报告中称，iPhone需求强劲，开售以来截至10月12日国内全系激活量已达约400万台，预计iPhone与iPad出货量将步入稳健增长通道，为公司提供坚实的需求基本盘。iPhone摄像头模组每年持续迭代升级，是明确的价值增长主线。iPhone Pro Max机型的摄像头模组价值量从13系列到16系列增长了约37美元，最新推出的17Pro Max长焦镜头由16 Pro Max的1200万像素大幅升级至4800万像素，该行判断单机价值量年增趋势将延续，增厚公司收入。
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