The iPhone 17 has sparked a wave of device upgrades, and these companies have been "confirmed" to enter the supply chain.

All signs indicate that the iPhone 17 may be more popular in the market than its predecessors.

A report from research firm Counterpoint shows that the early sales of the iPhone 17 series have been strong in the Chinese and US markets, with sales 14% higher than those of the iPhone 16 series. In particular, the sales of the base model of the iPhone 17 almost doubled in China.

The increase in the number of orders has further affected the shipping time. According to data from Apple stores and carriers, the shipping time for the iPhone 17 is longer than in previous years, with the waiting time extended by about 13% compared to last year. An analyst from Bank of America pointed out that this may indicate a broader "upgrade cycle." He said, "The longer the delivery cycle, the better the product cycle usually is."

Following the above news, Apple's US stocks rose about 4% locally, reaching a record high. Its total market value rose to $3.89 trillion, surpassing Microsoft to become the second - largest US company by market value. Institutions such as Evercore ISI are optimistic that the demand for iPhones will drive Apple's performance growth in the fourth quarter. They said, "The iPhone demand data indicates that it may exceed the average replacement cycle of iPhones."

Following the above news, Apple's US stocks rose about 4% locally, reaching a record high. Its total market value rose to $3.89 trillion, surpassing Microsoft to become the second - largest US company by market value. Institutions such as Evercore ISI are optimistic that the demand for iPhones will drive Apple's performance growth in the fourth quarter. They said, "The iPhone demand data indicates that it may exceed the average replacement cycle of iPhones."

Looking back at September 12, the day when the pre - sale of the iPhone 17 started, according to JD.com data, the sales volume of the iPhone 17 series exceeded the total sales of last year in just one minute after the pre - sale started, breaking the sales record.

What has triggered this round of "phone - replacement wave"? Orient Securities attributes it to the upgrades of the iPhone 17 series in core hardware aspects such as appearance, heat dissipation, and battery. Tianfeng Securities believes that with the release of the iPhone 17 series, Apple has completed a precise reconstruction of its product lineup: the standard version has made up for the shortcoming of a high - refresh - rate screen, the Air version has redefined the thin and light flagship with a thickness of 5.6mm, and the Pro series has broken through the performance boundary with its horizontal camera and VC heat dissipation system.

The institution pointed out that Apple is implementing a "technology for all" strategy, bringing high - end features to a wider user base to expand its user foundation, while maintaining brand premium with the Pro series, putting pressure on the Android camp.

It is worth mentioning that behind this "technology for all" practice, there are many A - share listed companies. For example, Yuhuan CNC (002903.SZ) said on the interactive platform that the company has provided grinding and thinning processing services for the appearance parts of products such as the iPhone 17 series.

In addition, according to news from Lens Technology (300433.SZ), Sabih Khan, the Chief Operating Officer of Apple, and his entourage visited Lens Precision in Taizhou, Jiangsu on October 14 to inspect Lens Technology's practices in intelligent manufacturing and other aspects. At the Taizhou factory of Lens Technology, Sabih Khan carefully watched the process of the middle frame of the iPhone 17 being processed from the initial raw materials into the final product through multiple precision processes.

In fact, the market has always been concerned about the opportunities in the "Apple supply chain" during the iPhone replacement wave. Since August this year, many Apple concept stocks such as Crystal Optoelectronics, Shennan Circuits, Lens Technology, and Luxshare Precision have received group "visits" from institutions, with each company receiving more than 200 research institutions. A research report from Tianfeng Securities said that with the iPhone 17 series leading the debut of multiple new products and comprehensive upgrades in chips, heat dissipation, and sensors, it is optimistic that the performance of the "Apple supply chain" will exceed expectations.

This article is from the WeChat official account "Kechuang Daily", author: Zhang Zhen, published by 36Kr with permission.