苹果发布会倒计时：AI赋能的iPhone 16即将到来，果链公司迎来新机遇？
元描述： 苹果将于9月10日凌晨举行秋季发布会，即将发布的 iPhone 16 系列将搭载苹果智能（Apple Intelligence）AI 技术，并可能迎来涨价。此外，苹果将部分产能转回中国内地代工厂，A股相关产业链公司有望持续受益。
引言：
苹果的秋季发布会一直是科技界的盛事，每次都吸引着全球的目光。今年的发布会更是备受瞩目，因为传言苹果将把其最新的 AI 技术整合到 iPhone 16 中，打造一款真正由人工智能驱动的智能手机。这不仅意味着 iPhone 16 可能会成为市场和消费者认可的“AI 手机”，也意味着 A股相关产业链公司将迎来新的发展机遇。
Apple Intelligence：iPhone 16 的“高光时刻”？
苹果在今年的 WWDC 上正式发布了其 AI 技术——Apple Intelligence。据悉，Apple Intelligence 将整合到所有新款 iPhone 中，为用户带来更智能、更便捷的体验。
iPhone 16 值得期待的升级：
- A18 芯片： iPhone 16 系列将搭载 A18 和 A18 Pro 两颗全新的 SoC，采用台积电第二代 3nm N3E 工艺打造，拥有更强大的 NPU 算力，为 Apple Intelligence 提供了硬件基础。
- 内存升级： 为了应对 Apple Intelligence 对内存的需求，iPhone 16 和 iPhone 16 Plus 的运行内存将首次提升至 8GB。
- 独立拍照按键： 传闻 iPhone 16 系列将配备一个独立的触摸式拍照按键，支持对焦、拍照、滑动变焦等操作，进一步提升用户体验。
价格上涨的可能：
Zino 分析师认为，Apple Intelligence 的加入可能会导致 iPhone 16 的价格全面上涨，因为这项技术需要更高的研发成本和更强大的硬件支持。
A股市场：果链公司或将持续受益
随着 iPhone 16 将于 9 月 10 日凌晨发布，A股市场上苹果产业链相关公司的股价也出现了一定波动。
产能回流：
有消息称，苹果已将部分产能转回中国内地代工厂，比亚迪、立讯精密等大厂均加入 iPhone 16 供应链，成为苹果最新代工伙伴。
行业需求热度提升：
中银国际研报指出，苹果产业链需求热度已有所显现，9 月和 10 月份是消费电子新产品上市的旺季，苹果公司对新产品销售信心较强。
投资机会：
平安证券指出，iPhone 16 有望成为市场和消费者认可的“AI 手机”，相关产业链公司有望持续受益。建议关注立讯精密、江波龙、鹏鼎控股、东山精密、蓝思科技、领益智造、歌尔股份、顺络电子、环旭电子、德明利等公司。
华鑫证券观点：
华鑫证券表示，苹果即将到来的新品发布会有望带动产业链新一轮投资机会，建议关注立讯精密、赛腾股份、领益智造、东山精密、鹏鼎控股、环旭电子、博众精工、思泉新材以及中石科技等公司。
业绩修复：
“果链”三巨头立讯精密、歌尔股份、蓝思科技 2024 年中报盈利修复，业绩表现较为出色。
市场表现：
昨日苹果产业链震荡走高，今日苹果产业链个股表现分化，科森科技涨停，荣旗科技涨近 5%，胜利精密涨近 2%，精测电子涨近 1%。
关键词： 苹果发布会，iPhone 16，Apple Intelligence，AI 手机，果链，产业链，立讯精密，歌尔股份，蓝思科技
Apple Intelligence: The Future of iPhone?
Apple's upcoming Fall launch event is just around the corner, and anticipation is building for the unveiling of the new iPhone 16 series. This year, however, there's a buzz surrounding a groundbreaking feature: Apple Intelligence, the company's AI technology that is rumored to be integrated into all the new iPhones.
What is Apple Intelligence?
Apple Intelligence, unveiled at the WWDC earlier this year, is Apple's foray into the world of generative AI. This technology aims to enhance user experience by providing more intelligent and personalized features, making the iPhone smarter than ever before.
iPhone 16: A Glimpse into the Future
The iPhone 16 promises to be a game-changer, powered by Apple Intelligence and a host of impressive upgrades:
- A18 Chip: The Foundation of Power: The iPhone 16 series is expected to be powered by the A18 and A18 Pro chips, built on TSMC's second-generation 3nm N3E process. This advanced technology boasts a powerful NPU, providing the necessary horsepower for Apple Intelligence to thrive.
- Memory Boost: Fueling the AI Engine: To handle the demanding requirements of Apple Intelligence, the iPhone 16 and iPhone 16 Plus will reportedly feature a significant memory upgrade, with 8GB of RAM.
- Dedicated Camera Button: Capturing Memories with AI: Rumors suggest that the iPhone 16 series will come equipped with a dedicated touch-sensitive camera button. This button will allow for seamless focusing, taking photos, and even using zoom gestures, enhancing the overall photographic experience.
Price Hike? A Possible Outcome
While Apple Intelligence promises a plethora of benefits, it might also lead to a price increase across the iPhone 16 lineup. Analyst Zino predicts that the advanced technology and required hardware upgrades could contribute to a higher price tag.
The Impact on the Stock Market: A New Era for "Fruit Chain" Companies
The upcoming release of the iPhone 16 has already sparked some activity in the stock market, with companies in the Apple supply chain seeing fluctuations in their share prices.
A Shift in Production: Back to China
Reports suggest that Apple has shifted a portion of its production back to mainland China. This move has benefited companies like BYD and Luxshare Precision, which have become key suppliers for the iPhone 16.
Increased Industry Demand: A Positive Sign
According to a report by CICC, the demand for Apple's supply chain is heating up. With the launch of new products around the corner, Apple seems confident in the success of its new devices.
Investment Opportunities: A Focus on Key Players
Analysts at Ping An Securities believe that the iPhone 16, with its integration of Apple Intelligence, has the potential to become the AI smartphone of choice for consumers. This could lead to sustained growth for companies involved in the Apple supply chain. Key players to watch include:
- Luxshare Precision
- GigaDevice
- 鹏鼎控股
- East Mountain Precision
- Lens Technology
- Leader Intelligence
- Goertek
- Sunlord Electronics
- Huasun Electronics
- Demingli
Huaxin Securities' Perspective:
Huaxin Securities also sees the upcoming Apple launch as an opportunity for investors to capitalize on the supply chain's growth. The brokerage firm suggests keeping an eye on:
- Luxshare Precision
- Saiteng Group
- Leader Intelligence
- East Mountain Precision
- 鹏鼎控股
- Huasun Electronics
- Bozhong Precision
- Siquan New Materials
- Zhongshi Technology
Strong Performance: "Fruit Chain" Giants Show Growth
The "Fruit Chain" giants, Luxshare Precision, Goertek, and Lens Technology, have reported solid performance in their 2024 mid-year reports, showcasing strong earnings recovery.
Market Performance: A Mix of Gains and Losses
Yesterday saw a surge in the Apple supply chain, with a few stocks experiencing significant gains. Today, the market is showing some divergence, with Kosen Technology hitting the daily limit, Rongqi Technology climbing nearly 5%, Shengli Precision increasing by almost 2%, and Jingce Electronics gaining nearly 1%.
Conclusion: A New Era of AI-Powered Innovation
The upcoming Apple launch promises to be a defining moment in the evolution of smartphones. With the integration of Apple Intelligence, the iPhone 16 series could redefine the user experience and reshape the tech landscape. The potential for growth in the Apple supply chain is undeniable, making it a compelling area for investors to consider.
FAQ:
Q: What is Apple Intelligence and how will it impact the iPhone 16?
A: Apple Intelligence is Apple's generative AI technology that will enhance user experience on the iPhone 16 by providing more intelligent and personalized features. It will be integrated into all the new iPhones.
Q: What are some of the key upgrades expected in the iPhone 16 series?
A: The iPhone 16 series is expected to feature the powerful A18 chip, an 8GB RAM upgrade for the standard models, and a dedicated camera button for enhanced photography.
Q: Will the iPhone 16 be more expensive?
A: Analysts predict that the iPhone 16 could see a price increase due to the advanced technology and hardware upgrades required for Apple Intelligence.
Q: Which companies in the Apple supply chain are expected to benefit from the iPhone 16 launch?
A: Several companies in the Apple supply chain, including Luxshare Precision, BYD, Goertek, and Lens Technology, are expected to see increased demand and growth due to the iPhone 16 launch.
Q: What kind of market performance is expected for Apple supply chain stocks?
A: Apple supply chain stocks have already experienced some fluctuations in the market, with some companies showing strong gains while others are experiencing more balanced growth.
Q: What are some investment opportunities in the Apple supply chain?
A: Investors should consider companies like Luxshare Precision, GigaDevice, 鹏鼎控股, East Mountain Precision, Lens Technology, Leader Intelligence, Goertek, Sunlord Electronics, Huasun Electronics, and Demingli, as they are expected to benefit from the iPhone 16 launch.
