US EditionApple iPhone 17 Event Recap: Reactions to iPhone Air, Apple Watches, AirPods Pro 3, More
Apple's iPhone 17 launch featured incremental upgrades but lacked disruptive innovation, triggering a $112 billion market value drop and prompting analyst downgrades amid AI competition concerns.
- On September 9, 2025, Apple unveiled the iPhone 17 family including the $799 iPhone 17 and $999 iPhone Air at the Steve Jobs Theater, powered by new A19 and A19 Pro chips.
- Ahead of the keynote, pre-event leaks reduced surprise, and analysts called the modest iPhone 17 updates incremental, while delayed AI upgrades fueled market skepticism.
- Apple emphasized hardware refinements like the ultra-thin iPhone Air measuring 5.6 millimeters with a titanium frame, A19 Pro chip, upgraded cameras including ProMotion on iPhone 17 Pro and Pro Max, and a 24-megapixel square selfie sensor enabling landscape selfies while held portrait.
- Initial trading showed a sharp sell-off after the event as Apple shares fell 1.5% post-September 9 unveiling and plunged 3.23% to close at $226.79, erasing more than $112 billion; DA Davidson and Phillip Securities downgraded Apple amid innovation and margin concerns.
- Looking to the months ahead, the holiday season will matter most as analysts warned Apple risks ceding ground in AI and faces 6.4% share declines this year amid rising pressure from Microsoft and Nvidia.
12 Articles
12 Articles
The Apple keynote of 9 September was probably one of the most interesting in recent years. The technical and aesthetic developments of the iPhone 17/17 Pro as well as the introduction of the new iPhone Air give Apple a new breath. But its silence on AI remains worrying, as evidenced by the 2% drop in its action at the end of the conference.
Apple unveiled the iPhone 17 at its September 2025 keynote, with improvements that go far beyond design. This new model combines an innovative front camera, an ultra-performance chip and a brighter screen, all in a format designed to last. With its elegant finishes, doubled storage capabilities and enhanced autonomy, the iPhone 17 is positioned as a versatile model, suitable for creative, professional and personal uses. Apple also incorporates i…
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