Financial Performance - Revenue grew 8% to $96.77 billion in the September quarter [2] Market Dynamics - iPhone achieved revenue records in China market [1][2]

Market Analysis & Strategy - Apple's entry into the smart glasses market has been surprisingly slow, despite its potential to create the best product in the Meta Ray-Ban-like category [1] - The smart glasses category could potentially cannibalize some of Apple's AirPods demand, impacting its hardware business [1] - Apple has historically excelled at creating new product categories and cannibalizing its own products [2] - Apple's renewed push for hardware innovation is undoubtedly good news for the supply chain [2] Future Roadmap - Smart Glasses are set to drive the next wave in consumer electronics [3] - Apple Vision Series and Smart Glasses Roadmap (2025–2028) [3]

Market Trend & Product Strategy - Apple's decision-making on smart glasses, similar to Meta Ray-Ban, is considered slow, potentially impacting AirPods demand [1] - The industry views Apple's smart glasses as a potential consumer electronics trend driver from 2025-2028 [1] - Apple's active innovation in hardware products is beneficial for the supply chain [1] Competitive Analysis - Describing Apple's product as "similar to Ray-Ban smart glasses" is seen as a form of humiliation, yet an objective description of the industry situation [1] - The industry believes Apple has the capability to create the best smart glasses in the market [1]

Product Roadmap - Apple Vision 系列和智能眼镜的路线图规划时间为 2025 年至 2028 年 [1] - 智能眼镜有望驱动消费电子产品的下一波浪潮 [1]

Product Development & Market Trend - Apple Vision 系列和智能眼镜产品规划预测 (2025-2028) [1] - 智能眼镜有望带动下一个消费电子趋势 [1]

Apple Foldable iPhone Updates:1. Assembly supplier Foxconn is expected to officially kick off the project in late 3Q25 or early 4Q25. As of now, many component specifications (including the hinge, which has drawn considerable market attention) have yet to be finalized.2. The foldable display is one of the few components with finalized specifications and serves as a good reference for estimating potential shipments. Samsung Display (SDC) plans to build annual production capacity for 7-8 million foldable pane ...

Apple摺疊iPhone更新：1. 組裝廠商鴻海預計在3Q25底或4Q25初正式開案，目前仍有不少零組件的完整規格尚未定案，包括市場關注的軸承。2. 目前用折疊螢幕推估折疊iPhone出貨量有較好的參考性，因其是少數規格完全定案的零組件之一。Samsung Display (SDC) 預計將建置每年約7-800萬片折疊螢幕的產能，供折疊iPhone所用。因2026年實際生產時間可能僅數個月，2026年折疊iPhone螢幕出貨量應會低於年產能。3. 市場近期傳言Apple下單1,500-2,000萬部的折疊iPhone訂單，經過對數種零組件調查指出，這種等級的訂單規模是指生命週期 (2-3年) 的訂單總量，而非2026年出貨量。這代表Apple預計在2H26量產的折疊iPhone，或許是高單價因素，該機型在2027與2028年的年出貨量均為數百萬部。4. 需注意的是，在正式開案前，一切改變都有可能。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:// ...

As I mentioned earlier, Apple could try to calm Trump's emotions in order to temporarily shift his focus from the iPhone tariffs. It looks like they’ve figured out how.Trump: Apple Is Going to Buy a Lot of Trump Gold Cardshttps://t.co/BpYwyzdkAW郭明錤 (Ming-Chi Kuo) (@mingchikuo):According to the news, if Trump is indeed threatening a 25% iPhone tariff because Tim Cook didn't join his Middle East trip, it might actually be a good thing for Apple in the short term. Apple could potentially delay any discussion a ...

For investors, the most important part of WWDC 2025 is Apple's AI—other updates, such as UI design, are secondary. While AI competition is more of a marathon than a sprint, WWDC 2025 is likely to disappoint most investors' expectations (particularly when compared with Google I/O). That said, Apple's stock didn't move much following the event, consistent with my analysis that market expectations for Apple’s AI are already quite low. Additionally, some investors still cling to the belief that Apple "will fina ...

對投資人來說，WWDC 2025最重要的是Apple的AI，其他的更新如介面設計都是次要。雖然AI競爭像一場馬拉松，而非單一事件決定輸贏，但WWDC 2025應該讓大部分的投資人期待落空 (特別是跟Google I/O比較下)。不過，WWDC後Apple股價波動不大，原因就如我分析，市場對Apple的AI預期很低，另外也是有部分投資人始終相信「Apple終究會在AI領域佔有一席之地」。AI產業進展正加速中，意味著Apple如果不加大投資，跟競爭對手的差距可能會擴大。這或許對Apple的硬體在短期內影響有限，但這是Apple在次世代消費電子產品 (如AR眼鏡) 的挑戰。郭明錤 (Ming-Chi Kuo) (@mingchikuo):Apple WWDC 2025的3個觀察重點：1. Apple的AI策略是焦點，其他如介面設計改變、作業系統功能改善等都是次要。2. 不預期Apple在AI技術上有重大突破。不過，市場對Apple的AI預期不高，只要Apple能清楚說明AI如何在終端裝置上實現與開發時程，應該就算及格。3. ...