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苹果2025年计划拓宽护城河:除了iPhone,有望发布更多产品

Apple plans to widen its competitive moat in 2025: in addition to the iPhone, more products are expected to be released.

Zhitong Finance ·  Jan 6 08:51

$Apple (AAPL.US)$ Plans to release 20 or more products by 2025, including a new MacBook Air that may launch as soon as this month, but service revenue will continue to be the main driver of growth.

Although the new iPhone may once again become a best-selling product for this technology giant, Apple will also release a series of new hardware products throughout this year.

SA Analyst Jonathan Weber stated: "The most important new product for Apple in 2025 will be the iPhone 17, but the company should also launch a new Apple Watch, new laptops, and Mac computers, and there might also be the next generation of Vision Pro."

"Housewares might be launched in 2025, and depending on their content, this could bring positive surprises. In any case, this year's growth will likely also depend on the growth of service revenue, a situation that has persisted for quite a long time."

According to some reports, the new MacBook Air models equipped with the M4 chip, in 13-inch and 15-inch versions, are expected to hit the market as early as this month.

Bloomberg's senior Apple reporter Mark Gurman mentioned at the end of December on X that the M4 MacBook Air will be released earlier than the new entry-level iPad, iPad Air, and iPhone SE, which are expected to be launched around March.

Gurman also hinted that Apple will launch a smart home display product called "Command Center". It will be similar to the company's HomePod device.

Tianfeng International Securities Analyst Ming-Chi Kuo believes that Apple will introduce a smart home camera in 2026 that will integrate with smart home display products.

Apple is also expected to launch AirTag 2 in mid-2025. This tracking device was first introduced in 2021 and is anticipated to feature updated wireless chips, improved speakers, and potential integration with Vision Pro. Additionally, the new versions of Mac Studio, Mac Pro, and Apple TV 4K are expected to be released in the first half of 2025.

Furthermore, later this year, possibly in September, consumers should expect to see the launch of iPhone 17 Pro and Pro Max, AirPods Pro 3, Apple Watch Series 11, and Apple Watch Ultra 3.

Vision Pro 2 may also be released later this year. The iPad Pro and MacBook Pro, equipped with the new M5 chip, could also be launched later this year, which will accelerate the applications of AI on the devices.

Julian Lin, head of Best of Breed Growth Stocks Investment Group, stated, "While products like AirTag or Vision Pro may not significantly change the financial situation, I believe these new products help further solidify the brand's moat, ultimately aiding in maintaining the growth of service revenue."

Editor/Danial

The translation is provided by third-party software.


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