➀ Apple has rolled out the first features of its Apple Intelligence; ➁ The features are available in iOS 18.1; ➂ Users need an iPhone 15 Pro or above to access the features.
Recent #Apple Intelligence news in the semiconductor industry
➀ Apple has finally released Apple Intelligence on its iPhone, iPad, and Mac devices; ➁ Apple Intelligence includes features like Writing Tools, enhanced Siri, and improved Photos App functionality; ➂ The release is part of Apple's ongoing innovation in AI and machine learning.
➀ Apple refreshes the 24-inch iMac with the M4 lineup of processors; ➁ The new iMacs start at $1,299 and include Thunderbolt 4 and Apple Intelligence; ➂ The entry-level model features 16GB unified memory, with options for 24GB and 32GB.
➀ The Apple Vision Pro 2 is expected to feature the M5 Apple silicon chip and Apple Intelligence for enhanced AI spatial computing. ➁ The device aims to improve on the original Vision Pro's limitations, such as high price and limited use cases. ➂ The article speculates on a potential release in the latter half of 2025.
➀ Apple's Senior Vice President of Hardware Technologies, Johny Srouji, confirmed that all upcoming iPhone 16 models will come with 8GB of RAM; ➁ This is in contrast to Android devices which often come with 12GB or more of RAM; ➂ Srouji admitted that the RAM upgrade is due to Apple Intelligence, but also mentioned the company's focus on not being wasteful.
1. Apple's Q3 revenue and EPS exceeded expectations, driven by geographic expansion and record services revenue. 2. The introduction of Apple Intelligence features could drive future iPhone upgrades, but declining mobile carrier upgrade rates pose a long-term risk. 3. The author's DCF valuation suggests AAPL is fairly valued, preventing a 'Sell' rating but not justifying a 'Buy' rating.
1. Apple's recent iPhone 16 event introduced new features but failed to significantly boost earnings beyond historical growth rates; 2. New AI features are unlikely to drive a strong replacement cycle and can be easily replicated by competitors; 3. The company is transitioning from a product-focused to a services-focused one, which may increase profitability.
1. Apple's AI system, 'Apple Intelligence', faces delays in release; 2. Competitors like Samsung and Microsoft are moving quickly with their AI offerings; 3. Apple's strategy and challenges in the AI race.
1. macOS Sequoia and iOS 18 are expected to release in mid-September. 2. macOS Sequoia, also known as macOS 15, will feature Apple Intelligence and a new iPhone Mirroring capability. 3. The release date aligns with the launch of the iPhone 16 series, likely on September 18.
1. Apple Intelligence beta is now available for iOS 18.1, iPadOS 18.1, and macOS Sequoia 15.1; 2. Users can join the waitlist to access AI features like proofreading and summarization; 3. Compatible devices include iPhone 15 Pro, iPad Air (M1 and later), and MacBook Air (M1 and later).
1. A hidden editing tool in the Files app allows iPhone users to remove image backgrounds quickly without third-party apps. 2. The feature works on all devices running iOS 17 and is expected to be enhanced with iOS 18's Apple Intelligence. 3. Users can also try the iOS 18 beta for early access to new features, though it's recommended for secondary devices due to potential performance issues.