➀ NVIDIA stock closed at a new record high; ➁ Market value reaches $3.39 trillion; ➂ Just below Apple's market cap of $3.52 trillion.
Recent #Apple news in the semiconductor industry
➀ PC shipments in Q3 2024 decreased by 1.3% year-on-year; ➁ AI PCs did not boost demand due to unclear benefits; ➂ The US PC market grew by 5.6% in Q3 2024, with HP leading the market.
➀ Daliangguang's revenue in September reached NT$6.524 billion, a year-on-year increase of 17.08%. The total revenue for the third quarter reached NT$18.949 billion, a year-on-year increase of 39%. However, the revenue decreased by 7.04% month-on-month in September, showing a high start and low end trend. ➁ This decline may be related to Apple's performance, as British Barclays analysts revealed that Apple may have cut orders for iPhone 16 due to lower-than-expected demand. ➂ Daliangguang, founded in 1987, is a supplier of optical lenses for many major smartphone brands, including Apple, with whom it has a legendary history in the optical industry.
➀ Apple is expected to announce new hardware including the M4 iMac, updated Mac Mini, and iPad Mini; ➁ The MacBook Pro lineup is anticipated to be refreshed with new M4 chips, including M4 Pro and M4 Max variants; ➂ The new Mac Mini may undergo a complete redesign and will likely feature the M4 chip, with potential for higher base RAM amounts in the MacBook Pro.
➀ Apple is replicating its successful China manufacturing model in India, with vendors like Taiwanese Foxconn and Wistron, and Pegatron, achieving significant milestones in assembling the latest iPhone models; ➁ The Indian factories are expected to roll out more sophisticated iPhone 16 Pro and Pro Max models in a few weeks; ➃ This move marks the maturing of Indian manufacturing and a strategic extension of Apple's global supply chain.
➀ Steve Jobs' early interest in electronics and his education at Reed College; ➁ The founding of Apple Computer Company and the development of the Apple II; ➂ The introduction of the Macintosh and its graphical user interface; ➃ Jobs' departure from Apple and the founding of NeXT; ➄ The acquisition of Pixar Animation Studios; ➅ Jobs' return to Apple and the launch of iconic products like the iMac, iPod, iPhone, and iPad; ➆ Jobs' philosophy of simplicity, design, and integration; ➇ His battle with pancreatic cancer and his passing in 2011; ➈ The continued influence of Jobs' vision on the tech industry.
➀ Apple has started manufacturing the iPhone 16 Pro and Pro Max models in India; ➁ This marks the first time the company has manufactured its entire iPhone lineup in the country; ➂ Apple plans to expand its retail presence in India with additional flagship stores in Bengaluru, Pune, Delhi, and Mumbai; ➃ The locally produced models will be available for both domestic consumers and export to international markets; ➄ Apple has employed over 3,000 people in India since 2017 and supports hundreds of thousands of jobs through its collaborations with Indian suppliers.
➀ Apple has released an urgent patch for iOS 18 to fix a major password vulnerability; ➁ The vulnerability could allow an attacker to read stored passwords aloud using the VoiceOver feature; ➂ The update also addresses another security issue where the iPhone 16 might capture audio before the microphone indicator is activated.
➀ Apple is developing a new iPhone SE with a modern design similar to the iPhone 14; ➁ The iPhone SE 4, codenamed V59, will have a 1170 x 2532 display resolution like the 6.1-inch iPhone 14; ➂ The device will feature Face ID and Touch ID on the Home button, with the Dynamic Island only available on higher-end models; ➃ Apple's first 5G modem, codenamed 'Centauri', will be included in the iPhone SE 4, promising improved hardware and software integration; ➄ The iPhone SE 4 is expected to launch in spring 2025 with a potential price range of $459 to $499.
➀ Apple's new A18 Pro and A18 SoC die sizes are compared; ➁ The A18 Pro has a 105mm² die size, while the A18 is 90mm²; ➂ Apple is using TSMC's N3E node for fabrication, which has a lower density than N3B.
➀ Apple's MacBook Pro, Mac mini, and iMac with M4 SoC may arrive later than expected in 2024; ➁ Leaker Mark Gurman suggests a possible delay to November; ➂ Speculation remains regarding the launch of new Macs in 2024.
➀ Meta's Orion AR Glasses were showcased at the Meta Connect developers conference, receiving positive feedback for their design and potential. ➁ Analyst Ben Thompson praised the notification flow, application pinning, and gaming capabilities of the Orion. ➂ Thompson believes Apple's next Vision Pro should focus on entertainment and be more like the Quest 3 or 3S. ➃ Apple has been working on AR glasses since at least 2015 and may introduce its own AR glasses around the same time as Meta's Orion, potentially leading the market.
➀ An alleged car thief was caught after stealing a 2023 Ferrari 812 GTS; ➁ The thief was tracked down using the owner's AirPods and Find My feature; ➂ The thief left behind an iPhone, leading to his arrest.
➀ The era of touch screens may be coming to an end as physical controls are making a comeback in vehicles, appliances, and personal electronics; ➁ Apple has introduced a new 'action button' and a 'camera control' button on its latest iPhone models; ➂ Engineers are incorporating touch features and force sensors to enhance user experience; ➃ The return of physical controls is driven by the need for safety, ease of use, and a reduction in distractions; ➄ Companies are recognizing the importance of physical controls for better user interactions and intuitive design.
➀ A sketchy leak suggests that Apple's upcoming 14-inch MacBook Pro refresh may feature a key upgrade to 16GB of RAM; ➁ The leak comes from a Twitter user who shared a photo of the retail packaging; ➂ The image shows a custom M4 chip with a 10-core CPU and 10-core GPU, indicating a lower-end SKU.
➀ OpenAI is facing a challenging period with high-level leadership changes and a potential setback in its massive financing round; ➁ Apple's decision not to participate in the latest $6.5 billion round could affect the company's structure and strategy; ➂ Concerns are raised about OpenAI's focus on product development over research, and the impact on its culture and mission.
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 Electronics production in developed countries is showing slow growth or decline in 2024; ➁ Taiwan and South Korea have seen strong growth, driven by AI servers and smartphones; ➂ Vietnam and India are experiencing significant production growth, with Vietnam benefiting from Samsung's investment and India from multinational manufacturing; ➃ China remains dominant but growth has slowed as companies shift manufacturing overseas.
➀ iFixit quickly disassembles the iPhone 16; ➁ The internal redesign includes a new L-shaped board for better battery access and thermal management; ➂ A new adhesive allows for battery replacement without pull tabs; ➃ The thermal management system has been significantly improved with a new heat sink; ➄ iFixit rates the repairability at seven out of ten.
➀ This article presents the top five wearable device suppliers in Q1 2024 based on shipment volume, market share, and year-over-year growth, with Apple leading the list. ➁ Xiaomi, Huawei, and Samsung are also highlighted, showcasing significant growth rates. ➂ The article is sourced from IDC's Worldwide Quarterly Wearables Tracker.