➀ Ming-Chi Kuo predicts several iPhone models for different halves of 2025 and 2026, including Pro Max, Pro, Slim, and Foldable models.
➁ The change to releasing new iPhone models twice a year is due to intense competition, especially in the Chinese market.
➂ The strategy is to eliminate marketing gaps and to avoid marketing focus loss by releasing more models in the second half of the year.
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.
➀ TSMC is making significant strides in its 2nm process technology;
➁ The technology is expected to be adopted in Apple's iPhone 18 family;
➂ The new iPhone is expected to be released in the second half of 2026.
➀ Apple has confirmed a bug in its voice-to-text feature that mistakenly displays 'Trump' when users say 'racist';
➁ The issue is attributed to phonetic overlap in the speech recognition models;
➂ Apple is working on a solution and has already started rolling out a fix.
➀ Apple's iPhone 16e features its first in-house 5G modem, the C1 modem, while the C2 is in testing.
➁ The C3 modem is set for a 2027 release, coinciding with the end of Apple's Qualcomm licensing agreement.
➂ Apple has been working on in-house 5G modems and will launch the next-gen C3 modem in 2027.
➀ Samsung has teased the Galaxy S25 Edge, an ultra-slim smartphone with a 200-megapixel camera.
➁ The device will have a staggered release, starting in select markets like the US and Korea.
➂ The Galaxy S25 Edge is expected to compete with Apple's iPhone 17 Air later this year.
