智通财经APP获悉，TrendForce集邦咨询发文称，Apple(苹果)即将发布iPhone 17、iPhone 17 Air(暂名)、iPhone 17 Pro及Pro Max四 款旗舰新机，除了外观辨识度升级，处理器性能、散热和拍摄功能等均有所提升，有望带动买气。TrendForce集邦咨询预估，2025 年iPhone 17系列出货量有望较iPhone 16系列于2024年的出货表现成长3.5%；Pro系列依然是市场销售主力。不过，全球经济表现疲 弱及高端机型潜在涨价可能性，将成为销售的挑战。 TrendForce集邦咨询表示，iPhone 17 Air标志着Apple正式开辟轻薄型旗舰机的新战局，但由于压缩电池容量及精简相机规格，可能 难以完全满足偏好大电池与高画质拍摄的消费需求。TrendForce集邦咨询认为，Air初期出货占比预计将与过往Plus系列相当，实际 销售表现仍待观察。 | Model | iPhone 17 | iPhone 17 Air (TBA | iPhone 17 Pro | iPhone 17 Pro | | --- | --- | --- | --- | --- | | ...

作者：周源/华尔街见闻 苹果公司正与Google就将后者的Gemini大模型引入新版Siri展开讨论。 这一潜在合作，既是技术抉择，也是金融算术：苹果如何平衡创新节奏与资本市场预期，Google又能否 凭借外部落地重新赢得AI估值红利？ 更具有吸引力的悬念在于：苹果能否通过外部模型在短期追赶体验差距的同时，不至于陷入战略依赖？ 资本市场、利润结构、竞争格局，这些维度，才是投资者与业界更关注的焦点。 创新窗口与资本压力 苹果在生成式AI上起步较晚。 与微软绑定OpenAI、Google全力押注Gemini相比，苹果的自研路径显得低效、缓慢和不思进取。 面对市场对"iPhone已触顶"的担忧，AI成了资本市场呼声最高的突破口。 熊彼特在《资本主义、社会主义与民主》中提出"创造性毁灭"，提醒企业若不能在技术周期中自我更 新，终将被市场淘汰。 苹果的AI焦虑实际上自ChatGPT 3.5低调"问世"之后就一直存在，但进展迟缓，态度犹疑；而此时引入 外部模型，本质上是对"毁灭"威胁的又一次主动延缓。 Gemini若果真内嵌在Siri中，那么苹果的财务算术题会给出怎样的答案？ 据公开报道显示，Google已开始训练一款可 ...

Core Viewpoint - Apple is set to launch four flagship models: iPhone 17, iPhone 17 Air (tentative name), iPhone 17 Pro, and iPhone 17 Pro Max, with upgrades in design, processor performance, thermal management, and camera capabilities, which are expected to boost sales [2][6]. Product Overview - The iPhone 17 series is projected to see a 3.5% increase in shipment volume compared to the iPhone 16 series in 2024, with the Pro series remaining the main sales driver [2]. - The iPhone 17 Air represents Apple's entry into the lightweight flagship market, but its reduced battery capacity and simplified camera specifications may not fully meet consumer demands for high battery life and camera quality [2][7]. Hardware Specifications - All models will be equipped with the A19 processor, while the Pro series will feature the A19 Pro processor [6]. - The RAM for the iPhone 17 Air, Pro, and Pro Max will be expanded to 12GB, with storage options starting from 256GB up to 1TB [7]. - The camera system will see significant upgrades, with front cameras increasing from 12MP to 24MP and rear cameras upgraded to 48MP, particularly in the Pro series [7]. Pricing Strategy - The base model iPhone 17 is expected to maintain last year's pricing, while the Air, Pro, and Pro Max models may see price increases of $50 to $100 due to innovations and upgrades [7]. - The iPhone 17 Air is positioned to compete with the Samsung S25 Edge in terms of pricing [7]. Product Line Strategy - The introduction of the Air series and future foldable models indicates Apple's strategy to diversify its product line to attract a broader consumer base [7]. - TrendForce suggests that Apple's product release schedule may shift to launch a mid-range model in the first half of the year and the Air, Pro, Pro Max, and foldable models in the second half, creating a more diverse and clearly segmented product matrix [7].

India is becoming Apple’s factory floor, with nearly one in five iPhones assembled there. Yet this also shows how far the country still lags behind https://t.co/lBW5MqRaVj ...

这家公司名为Alex，专注于为iOS开发者打造AI辅助工具—— 简单来说，他们的产品就是苹果Xcode量身定制版Cursor，将智能助手直接集成到了Xcode开发环境中，填补了苹果自身的空缺。 Alex官网和创始人都已挂出公告，宣布即将加入OpenAI Codex团队。看上去OpenAI这回是不会重蹈Windsurf收购失败的覆辙了。 有意思的是，就在几天前，OpenAI刚刚宣布GPT-5已经内置于Xcode 26中。如此看来，将Alex收入囊中这件事，并非毫无端倪。 而网友们也对OpenAI Codex + "iOS/MacOS最佳Coding Agent"的组合感到期待。 毕竟在此之前，不少Alex的用户就觉得苹果应该将收购这家初创公司： 如今OpenAI出手，Alex解决了初创公司资金紧张的问题，OpenAI则补强了针对苹果开发环境的深度优化，并直接收获一波对Coding Agent有深入理解的 AI人才。 虽然前者名头不似Windsurf那般响亮，但确实，OpenAI在编程领域和老对手Anthropic的竞争，又添一枚重磅筹码。 "iOS和MacOS应用最佳Coding Agent" Xcode是苹果 ...

henry 发自 凹非寺 量子位 | 公众号 QbitAI AI自动生成的苹果芯片Metal内核，比官方的还要好？ Gimlet Labs的最新研究显示，在苹果设备上，AI不仅能 自动生成Metal内核 ，还较基线内核实现了 87% 的PyTorch推理速度提升。 更惊人的是，AI生成的Metal内核还在测试的215个PyTorch模块上实现了平均 1.87倍 的加速，其中一些工作负载甚至比基准快了 数百倍 。 真就AI Make苹果AI Great Again？ 用AI为苹果设备生成内核 先说结论：通过AI自动实现内核优化，可以在无需修改用户代码、无需新框架或移植的情况下，显著提升模型性能。 至于为什么是苹果？别问——问就全球最大硬件供应商（doge） 接下来，让我们看看研究人员是怎么做的： 为了证明这一点，研究人员选取了来自Anthropic、DeepSeek和OpenAI的8个顶尖模型，让它们为苹果设备生成优化的GPU内核，以加速 PyTorch推理速度。 实验设置 首先，在模型选择方面，参与测试的模型包括：claude-sonnet-4、claude-opus-4；gpt-4o、gpt-4.1、gpt ...

9月4日，#iPhone异地隔空投送 #话题登上新浪热搜。 第五步，传输方接受邀请 据悉，苹果官网显示，通过"隔空投送"，能够以无线方式将照片、视频、网站和位置等发送到附近的其他设备和 Mac 电脑（要 求 iOS 7、iPadOS 13、OS X 10.10 或更高版本）。"隔空投送"使用无线局域网和蓝牙来传输信息，因此必须将它们打开。若要使 用"隔空投送"，需要用户使用 Apple ID 登录。出于安全性原因，传输会加密。 热搜热议的"iPhone异地隔空投送"实为iCloud共享相簿功能，与AirDrop隔空投送本质不同。 第一步,新建联系人 取消 新建联系人 完成 姓氏 名字 公司 86 手机 > 手机 > 86 添加电话 添加电话 3 添加电子邮件 1 ్గే N 将传送对象添加至联系人 6 5 ヤ = ഗ 注意:需在电话号码前添加"86" 7 PORS ട്ട ∞ w x x z O + * # 图 | 第二步,设置共享相册 | | | | | | --- | --- | --- | --- | --- | | 设置 | | | | | | 翻译 | V | | | | | 地图 | V | | ...

Dominance in cloud computing and artificial intelligence is propelling these two tech leaders.Let's get one thing out of the way: Apple (AAPL 3.62%) is an excellent company. It boasts one of the most valuable brand names in the world, an army of loyal customers, and has consistently proven its innovative qualities over time. However, the tech leader has faced challenges lately, one of which is the threat of tariffs. Furthermore, Apple has fallen behind some of its similarly sized tech peers in the rapidly e ...

Core Insights - Apple is planning to launch an AI search engine called "World Knowledge Answers" in Spring 2026 to compete directly with ChatGPT and Perplexity [1][4] - The company is considering a partnership with Google to utilize its AI models for enhancing Siri's functionalities [6][4] - Following the announcement, Apple's stock rose by 3.8%, marking its largest single-day gain in nearly a month [3] Group 1: AI Search Engine Development - Apple aims to integrate the new AI search engine into Siri, allowing users to ask questions and receive concise answers by leveraging AI technology [4] - The search engine will also be considered for integration into Safari and Spotlight search features [5] - Apple is assembling multiple teams, including the Siri team and the AI department, to support this initiative [6] Group 2: Talent Acquisition and Retention - Apple is facing a talent crisis, having lost 10 AI team members in a short period, including key figures who joined Meta [10][12][16] - The company is actively seeking acquisition opportunities to bolster its talent pool, particularly in AI [8][9] - Despite the halted acquisition discussions with Perplexity, Apple remains open to pursuing other talent acquisition strategies [7]

每经AI快讯，9月4日，美股科技"七姐妹"盘前涨跌互现，亚马逊、特斯拉涨1%英伟达涨0.1%，苹果、 谷歌A持平。 ...