$Apple(AAPL.US$ $Taiwan Semiconductor(TSM.US$
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 ...
14
$Apple(AAPL.US$ $SUNNY OPTICAL(02382.HK$
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...
15
$Apple(AAPL.US$
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....
2
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...
1
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...
10
$Apple(AAPL.US$
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...
2
$Apple(AAPL.US$
1. My latest survey indicates that prices for CCLs below M4 have generally increased by nearly 10% on average. There is no sign of price increases for high-end CCLs above M4.
2. From the supply side, the demand for AI servers has skyrocketed over the past year, prompting CCL suppliers to upgrade their productio...
1. My latest survey indicates that prices for CCLs below M4 have generally increased by nearly 10% on average. There is no sign of price increases for high-end CCLs above M4.
2. From the supply side, the demand for AI servers has skyrocketed over the past year, prompting CCL suppliers to upgrade their productio...
4
$Apple(AAPL.US$ The iPhone 15 with the A16 chip cannot support Apple Intelligence, but M1-equipped models can. Therefore, it can be concluded that the key to supporting the current Apple Intelligence on-device model is the DRAM spec, rather than computing power (TOPS).
The AI computing power of the M1 is about 11 TOPS, lower than the 17 TOPS of the A16. The A16 has 6GB of...
The AI computing power of the M1 is about 11 TOPS, lower than the 17 TOPS of the A16. The A16 has 6GB of...
12
$Apple(AAPL.US$
Investors generally focus on the many AI services and features Apple will announce at WWDC 2024. Here are the questions I have been asked frequently by investors over the past few months.
1. How does the market view WWDC 2024?
The market expects Apple to redefine user behavior with on-device AI and drive hardware replacement demand. The continuous rise in Apple’s stock price o...
Investors generally focus on the many AI services and features Apple will announce at WWDC 2024. Here are the questions I have been asked frequently by investors over the past few months.
1. How does the market view WWDC 2024?
The market expects Apple to redefine user behavior with on-device AI and drive hardware replacement demand. The continuous rise in Apple’s stock price o...
5
$Apple(AAPL.US$ There's a lot to discuss about Apple Intelligence, and let's start with a quick overview. Apple Intelligence fully showcases Apple's strengths in ecosystem integration and interface design, mainly emphasizing convenience (through in-app & between-app integration) and enhancing existing applications. That's great for users, but it's just a nice-to-have for investors.
Investors expect to see original, must-have features. Other investor...
Investors expect to see original, must-have features. Other investor...
3