Canalys' research report pointed out that in the third quarter of 2024, the global smartphone shipment volume increased by 5% year-on-year, achieving growth for four consecutive quarters. Apple's market share reached 18%, ranking second. Canalys analyst Runar Bjørhovde emphasized: "In the third quarter of this year, Apple's shipment volume reached the highest level at the same period in history, bringing it closer than ever to the top spot in global shipment volume. The continued strong demand for the iPhone 15 series and older Apple models played a crucial role in its performance in the third quarter."

AI smartphones are currently in a stage of rapid penetration growth. According to the "Generative AI Mobile Phone Industry White Paper" jointly released by MediaTek and Counterpoint in May 2024, the stock scale of generative AI smartphones will increase from the million level in 2023 to 1.23 billion units in 2027, with a penetration rate increasing from less than 1% in 2023 to 43% in 2027, with a CAGR of about 187%. huaan Securities' research report pointed out that the new iPhones are already equipped with the hardware capabilities to support Apple Intelligence, and are expected to be gradually implemented in the future. At the current point in time, more emphasis should be placed on the NPI status of the iPhone 17 series in 2025, anticipating further hardware innovations.

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

luxshare precision industry is the core supplier of fruit wireless charging transmitters, the core assembler of AirPods, and the core supplier of Apple Lighting connectors. The company expects profits for the first three quarters to be between 8.849 billion yuan and 9.218 billion yuan, a year-on-year growth of 20% to 25%.

zhejiang crystal-optech and apple mainly collaborate on consumer electronics products. The company's infrared cut-off filters, narrowband filters, and optical films are used in Apple's consumer electronics products.