Oppenheimer notes that Perform-rated Apple (AAPL) updated Apple Watch, AirPod Pro, and iPhone lines on September 9. The iPhone family welcomes a new member, iPhone Air, a “curiously positioned” device in the firm’s view. With Air’s pricing and obvious shortcoming on battery life and imaging capabilities, it feels more like a one-time transition to a foldable iPhone in 2026, Oppenheimer argues. Shared across all new devices announced, the firm sees better power efficiency as the most significant improvement over previous models. Lastly, Oppenheimer sees new display, C1X chip in Air, and upgrades to Ceramic Shield as incremental positive to Universal Display (OLED), Ceva (CEVA), and Corning (GLW), respectively.
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