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Cailianshe News learned that industry media reported that Apple plans to hold a fall new product launch conference on September 10th local time. The most powerful artificial intelligence (AI) machine iPhone16 series is about to be launched. It is reported that the new iPhone will fully adopt the new A18 series chips to meet the needs of the subsequent AI function Apple Intelligence.

1. Release of Apple Intelligence, iPhone 16 new phone sales are expected

Southwest Securities Research Report pointed out that Apple released Apple Intelligence at WWDC2024 in June. The company has been increasing spending to promote Apple Intelligence services. Based on the advantages of system-level AI, cross-application information integration capabilities, end-cloud integration, and differentiated deployment methods of private cloud services, Apple Intelligence will bring a new round of innovation and growth cycle to Apple, or drive the demand for replacement of Apple hardware products. As Apple's first generation of AI mobile phones, the iPhone16 series has attracted much attention in the market. By integrating Apple Intelligence to provide users with more intelligent personal intelligence services and user experience, it will promote a significant upgrade of iPhone product strength, and sales prospects are promising.

Western Securities believes that from a hardware perspective, the new phone may achieve all-round upgrades in chips, memory, heat dissipation, PCB, batteries, acoustics, structural parts, etc.; AI innovation combined with hardware upgrades is expected to fully stimulate the demand for replacement of existing users and drive a new round of growth in the industrial chain.

2. Related listed companies: Luxshare Precision, Zhilifang, Zhongshi Technology

Luxshare PrecisionIt is a leader in consumer electronics, and through endogenous and exogenous growth, it has achieved comprehensive coverage of "parts → modules → systems". Guojin Securities said that Apple is the company's super-large customer and has benefited greatly from the downstream expansion.

Smart CubeIt is a leader in the optical inspection equipment segment and has established long-term and stable cooperative relationships with major customers such as Apple.

China Stone TechnologyWe are the core heat dissipation material supplier for major customers in North America.