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Report

Apple Launch Event Analysis

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September 19, 2025

Overview: Apple launched its latest iPhones, Watch and AirPods in the “Awe Inspiring” event on September 10. Some of the key highlights of the event include the introduction of the new iPhone 17 Air, redesign of the iPhone 17 Pro series, and the iPhone 17 base models getting some of the Pro features. Then there are also refreshes of the SE and Ultra watches, as well as a new 11 series. The AirPods Pro 3 also got an upgrade with Apple Intelligence and health features. In this report, we discuss our first impressions and implications from Apple’s launches in each segment.

Table of Content:

iPhone 17 Air: Apple’s move to a thinner form factor

iPhone 17 Pro Series and Base Series

Apple Watch: SE to drive demand

AirPods Pro 3: Beyond sound


Category

Industry

Smartphone

Service

Premium

Report Type

Report

Time Period

Other

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Author

Varun Mishra

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Varun is a Principal Analyst at Counterpoint Research based out of Gurgaon. In Counterpoint, he closely tracks mobile devices and ecosystem with a focus on Apple. He started his career as a Consultant with Infosys Limited where he was able to identify strategic avenues for business growth through deep research and analysis of markets and companies in various domains. He holds a Master of Business Administration in Marketing from Institute of Management Technology, Ghaziabad and a bachelor's degree from Coventry University, UK.