greater interest in upgrading to new devices. Bloomberg analysts Steven Tseng and Sean Chen said: "The continuously shrinking market share of the iPhone may soon stabilize in China because our latest survey shows that after being replaced by Huawei, Apple will become the favorite smartphone brand of Chinese consumers once again."

According to a research report from Huatai Securities, on June 11th, 2024, Apple held the WWDC 2024 keynote speech, unveiling the personalized intelligent system Apple Intelligence. The company also updated the visionOS/iOS/iPadOS/macOS operating systems. According to statistics from China Academy of Information and Communications Technology, the shipment of overseas smartphones (mostly Apple) in April this year increased by 52% year-on-year, and Apple is actively preparing for shipments in the Chinese region and offering discounts during the 618 promotion. In addition, the sales of Apple global market may be boosted by the support of AI application upgrade story. It is suggested to pay attention to the production capacity of new Apple machines in July and August, as well as the forecast of Apple's shipment volume this year.

Yes

According to analysts, the decline of the iPhone in China may soon come to an end because in a recent survey, consumers showed greater interest in upgrading to new devices. Bloomberg analysts Steven Tseng and Sean Chen said: "The continuously shrinking market share of the iPhone may soon stabilize in China because our latest survey shows that after being replaced by Huawei, Apple will become the favorite smartphone brand of Chinese consumers once again."

Huatai Securities' research report shows that on June 11, 2024, Apple held the WWDC 2024 keynote speech, unveiling the personalized intelligent system Apple Intelligence and updating the visionOS/iOS/iPadOS/macOS operating systems. According to statistics from China Academy of Information and Communications Technology, the shipment of overseas smartphones (mostly Apple) in April this year increased by 52% year-on-year, and Apple is actively preparing for shipments in the Chinese region and offering discounts during the 618 promotion. In addition, the sales of Apple global market may be boosted by the support of AI application upgrade story. It is suggested to pay attention to the production capacity of new Apple machines in July and August, as well as the forecast of Apple's shipment volume this year.

Edited by Jeffrey