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2025 Apple Autumn Press Conference: Toothpaste-squeezing innovation, market value evaporated by 370 billion overnight

2025-09-10 14:00:29 HKT

2025 Apple's autumn new product launch conference, the theme is "Awe dropping (Ultra-burning in front)", with surprises but not many.

1. AirPods Pro3 real-time translation, heart rate monitoring, noise reduction, and improved battery life by four hours.

2. The scratch-resistant and shell-selling iPhone is alive for a long time. Can Jobs tolerate it?

3. It is said that Apple's toothpaste is "squeezing". The standard version of the iPhone 17 series is equipped with a 120Hz adaptive refresh rate screen and 256GB storage for the first time. It is equipped with an A19 chip and the screen has increased to 6.3 inches. Apple CEO Cook said, "(the new iPhone means) the biggest leap in the iPhone so far."

4. JPMorgan Chase gave a "mixed and sad" evaluation of Apple's performance in the 2025 fall press conference, and Apple's market value has evaporated by more than 370 billion yuan overnight, indicating that it has not exceeded market expectations. Of course, "lack of disruptive innovation" is already a habit, and this decline is also a small matter for Apple.

It is probably also the capital market that has not seen Apple's eye-catching performance in AI intelligence.

5. China is destined to be an indispensable part of the "fruit chain", but India's proportion is increasing. At the same time, as Huawei's mobile phone share in the high-end market increases, the pressure on Apple phones will only increase.

AI layout is lagging, and Apple has no highlights in AI. If you talk about the advantage, it is just one word "stable", but the market does not wait for anyone.

6. The iPhone 17 Pro model is expected to be popular and becomes the main force in the domestic market, but I always feel that the development of smartphones is over, even Apple is really not working hard. In addition, the standard version is also good, and it is very cost-effective compared to the previous iPhone.

Cook previously reduced the price of 16pro and changed from Xiao Tiantian to Madam Niu. It is indeed paving the way for the iPhone 17 Pro. The electronics industry is always flirting with the new and old.

7. Apple's goal is to continue to convince the world to pay for "design, experience, habits and ecology."

8. For iPhone 17 series, iPhone Air and other products, Apple has launched a cross-body lanyard priced at 479 yuan, with 10 colors available. It must be said that this price is worth the word "Apple".

9. It solved the old problems of 60Hz and slow charging. It seems that Cook does not know what competitiveness is and what conforms to public opinion, but that "the time is not right."

10. The 5.6mm iPhone Air is indeed thin. The back panel uses a super porcelain crystal panel, and the frame is titanium, which is not so easy to be bent.

11. Apple Watch Series 11 offers high blood pressure notifications and sleep scores, as well as up to 24 hours of battery life and a 2x scratch-resistant display.

This can be regarded as a major update, and of course it is more of a warning stage now.

12. Apple Watch SE 3 is equipped with an S10 chip and an all-weather display, supporting core functions such as gesture control, heart rate notification and fall detection. It supports fast charging for the first time in terms of battery life. It can get 8 hours of usage time after charging for 15 minutes. In addition, 5G network support is worthy of praise.

13. The first introduction of satellite communications capabilities of Apple Watch Ultra 3 is a highlight, which can attract those who love outdoor sports.

14. The Apple Watch 11 starts at US$399 (2999 yuan from the bank of the country), the Apple Watch SE 3 starts at US$249 (1999 yuan from the bank of the country), and the Apple Watch Ultra 3 starts at US$799 (6499 yuan from the bank of the country).

In short, the iPhone 17 is still very competitive. If you want to buy a mobile phone, it is expected that other manufacturers will definitely bring out more competitive products in about half a year. Of course, if you want to buy and enjoy it early, there is no need to say more.

Tim Cook's business talent is not to be said, but he is about to retreat. Before he leaves, Apple products cannot expect much innovation. As for what he will be like in the future, it is another story.

Maybe until then Apple will launch a real "AI trick" to compete with Huawei's "three folds" and other competitors.

Hopefully by then, the tariff issues that plague Apple and other companies will have a good solution. #No. 1 Creator Incentive Program#

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