Recent #Apple news in the semiconductor industry

about 1 year ago
➀ The traditional PC market is expected to remain flat in 2024 with 261 million units shipped, while the tablet market is forecast to grow by 7.2% year-over-year, leading to a 2.6% overall growth for PCs + tablets. ➁ Excluding China, the global traditional PC market would have grown by 2.8%, but China's economic challenges have impacted PC sales, though Huawei has sustained domestic tablet demand. ➂ IDC predicts a 4.3% year-over-year growth for traditional PCs in 2025 due to the end of Windows 10 support, which could also benefit Apple's market share. ➃ AI PC adoption is driven by the need for new PCs rather than a specific demand for AI functionality.
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about 1 year ago
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.
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about 1 year ago
➀ TSMC's August revenue reached $7.8 billion, a 33% increase year-on-year and a 2.4% decrease month-on-month; ➁ The revenue for January-August 2024 was $55 billion; ➂ The demand for leading-edge processes, especially iPhone chips before the iPhone 16 launch, boosted the revenue, with Apple accounting for a quarter of TSMC's total revenue; ➃ TSMC expects Q3 revenue between $22.4 billion and $23.2 billion.
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about 1 year ago
➀ Apple unveiled its latest iPhone series, including iPhone 16, 16 Plus, 16 Pro, and 16 Pro Max, featuring two new buttons and a richer color palette.➁ The new AirPods and Apple Watch were also released, with AI as a key highlight.➂ iPhone 16 standard version features a new dual-camera setup, A18 processor, and a camera control button.➃ iPhone 16 Pro version boasts the largest display in Apple's history, A18 Pro chip, and upgraded camera system.➄ Apple Intelligence, the company's new personalized AI system, was showcased with capabilities in language, image, and action.
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about 1 year ago
➀ A Texas resident used an Apple AirTag to track her recyclables, revealing that plastics sent to Houston recycling centers were not being recycled but instead dumped in an open-air lot. ➁ The Houston Recycling Collaboration, meant to revolutionize the city’s recycling program, has yet to open its processing facility, leading to a stockpile of waste. ➂ Advanced recycling technologies claimed by companies like Exxon are criticized for being ineffective and contributing to air pollution and greenhouse gas emissions.
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