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]

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]