On July 31st, Apple CEO Cook announced on X platform that Apple Intelligence will open up a world full of new possibilities for users, and is pleased to see developers starting to use it for development. Previously, media reported that Apple plans to provide Apple Intelligence for early testing to software developers through iOS 18.1 and iPadOS 18.1 test versions as early as this week.

Apple Intelligence is Apple's latest personal intelligent system. According to media reports, in order to establish a foothold in the field of AI smartphones, Apple cooperates with OpenAI, integrates ChatGPT to Apple products, forming an "AI family bucket" including intelligent assistants, email summaries, image editing, automatic translation and other AI functions. In Apple's view, the launch of AI smartphones will drive Apple users' "replacement tide" and effectively boost mobile phone sales. In addition to Apple, Samsung, Huawei, Xiaomi, Vivo, OPPO, Honor and other mobile phone manufacturers have launched AI smartphones. Central China Securities research report believes that the new generation of AI smartphones is expected to drive the recovery of the consumer electronics industry.

According to the Financial Data Center, among related listed companies:

Lingyi Itech has been deeply involved in the consumer electronics industry for 17 years, providing one-stop intelligent manufacturing services and solutions. The company's clients in the consumer electronics industry include Apple, Huawei, OPPO, Vivo, Xiaomi, and others.

Luxshare Precision Industry is a leading consumer electronics company that has achieved comprehensive coverage of "parts -> modules -> systems" through internal and external growth. Sinolink Securities said that Apple is the company's super-large customer, which will benefit deeply from downstream volume.