Recent #Apple news in the semiconductor industry

5 months ago

➀ IDC reported that PC unit shipments in Q1 2025 reached 63.2 million, a year-over-year increase of 4.9%;

➁ The entire PC ecosystem attempted to accelerate deliveries to avoid the impact of US tariffs and expected volatility;

➂ Underlying demand factors for PCs, such as Windows 10 upgrade and AI demand, remain strong, but uncertainty over US tariffs and global economic risks may negatively impact demand in 2025.

AppleAsusDell TechnologiesGrowthIDCLenovoPC
5 months ago

➀ The Apple Vision Pro 2 may launch sooner than expected, with reports suggesting it could be released within the year.

➁ The second-generation headset is expected to have components in mass production, indicating Apple's commitment to the project.

➂ Concerns remain about the device's cost and market appeal, especially in the face of economic challenges and competition from other AR devices.

AppleAugmented Reality
5 months ago

➀ Apple preemptively shipped five planeloads of iPhones, PCs, and other devices from India to the U.S. in late March to avoid paying 10% import duty in the U.S. and to stabilize prices temporarily in America.

➁ This move gives Apple an inventory buffer in its largest market, allowing it to assess the impact of new tariffs on its supply chain without urgency.

➂ Apple's manufacturing base spans several countries, with some models produced in India and others in China, Vietnam, and Texas.

AppleChinaFoxconnIndiaMacbookMexicoSupply ChainTSMCTaiwanTariffsVietnamiPhoneipad
5 months ago
1. Apple's valuation has recently corrected downwards due to trade war concerns and smartphone market saturation, but its free cash flow and stock buybacks remain strong investment points. 2. Apple has a strong track record in stock buybacks, with $95.0B worth of shares repurchased in FY 2024. 3. Despite risks of stalled iPhone growth, Apple's brand loyalty and potential new stock buyback plans make it a decent value at current valuations.
AppleValuation
6 months ago

➀ The EC has charged Google with favoring its own services over rivals in its searches and ordered Apple to further open iOS to rivals’ connected devices.

➁ The EC argues that it is merely enforcing the terms of the 2022 Digital Markets Act.

➂ Many see this as the EC throwing down the gauntlet to the new US administration, which has threatened to impose tariffs on countries imposing fines on US digital services companies.

AppleGoogleNATOTariffsios
6 months ago

➀ Apple's new M3 Ultra chip, used in the Mac Studio, has been benchmarked on Geekbench, showing impressive multi-core performance that surpasses the M4 Max.

➁ The M3 Ultra's single-core score is not as impressive, falling behind the M4 Max and even the entry-level M4 in some cases.

➂ The M3 Ultra's multi-core score is notably higher, with a performance uplift of around 8% over the M4 Max.

AppleGeekbenchMac Studiobenchmarkcpu
6 months ago

➀ Apple AirTag 4-Pack is on sale for $67.99 at Amazon and Best Buy, saving $31.01 and bringing the cost per AirTag down to $16.99 each.

➁ The 4-pack is a good choice for those who need multiple AirTags, and it is currently cheaper than it was a couple of days ago.

➂ The article also mentions other deals under $100, including the Soundcore by Anker P20i True Wireless Earbuds and Anker Soundcore 2 Portable Bluetooth Speaker.

AppleDeals
7 months ago

➀ Apple has introduced its first in-house developed 5G modem, the C1, six years after acquiring Intel's 5G modem business unit.

➁ The C1 is designed for the iPhone 16e, a mainstream smartphone, and promises high power efficiency and fast connectivity.

➂ Apple has not disclosed how the C1 achieves its power efficiency, but it is likely due to custom cores and TSMC's 4nm-class process technology.

5G5nm TechnologyAppleTSMCinnovation