Briefly looking back at the predictions I made on specs and details for Apple’s new products—from several months to a little over a year ago—the vast majority have proven to be accurate or very close.1. iPhone Air — Most of my calls were spot-on or very close, including design goals, resolution, thickness, eSIM-only support, and frame material. (~8 and ~14 months ago):https://t.co/u0rSKXYQtXhttps://t.co/wd45SXtyKB2. Apple Watch (2025) — Beyond the routine model refreshes, I said the 2025 lineup would includ ...

Product Prediction Accuracy - The analyst's past predictions regarding Apple's new product specifications, including iPhone Air design goals, resolution, thickness, eSIM support, and frame material, have been largely accurate or very close [1] - Predictions for the 2025 Apple Watch include upgrades to the Ultra and SE models, in addition to the regular Apple Watch model upgrades [1] - Despite market rumors, the analyst predicts that the Dynamic Island size on the 2H25 iPhone 17 series will remain almost unchanged [1] - Three iPhone 17 models are predicted to feature 12GB of RAM [1] Market Outlook & Potential Risks - Apple may face more severe challenges in 2025 and should cautiously address potential downside risks from prior market over-optimism [1]

My take: the iPhone Air is one of those products that doesn’t look compelling on paper, but the in-store, hands-on experience is likely what sells it.郭明錤 (Ming-Chi Kuo) (@mingchikuo):iPhone 17 Series First-Weekend Preorder Takeaways:1. Conclusion: First-weekend preorder demand for the iPhone 17 lineup outpaced last year’s iPhone 16.2. For the Pro Max, Pro, and standard models, planned 3Q25 production is about 25% higher YoY, while estimated delivery lead ...

我主觀認為，iPhone Air是那種，在網路上單看規格可能沒興趣購買，但在店面實際上手後，可能會有購買動機的產品。郭明錤 (Ming-Chi Kuo) (@mingchikuo):iPhone 17系列首週末預購重點分析：1. 結論：iPhone 17系列之首週末預購需求優於去年的iPhone 16。2. 以Pro Max、Pro與標準版的第三季總生產量來說，iPhone 17較iPhone 16多約25% YoY，但出貨時間僅約增加一週，代表上述三款iPhone 17機型的總預購需求較好。3. iPhone ...

iPhone 17 Series First-Weekend Preorder Takeaways:1. Conclusion: First-weekend preorder demand for the iPhone 17 lineup outpaced last year’s iPhone 16.2. For the Pro Max, Pro, and standard models, planned 3Q25 production is about 25% higher YoY, while estimated delivery lead times are only ~1 week longer, suggesting stronger combined preorder demand across these three models.3. The iPhone Air is available in stock at launch, which on the surface looks softer than the iPhone 16 Plus last year (2 weeks delive ...

iPhone 17系列首週末預購重點分析：1. 結論：iPhone 17系列之首週末預購需求優於去年的iPhone 16。2. 以Pro Max、Pro與標準版的第三季總生產量來說，iPhone 17較iPhone 16多約25% YoY，但出貨時間僅約增加一週，代表上述三款iPhone 17機型的總預購需求較好。3. iPhone Air開賣有現貨，看似預購需求低於去年同期的iPhone 16 Plus (出貨時間約2週)，但需考慮到iPhone Air在3Q25的生產量，較iPhone 16 Plus在3Q24的高約3倍 (約200% YoY)，加上iPhone過去沒有類似Air這樣定位的產品，故開賣一段期間後再觀察需求較為客觀。4. 需求最強機種還是Pro Max。iPhone 17 Pro Max的3Q25生產量較去年同期的16 Pro Max增加約60%，但出貨時間相似。5. iPhone 17系列預購表現較去年好，有利Apple 3Q25財報，但對供應鏈股價幫助較有限，投資人目前高度關注的還是明年開始的大幅度創新產品對供應鏈的貢獻。 ...

Supply Chain Dynamics - Samsung's iPhone CIS shipment schedule is delayed, with mass production likely postponed to 2027 [1] - Samsung's ultra-wide CIS is expected to be adopted in mid- to low-end iPhone models first [1] Component Technology - The report focuses on the Camera Image Sensor (CIS) supplied by Samsung for iPhones [1]

Product Roadmap - Apple is expected to launch AirPods Pro 3 in the second half of 2025 [1] - A more significant hardware upgrade for AirPods, featuring an IR camera, is anticipated in 2026 [1] - A lighter version of the AirPods Max is expected to enter mass production in 2027 [1] Market Expectations - AirPods may not see significant updates until 2026 [2] - The 2026 update aligns with earlier predictions that IR camera-equipped AirPods would enter mass production [1]

GIS: Worst Over, Exclusive Apple Foldable iPhone/iPad and Vision Air Supply, Enhanced Long-Term Profitability Visibility from Next-Gen OrdersFull storyhttps://t.co/xg3iixB75m https://t.co/hlPXfHuaZc ...

Company Performance & Outlook - GIS has passed its worst period [1] - Next-generation product orders strengthen long-term profit visibility for GIS [1] Apple Supply Chain - GIS is the exclusive supplier for Apple's foldable iPhone/iPad and Vision Air [1]