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$Apple(AAPL.US$ $Taiwan Semiconductor(TSM.US$
Although there have been rumors of increased orders for iPhone 16 orders from time to time after WWDC, recent earnings calls from two key Apple suppliers (TSMC and Largan) have hinted that the iPhone 16 orders may not have increased.
1. TSMC: We did not see kind of unit growth suddenly increased.
2. Largan: Orders for high-end models this year are similar to last year.
My understanding is that some suppliers have seen ...
Although there have been rumors of increased orders for iPhone 16 orders from time to time after WWDC, recent earnings calls from two key Apple suppliers (TSMC and Largan) have hinted that the iPhone 16 orders may not have increased.
1. TSMC: We did not see kind of unit growth suddenly increased.
2. Largan: Orders for high-end models this year are similar to last year.
My understanding is that some suppliers have seen ...
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$Apple(AAPL.US$ $SUNNY OPTICAL(02382.HK$
Becoming Apple’s new camera module (CCM) supplier: doubling revenue has become an achievable long-term goal
1. Sunny Optical will become Apple’s new CCM supplier in 2025, with mass production and shipments in Vietnam for the CCM of the new M5 series MacBook models. Given that Sunny Optical is a first-tier CCM supplier in the...
Becoming Apple’s new camera module (CCM) supplier: doubling revenue has become an achievable long-term goal
1. Sunny Optical will become Apple’s new CCM supplier in 2025, with mass production and shipments in Vietnam for the CCM of the new M5 series MacBook models. Given that Sunny Optical is a first-tier CCM supplier in the...
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Ming-ChiKuo Tracking
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$Apple(AAPL.US$
1. My latest supply chain survey indicates that Apple plans to mass-produce new AirPods with camera modules by 2026, featuring an IR camera similar to the iPhone Face ID receiver (not the transmitter).
2. Foxconn is the new product introduction (NPI) supplier for the IR camera, with an annual capacity plan of 18–20 million units, or about 10 million AirPods....
1. My latest supply chain survey indicates that Apple plans to mass-produce new AirPods with camera modules by 2026, featuring an IR camera similar to the iPhone Face ID receiver (not the transmitter).
2. Foxconn is the new product introduction (NPI) supplier for the IR camera, with an annual capacity plan of 18–20 million units, or about 10 million AirPods....
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$Taiwan Semiconductor(TSM.US$
As Taiwan Semiconductor Manufacturing Company (TSMC) approaches the "trillion club" milestone, Wall Street's major brokerages, including Goldman Sachs and JPMorgan Chase, have revised upwards their target prices for the chipmaker this week. The bullish sentiment stems from the soaring demand for AI-related products and the anticipated price hikes by the company in 2025, both of which are expected to bolste...
As Taiwan Semiconductor Manufacturing Company (TSMC) approaches the "trillion club" milestone, Wall Street's major brokerages, including Goldman Sachs and JPMorgan Chase, have revised upwards their target prices for the chipmaker this week. The bullish sentiment stems from the soaring demand for AI-related products and the anticipated price hikes by the company in 2025, both of which are expected to bolste...
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1. $NVIDIA(NVDA.US$ CEO Jensen Huang recently stated that the company aims to release a new version of its flagship AI chip annually. While this strategy enhances Nvidia’s competitiveness, it presents execution challenges, most notably the need to accelerate the supplier certification process while simultaneously accelerating system de...
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Ming-Chi Kuo: $Apple(AAPL.US$ From my observations and personal experience, many people buy the Vision Pro and stop using it after just a few tries. If this is a common user case, simply creating a downgraded version with a more affordable price won't solve the problem.
AVP shipment estimation this year is currently 400-450k units.
The global TV market is about 200mn units annually. High-end TV shipments (priced above $3,000) are between 3-5mn units (please let me know if this needs to be corr...
AVP shipment estimation this year is currently 400-450k units.
The global TV market is about 200mn units annually. High-end TV shipments (priced above $3,000) are between 3-5mn units (please let me know if this needs to be corr...
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Hey, mooers!
It's time to talk trading! Ever heard of left-side and right-side trading? Want to find out which one aligns with your investment style? We're breaking down these styles to help you figure it out.
Before we dive in, be sure to hit like❤️ and save⭐ this post!
Ready to learn? Here we go!
1 | Understanding left-side and right-side trading
Left-side trading: Attempts to forecast market shifts
Left-side trading...
It's time to talk trading! Ever heard of left-side and right-side trading? Want to find out which one aligns with your investment style? We're breaking down these styles to help you figure it out.
Before we dive in, be sure to hit like❤️ and save⭐ this post!
Ready to learn? Here we go!
1 | Understanding left-side and right-side trading
Left-side trading: Attempts to forecast market shifts
Left-side trading...
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$Apple(AAPL.US$
1. The Series 10 will feature form factor upgrades, including larger screen sizes (increasing from 45mm/41mm to about 49mm/45mm) and a thinner design.
2. The specifications of the Apple Watch Ultra model will remain roughly the same. If production yields meet expectations, new case color options (black/dark) may be introduced.
3. Beginning in 2H24, Apple Watch will include components manufactured using 3D print...
1. The Series 10 will feature form factor upgrades, including larger screen sizes (increasing from 45mm/41mm to about 49mm/45mm) and a thinner design.
2. The specifications of the Apple Watch Ultra model will remain roughly the same. If production yields meet expectations, new case color options (black/dark) may be introduced.
3. Beginning in 2H24, Apple Watch will include components manufactured using 3D print...
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Ming-ChiKuo Tracking
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$NVIDIA(NVDA.US$
Recently, NVIDIA's CEO Jensen Huang has been traveling globally, driving governments, state-owned telecommunications, and utility companies to invest in artificial intelligence. These companies typically oversee national computing infrastructure.
In terms of national-level AI investments, Singapore stands as one of the biggest investors. The country's National Supercomputing Center is upgrading to NVIDIA's latest AI chips, and ...
Recently, NVIDIA's CEO Jensen Huang has been traveling globally, driving governments, state-owned telecommunications, and utility companies to invest in artificial intelligence. These companies typically oversee national computing infrastructure.
In terms of national-level AI investments, Singapore stands as one of the biggest investors. The country's National Supercomputing Center is upgrading to NVIDIA's latest AI chips, and ...
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Ming-ChiKuo Tracking
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$Tesla(TSLA.US$ stock is up about 4% today after Cathie Wood’s Ark Invest raised its 2029 price target on the EV maker.
Ark believes TSLA could be worth $2,600 per share in 2029, largely by way of a currently non-existent robotaxi business.
Interestingly, Ark Invest’s price target is contingent on a robotaxi business. Absent a robotaxi network, Ark believes TSLA’s price target would be about $350 per share, about double its current $179 price...
Ark believes TSLA could be worth $2,600 per share in 2029, largely by way of a currently non-existent robotaxi business.
Interestingly, Ark Invest’s price target is contingent on a robotaxi business. Absent a robotaxi network, Ark believes TSLA’s price target would be about $350 per share, about double its current $179 price...
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