Apple officially unveiled its latest iPhone 17 series on September 10, and Taiwan Mobile's Chief Consumer Business Officer, Tony Lin, expressed strong confidence in the new models, forecasting sales growth of 20% to 30% during the launch period.

Apple's new generation iPhone 17 series has officially debuted, sparking renewed market discussion. The three new models each have distinct features. The iPhone 17 Pro series boasts a major redesign in appearance, the standard iPhone 17 is praised as the most cost-effective model ever, and the ultra-thin iPhone Air became another highlight of the launch event.

Sunny Optical Technology (Group) Company, a major supplier in the global optics supply chain, featured prominently at this year's China International Optoelectronic Exposition (CIOE), the industry's flagship trade show. With smart glasses and Apple's upcoming launches drawing renewed headlines, Sunny Optical has returned to the center of market attention.

Apple has reached a new milestone in its self-developed chips. Following the A and M series processors, as well as the debut of the C1 modem chip on the iPhone 16e in early 2025, Apple has now introduced its proprietary N1 wireless networking chip across the entire iPhone 17 lineup, which supports Wi-Fi 7, Bluetooth 6.0, and Thread smart home communication protocols. The introduction of the N1 means that Apple can further reduce dependence on external wireless chip suppliers such as Broadcom.

Apple is preparing to debut vapor chamber (VC) cooling in the upcoming iPhone 17 Pro, with Taiwan's Asia Vital Components (AVC) and China's Suzhou Tianmai Thermal Technology reportedly tapped as suppliers. The technology is hardly groundbreaking; Android brands have deployed VC since 2019, when 5G devices demanded slimmer designs with advanced thermal solutions. For suppliers, the delay highlights a familiar lesson: winning Apple's business requires stamina and long-term commitment.

Apple has officially launched its iPhone 17 series, signaling a major shift in its global supply chain strategy as geopolitical tensions and trade uncertainties persist. The company plans to gradually shift production of iPhones sold in the US to Indian factories, a significant departure from its traditional reliance on Chinese manufacturing.

China's large-scale industrial mobilization is on full display as the iPhone 17 enters mass production, with Foxconn's Zhengzhou factory reportedly operating at maximum capacity to meet global demand. Simultaneously, India's manufacturing sector is rapidly expanding, gaining attention as a potential hub for producing the entire iPhone 17 lineup. This dual narrative reflects broader tensions and evolving dynamics within Apple's supply chain ecosystem.

Apple's unveiled iPhone 17 series includes units manufactured in India, sparking significant discussion about the evolving dynamics in the company's global supply chain. Indian facilities are now assembling not only the standard model but also the iPhone 17 Pro and new iPhone Air, with a notable proportion of phones sold in major markets produced locally.

Momo reported consolidated revenue of NT$8.49 billion (approx. US$279.9 million) in August, marking a 4.4% month-over-month increase. However, since the beginning of 2025, monthly revenues have consistently shown single-digit year-over-year declines. The team acknowledged that domestic retail conditions remain sluggish and consumer confidence has dipped, but they are optimistic that expansion of their store platform business and the upcoming peak season in the second half of the year will help revive revenue momentum.

The foldable phone market has gained significant traction with recent product launches from Samsung Electronics and Vivo. Samsung continues to dominate Taiwan's foldable segment, capturing nearly 80% market share by sales revenue, supported by its strong brand recognition and product capabilities.

Apple has largely held steady on iPhone 17 pricing despite potential US tariffs on imported smartphones, introducing only a modest increase for the iPhone 17 Pro. The approach highlights Apple's effort to absorb tariff-related costs while remaining competitive in a tightening market.