According to sources, since the iPhone 17 series officially launched on September 19th, sales momentum has remained strong, with current Apple website pre-orders still requiring a 3-4 week delivery wait time. Media reports indicate that following a robust first week of pre-sales, Apple has notified two suppliers to increase iPhone 17 daily production by at least 30%. Wedbush analysts point out that global demand for the iPhone 17 series is 10%-15% higher than last year's iPhone 16, driving Apple into a new growth cycle.

Additionally, OpenAI has reached a strategic partnership with Chinese "Apple supply chain" leader Luxshare Precision, with both parties set to jointly develop a revolutionary AI device for consumers. Lyon indicates that according to their channel sources, OpenAI is also in discussions with LENS and AAC TECH regarding component supply matters. Considering that OpenAI's device team core members all come from Apple, their choice to collaborate with Apple supply chain companies is reasonable. These initiatives are expected to bring new growth momentum to existing Apple supply chain companies.

Morgan Stanley analyst Erik Woodring published a research report showing that Apple iPhone 17/Pro series demand exceeds expectations, with overall shipment volumes looking optimistic. The analyst stated that based on supply chain sources and Apple Store delivery timeframes, early demand for iPhone 17, 17 Pro, and 17 Pro Max phones is strong, slightly exceeding their initial expectations, though iPhone Air demand has been relatively weak so far.

Supply chain surveys indicate that iPhone 17 series phones may soon see production capacity increases, with Apple planning to boost new iPhone production capacity to over 90 million units in the second half of this year, higher than the currently estimated 84-86 million units.

Related Apple supply chain Hong Kong stocks include: Q Technology (01478), Sunny Optical (02382), FIH Mobile (06088), AAC TECH (02018), LENS (06613), and GoerTek (01415).