1. Apple reported strong top and bottom line results for Q4, but service revenue and revenue in China fell short of estimates. 2. Weak current quarter guidance has led analysts to lower expectations for an iPhone 16 supercycle. 3. Apple's valuation remains high compared to large cap tech peers.
Recent #iPhone news in the semiconductor industry
➀ Apple has finally released Apple Intelligence on its iPhone, iPad, and Mac devices; ➁ Apple Intelligence includes features like Writing Tools, enhanced Siri, and improved Photos App functionality; ➂ The release is part of Apple's ongoing innovation in AI and machine learning.
➀ After natural disasters, the inability to contact loved ones is a major concern; ➁ iPhone 14, 15, and 16 users can use emergency satellite services; ➂ Pixel 9 supports limited satellite features; ➃ Satellite SOS messaging is available on Pixel 9 and Emergency Text via Satellite on iOS 18; ➄ These features are for emergencies and should be used responsibly.
➀ A fire occurred in Tata Electronics' iPhone paint shop in Krishnagiri, Tamil Nadu, India, causing two employees to seek medical attention. The fire has been extinguished, and an investigation is underway. ➁ The incident occurred in a plant specializing in producing iPhone frames and metal parts. ➂ Tata Electronics is working with Apple to expand production capacity in India, aiming for 30% of iPhone production by 2025. ➃ The fire has raised concerns about the safety of manufacturing processes in the electronics industry.
➀ A major factory producing iPhone parts for Tata Electronics in southern India has caught fire, with at least 10 people receiving medical treatment, including 2 hospitalizations; ➁ The fire occurred in a factory in Hosur, Tamil Nadu, which produces some iPhone components and is expected to manufacture complete iPhones in the coming months; ➂ The fire was contained to a single building and extinguished, but the factory's production recovery timeline is uncertain due to chemical hazards; ➃ The fire is believed to have originated from a storage area for chemicals, affecting the iPhone supply chain and the company's diversification strategy.
➀ Apple has launched iOS 18 with notable changes, including Home Screen customization; ➁ Users can hide individual apps in a special folder for privacy; ➂ Apple Intelligence is notably missing but can be accessed through iOS 18.1 developer beta.
1. Anker launched its new MagGo range of accessories for iPhone and Apple Watch. 2. The highlight is the 3-in-1 Wireless Foldable Charging Station, which is compact and versatile. 3. Other products include power banks, a magnetic case with a stand, and a 3-in-1 wireless charging station.
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.
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 has allowed emulators on the App Store, enabling the installation of Windows XP on an iPhone using the UTM SE emulator. 2. The process involves significant loading times and performance issues, with games like Half-Life 1 running poorly. 3. The experiment demonstrates the capabilities of iPhone emulators but highlights their impracticality for regular use.
1. iPhone 16 and iPhone 16 Pro are expected to be announced on September 9, with pre-orders likely starting on September 13. 2. Pre-orders can be made through Apple's website, local mobile network stores, and other retail outlets like Amazon, Best Buy, and Argos. 3. The expected starting prices for the iPhone 16 series are the same as the iPhone 15 series, at $799/£799/AU$1,499 for the base model and $999/£999/AU$1,849 for the Pro models.
1. Capcom has updated its Resident Evil games on iOS to require an internet connection for launching, adding a form of DRM. 2. This move is seen as a way to gather additional data and possibly recoup costs, despite the games being single-player. 3. The sales performance of AAA games on iPhones has been underwhelming, with Resident Evil games selling fewer than 100,000 copies in total.
➀ iPhone assembly: Foxconn (Industrial Fulian); ➁ AirPods assembly: Luxshare Precision, GoerTek; ➂ Battery manufacturing: BYD; ➃ Component manufacturing: Luxshare Precision, Wingtech Technology; ➄ Acoustic devices/motors: AAC Technologies, GoerTek; ➅ Glass covers: Lens Technology; ➆ Smart AI: Seton Technology, Furuong Technology, Guangda Tongchuang, Chunqiu Electronics; ➇ Optical devices: Crystal-Optech, Blue Nano Optics; ➈ Precision structural parts: Lingyi Manufacturing, Anjie Technology, Dongmu Co., Ltd., Jiebang Technology, Bosuo Technology; ➉ PCB circuit boards: Dongshan Precision, Pengding Holdings, Shennan Circuit, Ultrasonic Electronics; ➉ Thermal management: Zhongshi Technology; ➉ RF antennas: Sunway Communication; ➉ Batteries: Desay SV Automotive, Xinwangda; ➉ Electromagnetic shielding materials: Longyang Electronics; ➉ Panels: BOE, Shenzhen Tianma A.
➀ iPhone 16 Pro models to feature larger screens and new color options. ➁ Standard iPhone 16 models to have vertically aligned cameras and improved camera lens coatings. ➂ All iPhone 16 models to include an 'Action Button' and a new 'Shoot Button' for photography. ➃ Exclusive AI features may debut on iPhone 16, enhancing Siri capabilities. ➄ iPhone 16 Pro models to use Samsung's high-performance M14 OLED panels and potentially redesigned Face ID. ➅ iPhone 16 to be powered by new A18 series chips with enhanced neural engines.
➀ Apple is rumored to launch the iPhone 16 on September 10, potentially featuring AI capabilities and a removable battery. ➁ The new model is expected to have enhanced voice control and a larger screen size for the Pro and Pro Max versions. ➂ A significant software upgrade is anticipated to help regain market share in China, where sales have been declining.
1. iPhone Mirroring and control on Mac; 2. Apple Intelligence AI integration; 3. Unified Passwords app for secure credential management; 4. Enhanced Safari features including Highlights and Video Viewer.
1. Apple has extended the AppleCare+ extension period from 30 days to 45 days. 2. Customers can now choose from various plans within 45 days after their initial plan ends. 3. This new policy is applicable in multiple countries, though some, like China, still have a 30-day extension period.
1. Apple's iPhone 16 Pro and iPhone 16 Pro Max are reportedly starting production in India, marking the first time a Pro model is manufactured in the country. 2. Leaked images of packaging indicate the phones are 'Assembled in India', suggesting a shift from previous 'Assembled in China' labels. 3. This move is part of Apple's strategy to diversify production beyond China, potentially due to geopolitical tensions and supply chain risks.
➀ Lexar's new Professional Go Portable SSD with Hub adds up to 2TB of extra storage and supports 60fps ProRes video capture on iPhone 15 Pro models. ➁ The SSD offers 1,050MB/s read and 1,000MB/s write speeds and can be connected directly or via an angled adapter. ➂ The included USB-C hub provides additional ports for accessories, enhancing mobile filmmaking capabilities. ➃ The product is available through Kickstarter with promotional pricing, and full retail pricing will be announced later.
1. The English Premier League is set to introduce a new semi-automated offside technology powered by iPhones, known as 'Dragon'. 2. This system, developed by Genius Sports and Second Spectrum, will use at least 28 iPhone cameras in each stadium to capture high-frame-rate video from multiple angles. 3. The technology aims to replace the current VAR system, which is often slow and sometimes incorrect, and could be expanded to other sports in the future.