➀ Apple is transitioning to in-house modems, starting with the iPhone SE 4, aiming for thinner devices and independence from Qualcomm; ➁ The move is less concerning for Qualcomm, which has been diversifying its revenue streams; ➂ Apple's new 5G modem could extend to Macs and Vision Pro, with potential for smart glasses that rely on mobile connectivity.
Recent #Apple news in the semiconductor industry
➀ The article highlights the top five tablet vendors in Q3 2024 based on unit shipments, with Apple leading with 12.6 million units, followed by Samsung, Amazon, Huawei, and Lenovo. ➁ It provides a list of recommended articles related to the topic. ➂ The author thanks IDC for providing the data.
➀ Apple has ordered next-gen M5 chips from TSMC for iPad Pro and Macs, with production in 2H 2025; ➁ Apple will use TSMC's 3nm process and SoIC technology for the M5 chips; ➂ The new M5 chips are expected to enhance AI capabilities in consumer devices and cloud services.
➀ Apple products are heavily discounted on Amazon for Black Friday, with savings up to 23%; ➁ MacBook Air models and Apple Watch Ultra are among the discounted items; ➂ Discounts include up to $319 off the Apple Studio Display.
➀ The Apple Mac Mini M4 is reviewed as a significant milestone in mini computers; ➁ It outperforms previous generations and AMD/Intel mini PCs; ➂ The M4 chip and its features are highlighted, including the M4 Pro variant and its higher cost.
➀ The upcoming iPhone 17 Air is rumored to be the thinnest iPhone ever, just 6mm thick; ➁ It is expected to be significantly slimmer than previous models, the thinnest since the iPhone 6; ➂ Apple analyst Jeff Pu agrees that the iPhone 17 Air will be around 6mm thick.
➀ Apple has been considering a streaming TV stick for years; ➁ The TV market is low margin and competitive; ➂ Apple's existing TV hardware is not very profitable; ➃ A streaming stick could provide a cheaper and more accessible option for Apple TV+ services.
➀ Apple's new M4 iPad Pros are available at new low prices with Amazon deals; ➁ Discounts of up to $200 are offered on various models; ➂ The deals are available just before Black Friday.
➀ Corsair has partnered with Apple to release new custom versions of its K65 PLUS WIRELESS keyboard and M75 WIRELESS mouse; ➁ The new products are available at Apple Stores in the U.S. and online; ➂ The K65 PLUS WIRELESS keyboard and M75 WIRELESS mouse are known for their performance, acoustics, and versatility.
➀ iPhone users are reporting hearing random voices from their smartphones; ➁ The voices come from the phone even when all apps are closed; ➂ No official explanation has been provided for the phenomenon.
➀ Apple Watch Series 10 (GPS) is 13% off for $349; ➁ 2022 MacBook Air with M2 chip is 25% off for $749; ➂ Apple AirPods Pro 2 are 24% off for $189.
1. Apple had a strong Q4 and FY24 with improved profitability and expanding revenues, primarily due to new product launches. 2. Their Services business, with a 74% gross margin, is crucial for profitability, but hardware sales remain essential for ecosystem growth. 3. Despite robust earnings, Apple's stock valuation is historically expensive, with a 19% overvaluation suggested by the DCF analysis. 4. Challenges include competitive pressures in China, governance risks, and massive competitive forces.
➀ A tech enthusiast in India used a Faraday cage and a microwave jammer to bypass geo-blocking and unlock the hearing aid feature on AirPods Pro; ➁ The hack allows users to use AirPods Pro as hearing aids at a significantly lower cost compared to traditional hearing aids; ➂ The tech community is sharing this DIY solution to help those in geoblocked areas access the feature.
➀ Microsoft might be rebranding its AI suite from 'Copilot' to 'Windows Intelligence'; ➁ The change is suggested by a template file reference; ➂ The move could be a direct copy of Apple's branding strategy with 'Apple Intelligence'.
➀ Apple is reportedly in talks with Foxconn; ➁ to manufacture AI servers in Taiwan; ➂ as part of its strategy...
➀ With Christmas approaching, Best Buy offers great deals on smartwatches from Apple, Samsung, and Fitbit. ➁ Apple Watch Series 9, Samsung Galaxy Watch6 Classic, and Fitbit Versa 4 are highlighted with discounts. ➂ Features like Fall Detection, Crash Detection, and heart rate tracking are mentioned.
➀ Apple's upcoming M4 Ultra GPU is expected to outperform NVIDIA's GeForce RTX 4090 in OpenGL and Vulkan APIs; ➁ The M4 Ultra will feature a 32-core CPU and an 80-core GPU, doubling the GPU cores of the M4 Max; ➂ Benchmarks suggest the M4 Ultra could achieve a Geekbench 6 compute score of 333,000.
➀ Samsung is rumored to launch the ultra-slim Galaxy S25 Slim in April 2025; ➁ The new smartphone will compete against Apple's iPhone 17 Air; ➂ Samsung might also unveil the Galaxy Z Flip SE and Galaxy Z Fold 7 around the same time.
➀ NVIDIA has become the world's most valuable publicly traded company, surpassing Apple with a market cap of $3.43 trillion; ➁ NVIDIA's share price has surged 2,700% over a 5-year period, nearly tripling in 2024 alone; ➂ NVIDIA's growth is attributed to its dominance in AI hardware and its ability to capitalize on the early opportunity of AI.
➀ Elon Musk addresses rumors about Tesla's smartphone development on 'The Joe Rogan Experience'; ➁ He states that Tesla is not currently making a phone but could potentially create one; ➂ Musk emphasizes that creating a phone is not a priority unless necessary.