As the 2025 Apple presentation is set to take place at 1 AM Taiwan time on September 10, the market is focusing on new products such as the iPhone 17 series, Apple Watch Series 11, and AirPods Pro 3.
With the invitation released, the investment atmosphere continues to heat up, and recently, Apple’s stock price has shown significant strengthening, with Taiwan’s supply chain and concept stocks seen as short-term topics by institutional investors.
Apple Launch Event Highlights: New Products Fully Upgraded
This year’s Apple Autumn Launch event will not only feature a complete redesign of the iPhone, but also simultaneous updates for wearables and accessories, covering smartphones, smartwatches, headphones, and tablets. Analysts point out that these upgrades will boost demand for Taiwan’s chips, thermal management, optics, and assembly shipments.
iPhone 17 Series: The Thinnest Body Ever Launched
- iPhone 17 Air has a thickness of only 5.5–6.3mm, featuring a 6.6-inch OLED display and A19 chip, and for the first time, adopts a self-developed 5G modem.
- iPhone 17 Pro / Pro Max (Ultra) introduces the A19 Pro chip, 12GB of memory, and 8K video recording capabilities, along with VC thermal management technology, driving demand for thermal modules from Taiwanese manufacturers.
Apple Watch Series: Health Monitoring Upgraded
- Series 11 introduces high blood pressure detection, with a larger screen and more intuitive interaction.
- Ultra 3 supports sleep apnea monitoring and satellite communication, equipped with the S10 chip.
- SE 3 features a plastic body and the S9 chip, solidifying its position in the mid-range market.
AirPods Pro 3: Headphones Enter Medical Applications
The new AirPods Pro 3 will be equipped with the H3 chip and heart rate detection functionality, with enhanced noise cancellation. Analysts point out that the demand for acoustic components and health monitoring modules will increase simultaneously.
Additionally, the market is looking forward to the launch of new products such as the M5 iPad Pro, Apple TV 4K (supporting Apple Intelligence), and AirTag 2.
Apple Event Benefits Taiwan Supply Chain, Vendor List Released
Within Apple’s vast supply chain system, Taiwanese vendors have long occupied a core role. Analysts analyze that with the upgrade of new products, semiconductor, optical, thermal management, and assembly factories will significantly benefit.
| Domain | Company Name (Stock Code) | Key Benefits |
|---|---|---|
| Semiconductors and Chips | Taiwan Semiconductor Manufacturing Company (2330) | Manufacturing A19 / A19 Pro and M5 chips |
| MediaTek (2454) | First entry into Apple Watch modem chips | |
| Novatek (3034) | Stable supply of display driver ICs | |
| ASE Technology Holding Co. (3711) | Increased demand for high-end packaging and testing | |
| Assembly and System Integration | Foxconn (2317) | Over 60% of iPhone assembly and expanding production in India |
| Pegatron (4938) | Responsible for specific iPhone models | |
| Quanta Computer (2382) | MacBook and server OEM | |
| Optics and Lenses | LG Innotek (3008) | Front camera upgraded to 24 million pixels, Pro series periscope lens 48 million pixels |
| Yantra (3406) | New lens mass production boosts shipments in the second half of the year | |
| Thermal and Acoustic | Qisda (3017), Double A (3324) | Main suppliers of vapor chamber (VC) thermal management technology |
| Beneficial (2439) | Advantage from AirPods Pro 3 acoustic and health module | |
| Other Beneficial Manufacturers | Wistron (2313), Auer Precision (4958), Yageo (2327), Delta Electronics (2308), Kinsus (2474), Unimicron (3037) | Benefiting from soft boards, passive components, power supply, enclosures, and antenna substrates |
Apple Stock Prices Rise, Analysts Optimistic About Short-Term Topics
On August 26, Apple stock prices increased by 0.95% to $229.31, indicating market anticipation for new product launches. Analysts pointed out that related supply chain stocks often react in advance of product announcements, providing short-term trading opportunities.
KGI Securities analysis notes that while the upgrade of iPhone 17 is impressive, AI smartphones and foldable devices remain the focal point of market observation, with a potential upgrade wave occurring in 2026. However, leading companies with technical barriers, such as TSMC and Largan Precision, are still considered targets for medium to long-term investments.
Disclaimer
This article is provided by TechDuker for informational purposes only and does not constitute any investment advice or recommendations for financial products. The stock and cryptocurrency markets are highly volatile, and investors should carefully assess their risk tolerance and consult qualified professionals when necessary. TechDuker is not responsible for any losses resulting from investment decisions or actions.
Investment Outlook and Risks of Apple Concept Stocks
Experts remind us that although “Apple concept stocks” have a thematic effect, investments should still be wary of risks such as US-China trade tensions, inflation pressures, and declining consumer power. If new product upgrades do not trigger a wave of upgrades, the actual contribution of the supply chain may fall short of expectations.
Overall, the 2025 Apple launch event will once again highlight the key position of Taiwan’s supply chain. Institutional investors suggest focusing on leading companies while strictly controlling risks and operating cautiously.
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