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guotai junan research report pointed out that iphone 16 is expected to be released in september 2024. the arrival of the replacement cycle and the partial implementation of ai functions are expected to drive shipment growth. at present, major customers are actively stocking up, and the upstream industry chain is optimistic. in july 2024, apple launched the ios18.1, ipados18.1 and macossequoia15.1 beta versions to developers, equipped with some ai functions such as writing tools and voice transcription. it is expected that the complete apple intelligence function will be launched in the first half of 2025. combined with the release of new se and slim models in 2025, it is estimated that iphone sales will exceed 250 million units in 2025. in addition, apple products equipped with ai functions will increase the performance requirements for components and pcbs, drive the value of hardware upward, and the apple chain is expected to usher in an increase in both volume and price. (this article comes from china business network)