Apple is entering the largest product innovation cycle in recent years. This will be a three-year in-depth strategic layout covering the five major product lines of mobile phones, watches, tablets, computers, and smart homes. In the second half of 2026, it is planned to launch more than a dozen new products, including folding screen phones and the iPhone 18 series. “This innovation cycle is unprecedented in scale, breadth, and depth. It is not only Apple's proactive response to the market slowdown, but also a key step in the transformation from consumer electronics to AI devices. It will have a big impact on China's 'fruit chain' sector.” Yue Yang, chief electronics analyst at Huachuang Securities, said. According to statistics, the Apple industry chain is very large, with the largest number of suppliers in China, accounting for about 45% of the world. The reporter's interview found that A-share “fruit chain” companies are undergoing a transformation of old and new kinetic energy, and many companies are expanding non-“ fruit chain” businesses and cultivating new profit growth points. In terms of expanding the second growth curve, IFF, Lansi Technology, and Lixun Precision have achieved results. Just as Wang Yujiong, chairman of Sunyu Optics, defined the company's transformation this way: “Making a mobile phone take good pictures is a matter of the past 40 years; making AI understand the physical world is a matter of decades to come.”
Zhitongcaijing · 1d ago
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Apple is entering the largest product innovation cycle in recent years. This will be a three-year in-depth strategic layout covering the five major product lines of mobile phones, watches, tablets, computers, and smart homes. In the second half of 2026, it is planned to launch more than a dozen new products, including folding screen phones and the iPhone 18 series. “This innovation cycle is unprecedented in scale, breadth, and depth. It is not only Apple's proactive response to the market slowdown, but also a key step in the transformation from consumer electronics to AI devices. It will have a big impact on China's 'fruit chain' sector.” Yue Yang, chief electronics analyst at Huachuang Securities, said. According to statistics, the Apple industry chain is very large, with the largest number of suppliers in China, accounting for about 45% of the world. The reporter's interview found that A-share “fruit chain” companies are undergoing a transformation of old and new kinetic energy, and many companies are expanding non-“ fruit chain” businesses and cultivating new profit growth points. In terms of expanding the second growth curve, IFF, Lansi Technology, and Lixun Precision have achieved results. Just as Wang Yujiong, chairman of Sunyu Optics, defined the company's transformation this way: “Making a mobile phone take good pictures is a matter of the past 40 years; making AI understand the physical world is a matter of decades to come.”
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