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 ...

Production & Timeline - Hon Hai (Foxconn) is expected to officially start the project for the foldable iPhone at the end of 3Q25 or the beginning of 4Q25 [1] - Many component specifications, including the hinge, are yet to be finalized [1] - Mass production of the foldable iPhone is projected to begin in 2H26 [1] Display & Capacity - Samsung Display (SDC) is anticipated to establish a production capacity of approximately 7-8 million units of foldable screens annually for the foldable iPhone [1] - The actual screen shipments for the foldable iPhone in 2026 are expected to be lower than the annual production capacity due to limited production time [1] Order Volume & Market Expectations - Recent market rumors of Apple placing orders for 15-20 million units of foldable iPhones refer to the total order volume over a product lifecycle of 2-3 years, not the 2026 shipment volume [1] - The foldable iPhone model is expected to have annual shipments in the millions in 2027 and 2028, potentially due to its high price [1] Caveats - All details are subject to change before the official project commencement [1]

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. ...

Three Key Points to Watch at Apple WWDC 20251. Apple’s AI strategy takes center stage, with updates like UI changes and OS improvements playing a secondary role.2. No major breakthroughs in Apple's AI technology are expected. Still, with the market's limited expectations, Apple can meet them by clearly explaining how AI features will work on devices and outlining a development timeline.3. Apple's on-device AI implementation will likely focus on several aspects: 1) Rebranding Apple Intelligence/Siri, 2) Inte ...

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. 終端裝置上實現AI可能聚焦在幾個地方，包括：1) Apple Intelligence/Siri品牌之再造、2) 作業系統整合AI以提升整體體驗、3) 提供第三方開發者整合AI與App的工具、4) 強化隱私保護機制 (軟體與基礎建設)、與5) 與更多既有知名AI服務平台合作。去年WWWDC因Apple宣布琳瑯滿目的AI服務，而對其AI前景抱持樂觀的想法，在經過一年的不如預期後，今年這種樂觀情緒應該會有所降溫。許多人始終認為，Apple憑藉生態、晶片開發與產品設計的優勢，終究能在AI趨勢下取得一席之地。這種想法沒錯，但這是不需深入研究就能得到的結論。上述的Apple既有優勢，只能保證Apple的硬體產品，會是很好的AI服務/軟體通路，但不代表Apple可憑藉AI創造差異化或可持續的競爭優勢。 ...

Companies used to handling market expectations tend to play it safe with their quarterly guidance during product transitions, unless they’re sure about the new product ramp-up and how smoothly the transition will go.對管理市場預期比較有經驗的公司，在面對產品轉換的季度時，除非對新產品量產與轉換效率有信心，否則通常都會用比較謹慎的態度提供指引。 ...