AI功能于Apple硬件终端的应用，以及展示更多基于苹果私有云运算和三方模型所延申出的端侧AI功能。相信随着iOS18的推出，其AI应用将持续完善。同时，该行预计AI功能的融入有望加速还机周期，并促进后续苹果硬件产品的销售。CICC released a research report stating that the focus of Apple's September 10th event in Beijing will be on the adjustment of iPhone pricing, the demonstration of new AI features, the carrier channels, and the trade-in policies. The company recommends beneficiaries of hardware spec upgrades and market share increases, including Luxshare Precision Industry, BYD Electronic (00285), Sunny Optical Technology (02382), AAC Tech (02018), and Fit Hon Teng (06088).
As for the new iPhone 16 series, the bank expects major hardware specification upgrades to include processor updates, updates to the DRAM storage capacity, upgrading high-end models to larger screens, a new camera button, and optical specification upgrades for the Pro models. CICC predicts that this year's new iPhone will not have a significant price increase, but may cancel the 128GB version of the body, indirectly raising the starting price. As for AirPods, the bank expects this release to boost the shipment volume of the series. It is expected that AirPods 4 will be launched in this release.
As for the upgrade of AI features, CICC expects that it will be implemented as previously announced at the WWDC, with Apple Intelligence.
In terms of the application of AI features on Apple hardware terminals, and the demonstration of more edge AI functions based on Apple's private cloud computing and third-party models. It is believed that with the launch of iOS18, its AI applications will continue to improve. At the same time, CICC expects that the integration of AI functions is expected to accelerate the replacement cycle and promote the sales of subsequent Apple hardware products.
