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.
Recent #Apple news in the semiconductor industry
➀ Apple has been 'a little disingenuous with its marketing' for AI features on iPhone 16; ➁ Some features are missing until 2025, and some are 'nowhere near as capable' as rival AI; ➂ Analyst Mark Gurman points out Apple's marketing tactics.
➀ Apple's iPhone 18 in 2026 will use TSMC's 2nm chips; ➁ Some iPhone 18 models might have 3nm chips; ➂ iPhone 17 models will use 3nm chips in 2025.
➀ The new iPhone 16 Pro features a redesigned A18 Pro logic board that is smaller and more densely packed; ➁ The logic board includes a larger metal cover for improved heat transfer; ➂ Apple has made changes to the battery design for easier repair and replacement.
➀ Apple has quietly withdrawn the iOS 18 update for iPads; ➁ Users reported their iPads bricked after updating; ➂ Apple acknowledged the issue and removed the update for M4 iPad Pros.
➀ IDC发布2024年第二季度全球PC供应商排名,Lenovo以22.7%的市场份额位居第一;➁ HP Inc.和Dell Technologies分别以21.1%和15.5%的市场份额位列第二和第三;➂ Apple以8.8%的市场份额排名第五;➃ Acer Group以6.8%的市场份额排名第四。
1. New customization options for the home screen, including the ability to change icon colors and apply a dark mode; 2. Enhanced control center and customizable lock screen shortcuts; 3. Updated photo app design, new messaging effects and scheduled messages in the Messages app, and the addition of RCS messaging.
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.
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.
1. The author considers downgrading from AirPods Pro 2 to AirPods 4 due to discomfort with the fit of the Pro model. 2. Open-ear design of AirPods 4 is appealing for better comfort and potential improved fit. 3. Noise cancellation remains a priority, and the author is hopeful that AirPods 4 will meet these needs.
➀ The European Court of Justice imposed multi-billion dollar fines on Google and Apple; ➁ Apple was ordered to pay 13 billion euros in back taxes to Ireland; ➂ Google was fined 2.4 billion euros for abuse of its dominant position in shopping comparison services.
1. Apple loses landmark tax case against the EU and is ordered to pay €14.5 billion in unpaid taxes to Ireland; 2. The ruling ends a 10-year battle over Apple's tax payments in Ireland; 3. Apple expresses disappointment with the decision, emphasizing it has always paid all taxes owed and questioning the retroactive nature of the ruling.
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.
1. Apple announces the iPhone 16 Pro and iPhone 16 Pro Max with advanced AI features and improved hardware; 2. New AI capabilities include document generation from notes, emoji and image creation from text, and summarization of notifications; 3. The iPhone 16 Pro Max features the largest display in the iPhone series, with a 6.9-inch screen and enhanced durability.
1. The Apple Watch Series 10 features a larger screen and a lighter body; 2. It includes a wide-view-angle OLED display that is 30% larger than the previous model, with improved brightness and a new always-on feature; 3. The device also introduces a water depth/temperature sensor, sleep apnea detection, and other AI-driven features.
➀ The 10th Generation iPad is on sale for 14% off; ➁ The iPad Mini (6th Generation) is on sale for 24% off; ➂ The 11-inch iPad Pro M2 is on sale for $400 off.
1. Apple's upcoming Mac Mini redesign for 2024 is expected to feature a significant overhaul, including the removal of USB Type-A ports. 2. The new Mac Mini will be the smallest Apple has ever built and will be equipped with the M4 silicon. 3. This change could signal a broader shift away from USB-A connectivity in future Apple devices.
1. Apple is expected to release the M4 MacBook Pro and a redesigned M4 Mac mini in November 2024. 2. The new Mac mini is rumored to be smaller and taller, with a footprint similar to the Apple TV 4K. 3. Apple may also unveil an M4 iMac, alongside other products like the iPhone 16 and Apple Watch X.
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.
1. Apple's 9th Gen iPad (64GB, Wi-Fi) is on sale for $199, a 40% discount. 2. Apple's AirPods Pro (2nd Generation) are priced at $199, a 20% discount. 3. Various MacBook models and other Apple products are also available at significant discounts.