$Apple (AAPL.US)$
Latest industry survey:
iPhone 16 orders were cut by around 10M units for 4Q24–1H25, with most of the cuts affecting non-Pro models. As a result, iPhone 16 production for 2H24 is now estimated at 84 million units (down from around 88 million previously).
Following these cuts, total iPhone production for 4Q24, 1Q25, and 2Q25 is now fo...

$Microsoft (MSFT.US)$
Conclusions:
Microsoft’s demand for GB200 surpasses the total orders from other CSPs, with 4Q24 orders significantly increasing by 3–4 times.
Microsoft’s GB200 key component suppliers will begin mass production and shipment in 4Q24, contributing to their supply chain’s performance earlier than other CSPs.
Rev...

$NVIDIA (NVDA.US)$ As Nvidia's GB200 nears mass production, more components are gaining new suppliers, which helps reduce costs and improve quality control. However, it also signals rising competition within the supply chain. Two recent examples of key power components are:
1. Integrated base controllers: Previously supplied only by Delta Electronics, MPS has become the second supplier.
2. Voltage regulators: Initially supplied exclusively by MPS, Infineon and TI have now been added as new su...

$Apple (AAPL.US)$
1. Assembly orders almost remain unchanged. Suppliers had been asked to continue producing two Pro models during China's National Day holiday, indicating that demand for the Pro models has generally met expectations so far.
2. Some component orders for mid-November onwards have been slightly reduced (mainly for the 16 base model and 16 Plus), but by less than 3-5%, which is essentially negligible.
3. Demand for the 16 base model and 16 Plus remains ...

$Tesla (TSLA.US)$ 's stock price potential hinges on two pivotal factors: the "timeline visibility of earnings contributions" and the "ease of investor understanding and acceptance of its innovative business model."
Recently, Tesla's stock dipped after announcing Q3 deliveries, mirroring Nvidia's post-earnings call decline, due to key metrics not significantly surpassing investor expectations. However, the recent surge in Tesla's stock reflects ...

$Apple (AAPL.US)$
The new M5-powered Vision Pro is expected to enter mass production in 2H25. The main selling point will be the integration of Apple Intelligence with spatial computing. The major hardware change will be the processor upgrade to the M5 (currently M2) to significantly improve computing power and ensure the best Apple Intelligence user experience. Other hardwar...

$Qualcomm (QCOM.US)$ $Intel (INTC.US)$
Qualcomm's current key is to establish AI chip competitiveness
1. Device-side AI cell phone chips: Qualcomm has a strong advantage in this area and is Apple's biggest competitor.
2. Device-side AI PC chips: With the gradual optimization of WoA (Windows on ARM), Qualcomm's advantage will gradually emerge.
3. AI server chips: Qualcomm's weak point.
In the face of the AI era, Qualcomm's best strategy is to quickly re...

$Apple (AAPL.US)$
Initial indications are that the iPhone 16 series delivery times after pre-orders are shorter than for the iPhone 15 Pro Max & Vision Pro. A more accurate picture will emerge twenty-four hours after pre-orders begin.
Twenty-four hours after pre-orders began for the Vision Pro, the delivery time was 5-7 weeks (depending on different models or markets).
Twenty-four hours after pre-orders started for the iPhone 15 Pro Max (the best-selling model in th...

$Apple (AAPL.US)$
1. The 2024 shipment forecast for the iPhone 16 series increases slightly from 87–88 million units to 88–89 million units (compared to the 2023 iPhone 15 series of around 91 million units), mainly driven by higher demand for the iPhone 16 standard version. iPhone 16 standard version, iPhone 16 Plus, iPhone 16 Pro, and iPhone 16 Pro Max account for approximately 26%, 6%, 30...

$Apple (AAPL.US)$
Among the 2025 new iPhone models, only the iPhone 17 Pro Max will feature the following specifications:
1. 12GB DRAM (while the ultra-thin iPhone, iPhone 17, iPhone 17 Pro, and SE4 will all have 8GB). Enhanced on-device AI capabilities will likely be a major selling point for the iPhone 17 Pro Max.
2. An upgraded cooling system combining vapor chamber (VC) technology and graphite sheets. Other 2025 new iPhone models will continue to use graphite sheets alone for thermal manag...