Overview

• Xiaomi executive Lu Weibing said the 17 series has surpassed 1 million units sold, outpacing prior generations.
• Xiaomi is accelerating manufacturing and inventory, increasing Pro orders and adding a 1TB standard model run with deliveries starting October 5.
• Within the lineup, Pro Max leads sales with Pro in second, with Pro Max accounting for over half of purchases.
• A Morgan Stanley note reports stronger-than-expected early demand for iPhone 17, 17 Pro and 17 Pro Max, with iPhone Air interest described as weak.
• Supply-chain checks suggest Apple may lift second-half iPhone capacity toward roughly 90 million units as the firm raises its price target to $298 but stays cautious on near-term share performance.