According to media sources, Apple (AAPL.US) iPhone 17 has entered the mass production phase. Foxconn, as Apple's primary contract manufacturer for iPhones, is conducting peak season recruitment at its Zhengzhou facility. Research indicates that iPhone 17 is expected to see upgrades and value increases in SoC chip AI capabilities, thermal management, FPC flexible circuits, batteries, and back covers. Related stocks include: BOE VARITRONIX (00710), COWELL (01415), BYD ELECTRONIC (00285), AAC TECH (02018), LENS (06613), and FIT HON TENG (06088).

It is understood that Apple's new iPhone 17 series will likely be officially announced on September 9th US time, with pre-orders expected to open on September 12th and official sales beginning September 19th. Since the iPhone 17 Air replaces the Plus model, this year's iPhone 17 series lineup consists of iPhone 17 Air, iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max.

The flagship iPhone 17 Pro will feature seven major core upgrades:

**A19 Pro Chip** The Pro series will exclusively feature the new A19 Pro chip, while the standard iPhone 17 will use the standard A19 chip. Rumors suggest the iPhone 17 Air will be equipped with an improved version of the A19.

**Camera System Upgrade** All iPhone 17 models will upgrade the front-facing camera from 12MP to 24MP. For rear cameras, the telephoto lens will be enhanced to 48MP, achieving a triple 48MP camera setup.

**Record-Breaking 12GB RAM** To meet the demands of Apple Intelligence and other AI features, the Pro series will feature 12GB RAM for the first time, a 50% increase from the previous 16 Pro's 8GB, significantly enhancing multitasking capabilities.

**Anti-Reflective Scratch-Resistant Display** Pro models will adopt new anti-reflective, more scratch-resistant displays that retain the advantages of nano-textured glass while addressing its delicate maintenance issues.

**Pro Max Battery Expansion** The iPhone 17 Pro Max will have an increased thickness to accommodate the largest battery in iPhone history, further improving battery life.

**VC Vapor Chamber Cooling System** All models will upgrade their thermal management solutions, with the Pro Max exclusively featuring a dual "vapor chamber + graphite sheet" cooling system to handle the high heat generated by AI computations.

Analysis firm Jefferies points out that the iPhone 17 series (including non-Pro models) is expected to increase in price by approximately $50 compared to the previous generation. The iPhone 17 Pro is expected to start at $1,049, the iPhone 17 Pro Max at around $1,249, while the iPhone 17 base model price may remain unchanged at $799.

Tom's Guide analysis suggests that if the previous iPhone 16 Pro started at $999, then the iPhone 17 Pro is expected to start at $1,049; if the non-Pro entry model increases, it could reach around $849.

Goldman Sachs indicates that iPhone shipments during the 2025 shopping season are expected to reach 78 million units, with potential for further increases if the iPhone 17 series performs strongly upon launch.

Research suggests that the iPhone 17 major redesign combined with more comprehensive AI features is expected to further boost sales. Analysis indicates that iPhone 17 is expected to see upgrades and value increases in SoC chip AI capabilities, thermal management, FPC flexible circuits, batteries, and back covers.

**Related Concept Stocks:**

**BOE VARITRONIX (00710)**: First entry into the iPhone 17 Pro supply chain, exclusively supplying OLED panels for the China market version, with annual capacity of 100 million units supporting global expansion.

**COWELL (01415)**: Core supplier of front-facing camera modules (CCM) for Apple iPhone and iPad, deeply integrated with Apple, with the majority of revenue (over 90% in recent years) coming from Apple.

**BYD ELECTRONIC (00285)**: Leading global platform-based high-end manufacturing enterprise, providing casings and assembly services.

**LENS (06613)**: Major supplier of glass covers and metal casings for Apple, benefiting from average selling price increases, market share expansion, iPhone specification upgrades, foldable iPhone trends, and 3D glass adoption.

**AAC TECH (02018)**: The upcoming iPhone 17 Pro series may adopt vapor chambers for the first time to significantly improve thermal performance. AAC TECH will supply vapor chamber (VC) cooling modules for iPhone 17 Pro/Pro Max.

**FIT HON TENG (06088)**: As a subsidiary of Hon Hai Group (Foxconn), FIT HON TENG is an important member of Apple's supply chain. The company supplies connectors and charging modules for Apple and has also entered Apple's AirPods assembly business.