DIGITIMES' study found that Apple launched the iPhone 17 series smartphones in September 2025 with notable hardware upgrades compared to its predecessor, adopting a "more features without price increase" strategy for the standard iPhone 17 model.
The new product line, iPhone Air, emphasized an ultra-thin body but featured weaker camera specifications and a relatively high entry price, significantly limiting its target customer base. Amid challenges in developing Apple Intelligence, the iPhone 17 is expected to attract budget-conscious or value-driven consumers looking to upgrade their devices.
DIGITIMES estimated that total shipments of the entire iPhone 17 series will reach approximately 82 million to 87 million units in the second half of 2025.
Chart 1: Key specification comparison between the iPhone 17 and 16 series
Chart 2: DRAM capacity across iPhone 11 to 17 series models (GB)
Chart 3: Display panel order allocation ratio for iPhone 16 and 17 series
Chart 4: Assembly order allocation ratio for iPhone 17 series, 2H25
Chart 5: US smartphone market share by major vendor, 2024-2025
Chart 7: Pricing changes for iPhone 16 and iPhone 17 series models in major countries
Chart 8: Assembly orders and shipments for iPhone 17 series models, 2025 (m units)
Chart 10: Apple iPhone shipments and 2H share, FY1H20-2H25 (m units)
