Soochow: The release of the iPhone 16 series is expected to drive a new round of growth in the industry chain of AI terminals.

Soochow released a research report stating that the release of the iPhone 16 series is expected to drive a new round of growth in the AI terminal trend across the industry chain. Apple is accelerating the construction of the AI terminal ecosystem, expected to lead a new cycle of upgrades and continuously create new demand under the support of the AI ecosystem, driving the continuous growth of the supply chain. It is recommended to pay attention to leading companies in various sectors: Goertek Inc. (002241.SZ) (acoustic zero components + AR and other new intelligent hardware leaders), Suzhou Dongshan Precision Manufacturing (002384.SZ) (increased soft board materials, dual-wheel drive of A+T customers), Luxshare Precision Industry (002475.SZ) (vertical integration leader); It is recommended to pay attention to specific sectors where the value and volume are expected to increase: Lens Technology (300433.SZ) (protective glass + upgraded structural components), Lingyi Itech (002600.SZ) (cooling solutions + battery structural components upgrade), Avary Holding (002938.SZ) (upgraded circuit board specifications), Zhuhai CosMX Battery (688772.SH) (upgraded steel shell battery solutions), Zhejiang Crystal-optech (002273.SZ) (innovative periscope lenses), Jones Tech Plc (300684.SZ) (upgraded graphite cooling materials), etc. Event: In the early morning of September 10th Beijing time, Apple held a fall product launch event with the theme "Highlight Moment." Apple launched the iPhone 16 series smartphones, Apple Watch Series 10 smartwatches, and AirPods 4 headphones, introducing the all-new Apple Watch Ultra 2 and AirPods Max in new colors. Apple Intelligence will be released later after approval from regulatory authorities. Apple Intelligence will be provided in the form of free software updates, with the first batch of Apple Intelligence features to be launched in October, supporting American English at launch and adding support for Chinese and other languages next year. The iPhone 16 series smartphones have been upgraded in various aspects: 1. Continuous improvement in chip performance: The A18 chip used in the iPhone 16/Plus adopts the second-generation 3nm process, with a 2+4 core CPU, performance 30% faster than the CPU of the iPhone 15, and also equipped with a 5-core GPU, 16-core NPU, and 35TOPS computational power. The Pro version is equipped with the A18 Pro chip, a 6-core CPU, 15% faster than the A17 Pro, and a 20% reduction in power consumption. The A18 Pro has a larger cache than the A18, supporting the next generation machine learning (ML) accelerator. In addition, the A18 Pro uses a desktop-grade architecture, with a 6-core GPU, providing 20% better performance than the A17 Pro. 2. Larger display screen area, addition of new camera control button: The iPhone 16 uses a new generation of ultra-ceramic crystal glass, with a slight improvement of 50% compared to the first generation. In terms of size, the iPhone 16 Pro is 6.3 inches, and the iPhone 16 Pro Max is 6.9 inches, the latter being the largest display screen in Apple's history, with the narrowest border ever. The entire series is equipped with "action buttons," with a capacitive "camera control" button added to the side with sapphire glass. With a simple finger slide, users can adjust exposure, depth of field, zoom, and other camera functions. The newly introduced new visual artificial intelligence features can also be quickly accessed through camera control. 3. Image upgrades: The 16 Pro/Max models are equipped with upgraded 48 million pixel ultra-wide-angle cameras, while the 5x periscope telephoto has been downgraded to the Pro model. The iPhone 16 Pro/Max supports recording 4K 120 FPS video, compared to the iPhone 15 series which can only record 4K video at 60 FPS. The first batch of Apple Intelligence will be launched in October, with a Chinese version scheduled for 2025: Apple Intelligence is deeply integrated into iOS 18 and iPadOS 18, making full use of Apple's chips for language and image understanding and creative capabilities. It can perform a variety of cross-app operations, combined with personal scenarios to simplify and speed up daily tasks for users. In terms of language, iPhones are equipped with intelligent text tools that can help users automatically handle input text. In terms of vision, Apple has given visual intelligence to the new generation iPhone series, allowing users to simply press the camera control button to allow AI to analyze the content in photos, further retrieve related information, perform translations, add schedule appointments, and query ChatGPT. Siri, as Apple's voice assistant, has become a major entry point for Apple Intelligence. Siri, which now supports text and voice input, also has screen-awareness capabilities, analyzing the content displayed on the user's current screen to further enhance its understanding of the user's personal context. The first batch of features will be launched in October, supporting only English, with additional language support including Chinese, French, Japanese, Spanish, and other languages next year. Apple Watch is larger and slimmer, while the basic AirPods model adds noise reduction for the first time: The event also introduced the redesigned Apple Watch Series 10, equipped with the new S10 chip and a new design, with the largest screen size ever in the Apple Watch series and features sleep apnea detection. Apple also launched the AirPods 4, equipped with the H2 chip, priced at $129, with the active noise-canceling AirPods 4 priced at $179.dsPro2 focuses on hearing health, with added features such as hearing protection and hearing test functions. The hearing test function allows users to check their hearing level by testing sounds of different volumes and frequencies for five minutes. Apple also launched an upgraded version of AirPods Max, which supports USB-C charging and three new colors."Hola, cmo ests?" "Hello, how are you?"