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郭明錤 (Ming-Chi Kuo)
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X @郭明錤 (Ming-Chi Kuo)
Reports like the following explain why Foxconn has been relying on its Taiwanese employees rather than Chinese employees when building iPhone factories in India.https://t.co/qSttsUmeED https://t.co/fyyscHNR1n郭明錤 (Ming-Chi Kuo) (@mingchikuo):Market rumors suggest Foxconn has asked Chinese employees to return home from its India iPhone plant. The impact of this is negligible. Three key points:1. There were already few Chinese employees at the company's India iPhone facility.2. Production capabilities at Foxco ...
X @郭明錤 (Ming-Chi Kuo)
類似以下的新聞,說明了鴻海為何在建置印度iPhone工廠時,主要依靠該公司的台灣員工,而非中國員工https://t.co/qSttsUmeED https://t.co/0WhwHEUulv郭明錤 (Ming-Chi Kuo) (@mingchikuo):市場傳言在鴻海要求在印度iPhone工廠的中國員工回國,這件事的影響幾乎可忽略。3個重點:1. 該公司在印度iPhone廠的中國員工人數原本就少。2. 鴻海在印度iPhone工廠的生產能力是由該公司台灣員工 (如來自富智康的民生廠) 建立,而非中國員工。3. ...
X @郭明錤 (Ming-Chi Kuo)
Market rumors suggest Foxconn has asked Chinese employees to return home from its India iPhone plant. The impact of this is negligible. Three key points:1. There were already few Chinese employees at the company's India iPhone facility.2. Production capabilities at Foxconn's India iPhone facilities were established by the company's Taiwanese employees (such as those from FIH's Minsheng plant), not Chinese employees.3. The gradual return of Chinese employees had been planned for some time, and Apple was full ...
X @郭明錤 (Ming-Chi Kuo)
市場傳言在鴻海要求在印度iPhone工廠的中國員工回國,這件事的影響幾乎可忽略。3個重點:1. 該公司在印度iPhone廠的中國員工人數原本就少。2. 鴻海在印度iPhone工廠的生產能力是由該公司台灣員工 (如來自富智康的民生廠) 建立,而非中國員工。3. 鴻海在印度iPhone廠的中國員工陸續回國是很早就有的規劃,Apple也完全知情。 ...
X @郭明錤 (Ming-Chi Kuo)
https://t.co/3WFsSlGgT5 ...
X @郭明錤 (Ming-Chi Kuo)
https://t.co/LHhpjzHxVI ...
X @郭明錤 (Ming-Chi Kuo)
I believe—and I doubt anyone would disagree—that Apple could build the best Meta Ray-Ban–like smart glasses on the market. Yet its decision-making in this area has been surprisingly slow. Putting AI aside for a moment, this category could cannibalize at least some AirPods demand, directly impacting Apple’s hardware business. Still, the company has remained conspicuously inactive.Apple has historically excelled at creating entirely new product categories and courageously cannibalizing its own products. To de ...
X @郭明錤 (Ming-Chi Kuo)
我相信 (應該也沒人會懷疑) Apple可以做出市面上最好的類似Meta Ray-Ban的智慧眼境,但Apple在這件事上的決策真的過慢。先不說AI,這種類型的產品,未來很有可能會取代至少部分的AirPods需求,對Apple硬體事業造成影響,而Apple過去卻一直沒有作為。本來Apple最擅長的,就是創造新產品品項,以及勇於取代自己,用「類似Ray-Ban的智慧眼鏡」形容Apple的產品,對Apple很像是一種羞辱,但有些諷刺的,這卻是對產業現況最客觀的敘述方式。不過遲到總比沒到好。此外,Apple開始積極在硬體產品上創新,對供應鏈絕對是好事。郭明錤 (Ming-Chi Kuo) (@mingchikuo):Apple Vision系列與智慧眼鏡產品規劃預測 (2025-2028):智慧眼鏡可望帶動下一個消費電子趨勢全文連結:https://t.co/CFY8aUH4MB https://t.co/hTBDo0osWo ...
X @郭明錤 (Ming-Chi Kuo)
Apple Vision Series and Smart Glasses Roadmap (2025–2028): Smart Glasses Set to Drive the Next Wave in Consumer ElectronicsFull story: https://t.co/41Moxlj1Ai https://t.co/U2nQhBmEYg ...
X @郭明錤 (Ming-Chi Kuo)
Apple Vision系列與智慧眼鏡產品規劃預測 (2025-2028):智慧眼鏡可望帶動下一個消費電子趨勢全文連結:https://t.co/CFY8aUH4MB https://t.co/hTBDo0osWo ...