Six months ago, I predicted the foldable iPhone would use side-button Touch ID. There are now market rumors that it will adopt an under-display ultrasonic fingerprint sensor, but I think that’s unlikely. It’s expected that Luxshare ICT will supply the side-button Touch ID module for the foldable iPhone.郭明錤 (Ming-Chi Kuo) (@mingchikuo):Apple's First Foldable iPhone Predictions: Market Positioning, Hardware Specs, Development Schedule, and Shipment EstimatesClick to readhttps://t.co/E2eccbkgDU https://t.co/Pj ...

我在6個月前預測折疊iPhone將會採用側邊按鍵的Touch ID。目前有市場傳言折疊iPhone將會採用螢幕下方的超音波指紋辨識，我的理解這不大可能會發生。預期立訊將是折疊iPhone的側邊按鍵Touch ID模組供應商。郭明錤 (Ming-Chi Kuo) (@mingchikuo):Apple的首款折疊iPhone預測：市場定位、硬體規格、開發時程、出貨預估點擊閱讀https://t.co/7tIVjHkqQr https://t.co/4sfKKlQt4K ...

Market Forecast & Product Positioning - Meta's AI glasses, Hypernova, are expected to enter mass production in 3Q25 with a two-year product life cycle [1] - Projected shipments for Hypernova over the next two years are around 150,000 to 200,000 units [1] - Global smart glasses shipments are projected to reach 13 million to 15 million units in 2026, indicating Hypernova's market share will be negligible [1] - Hypernova is positioned more as an experimental product for Meta [1] Technology & Challenges - AI will be Hypernova's most important selling point, but the integration of AI with AR applications is still in its nascent stages [2] - The price point of around $800 is likely a primary reason for Meta's conservative shipment forecast [2] - The decision to use LCoS technology presents hardware design challenges related to form factor, brightness, response time, and battery life [2] Strategic Objectives - Meta's strategic objectives for releasing Hypernova are to launch ahead of Apple to build its brand image [3] - Meta aims to gain early experience in developing the ecosystem [3] - Meta seeks to understand user behavior [3]

關於Meta的AI眼鏡Hypernova的幾個重點：1. 此裝置預計在3Q25量產，產品生命週期為2年，未來2年出貨量約15-20萬部。根據Qualcomm晶片出貨預估，2026年全球智慧眼鏡出貨量約1,300-1,500萬部，這看出Hypernova的市佔率可忽略不計，故較像是Meta的實驗性質產品。2. AI將是Hypernova最重要的賣點，但目前整合AI與AR的應用之探索尚在早期階段，加上售價約800美元，這應該是Meta保守看待Hypernova出貨量的主因。此外，為追求量產性故採用LCoS，但這也衍生出外觀設計、亮度、反應時間與續航力等硬體設計挑戰。3. Meta發布Hypernoa的策略目的：1) 搶先Apple發佈，打造品牌形象、2) 儘早累積生態經驗、與3) 理解用戶行為。 ...

Market Trend - Earlier analysis indicated stock price increases, aligning with President Trump's concerns [1] Investment Analysis - Analysis of the U S Government's equity investment in Intel suggests the deal doesn't guarantee technology gains [1] - The investment prevents valuation decline [1] Analyst Perspective - 郭明錤 (Ming-Chi Kuo) provided analysis on the U S Government's equity investment in Intel [1]

先前的分析提到了股價上漲理由，看來這的確是Trump總統很重視的事情。https://t.co/M3qa6exXcK https://t.co/JalrtCOiYZ郭明錤 (Ming-Chi Kuo) (@mingchikuo):美國政府取得Intel股權之重點分析此交易無法保證「技術上限」，但能確保「估值下限」全文連結https://t.co/kZzeYmUp9s https://t.co/6ZRpP0oH7m ...

Government Investment Analysis - The U S government's equity investment in Intel does not guarantee technology gain [1] - The investment prevents valuation pain for Intel [1] Deal Implications - The deal's full story is available at the provided URLs [1]

Investment Analysis - The U S government's acquisition of Intel shares does not guarantee a "technology ceiling" [1] - The acquisition ensures a "valuation floor" for Intel [1]

Eternal Materials’ First-Ever TSMC Advanced Packaging Order — Exclusive MUF and LMC for 2026 Apple Chips, New CoWoS Beneficiary, Eyeing Global High-Gross Margin LMC Market Worth Over NT$10Bhttps://t.co/7HyBwrN6zd https://t.co/XblaoFWUiS ...

長興材料首度取得台積電先進封裝材料訂單，獨供Apple 2026處理器MUF與LMC，預期成CoWoS新受益者並搶攻全球逾百億高毛利LMC市場https://t.co/jTGweXr5r2 https://t.co/UsoTqCQdMn ...