Apple is introducing Live Translation, powered by Apple Intelligence, for Messages, FaceTime, and Phone calls. “Live translation can translate conversation on the fly,” Leslie Ikemoto, Apple’s director of input experience, said Monday during the WWDC event. The translation feature is “enabled by Apple Built models that run entirely on your device so your personal conversations stay personal.” In Messages, Live Translation will automatically translate text for you as you type and deliver it in your preferre ...

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 ...

Core Viewpoint - Apple is preparing for WWDC25, focusing on significant updates in UI design and system naming conventions, which are expected to enhance user experience and market confidence amid challenges with Apple Intelligence [1][3][49]. Group 1: UI Design Updates - The upcoming WWDC25 will introduce a new UI design called Solarium, which aims to align iOS, iPadOS, and macOS with the design principles of Vision Pro [5][9]. - The new design will utilize frosted glass materials and layered lighting to create a more immersive user interface, enhancing the interaction experience across devices [7][9]. - This update marks a significant shift from the flat design established since iOS 7 in 2013, with the new UI expected to be revealed at WWDC25 and officially launched in the fall [13][49]. Group 2: System Naming Changes - Apple plans to change its version naming system from generational to year-based, with the next iOS version likely to be named iOS 26 instead of iOS 19, aligning all operating systems under a unified versioning scheme [14][18]. - This change aims to simplify the naming process and address inconsistencies across different devices, enhancing brand coherence [16][19]. Group 3: Gaming Applications - Apple is set to launch a standalone gaming application derived from the long-standing Game Center, which will integrate games from the App Store and Apple Arcade, functioning similarly to a mobile version of Steam [22][24]. - The new Game Center will also have a Mac version, allowing users to manage games from various platforms, reflecting Apple's growing focus on the gaming market [26][28]. Group 4: Hardware Updates - Potential hardware announcements at WWDC25 may include an updated AirTag with enhanced tracking capabilities and a new Mac Pro that could skip the M3 series and upgrade directly to M4 Ultra [31][33][36]. - There are also rumors of a new HomePad device that combines smart home control with entertainment features, although its release may be delayed until 2026 [41][44]. Group 5: Market Implications - The anticipated changes in UI design and system naming are seen as crucial for restoring consumer confidence and market performance, especially after a lackluster response to Apple Intelligence [3][49]. - If successful, these updates could provide a much-needed boost to Apple's market perception, moving away from abstract concepts towards tangible improvements in user experience [49][51].

每经编辑｜毕陆名 近日，美国最大公共养老基金——加州公务员退休基金（CalPERS）对其投资组合进行了重大调整，大幅减持了苹果公司的股票。 美国证券交易委员会（SEC）披露的文件显示，一季度，CalPERS抛售了510万股苹果公司股票，持仓规模降至3470万股。与此同时，CalPERS增持了 Meta、AMD和麦当劳的股票，增持数量分别为57.9万股、32.5万股和49.4万股。 根据公开资料，CalPERS管理超过5400亿美元（约合人民币近4万亿元）的资产，以支持200多万加州公务员的退休福利。该养老基金一季度抛售苹果股票的 举动，可能预示着大型机构投资者对苹果的信心下降，也加剧了市场对苹果前景的担忧。 据证券时报，对于抛售苹果股票的报道，CalPERS回应媒体称："公司的公共资产投资是以指数为导向的，并使用系统和定量的投资策略进行优化，不受任 何单一时期事件的驱动。因此，我们通常不会对我们的个人持股或交易发表评论。我们的团队将继续评估整体市场状况。" 苹果公司的业务及股价受关税影响比较大。该公司5月初预计，将在第三财季（2025年3月30日至6月28日）因美国关税政策损失约9亿美元。另外，美国总统 特朗 ...

Apple (AAPL) next-generation infotainment system CarPlay Ultra is now available with new Aston Martin models in the U.S. and Canada. The latest system will be available for existing vehicles with a software update. CarPlay Ultra is also expected to be available with new models from Hyundai, Kia, and Genesis. According to Fortune Business Insights, the global infotainment industry is expected to see a CAGR of 7.2% between 2025 and 2032 to hit $58.18 billion by 2032. CarPlay, along with Android Auto, has been ...

Apple sent invites for its developer-focused event, Worldwide Developers Conference (WWDC), which will be held from June 9 to June 13 with an “On the horizon” tagline.The company will likely announce new versions of its operating systems, namely iOS 19, iPadOS 19, WatchOS 12, macOS 16, and visionOS 3. The developer conference is both in person and online, with Apple introducing online group sessions for the first time, according to the announcement page. The company will also announce a slew of Apple Intel ...

Even Warren Buffett's most trusted stock is facing pressure from Trump's tariffs and global slowdowns. So is now the time to buy, or to rethink Apple entirely?Apple (AAPL 0.49%) just posted solid earnings, but with Trump's tariffs looming and China sales slowing, even Warren Buffett's top tech stock is under pressure. In this video, I dive into Apple's latest financials, break down its risks, and explore the upside of Apple Intelligence and booming services revenue. Is Apple still a smart buy? Or has it los ...

Core Viewpoint - Apple's upcoming second-quarter fiscal 2025 results are anticipated to show challenges in iPhone sales due to intense competition in China, particularly from local brands like Huawei and Xiaomi, while the Services segment is expected to continue its strong growth trajectory [1][2]. iPhone Sales - iPhone net sales for the fiscal second quarter are estimated at $46.45 billion, indicating a modest year-over-year growth of 1.1% [3]. - The delay in the launch of Apple Intelligence in key markets, including Mainland China, raises concerns about iPhone sales performance [1]. Services Segment - The Services segment is projected to achieve a low double-digit growth rate year-over-year, with net sales estimated at $26.76 billion, reflecting a 12.1% increase [2][3]. - The growth in Services is supported by a strong install base, with over 1 billion paid subscribers, which has more than doubled in the past four years [4][5]. Mac Sales - Mac net sales are expected to reach $7.79 billion, suggesting a year-over-year growth of 4.6% [9]. - The Mac segment has benefited from strong demand for the new M4 chip series, contributing to a 14.1% year-over-year shipment growth, with Apple holding an 8.7% market share [6][8]. iPad Sales - iPad sales are projected to increase to $5.92 billion, indicating a year-over-year growth of 6.5% [12]. - The introduction of the new iPad Air with the M3 chip is expected to drive sales, with previous iPad sales having increased by 15.2% year-over-year to $8.09 billion [11][12].

Counterpoint Research 本文为 Counterpoint 发布的 2024 年 Q4 各地区智能手机市场数据报告，如需阅读完整内容请扫描每 篇报告下方的二维码。 2024 年 Q4 全球智能手机市场总结 全球智能手机市场份额 Q2 2023 - Q4 2024 数据来源：Counterpoint Research 市场监测服务 OPPO 自 Q3 2021 起包含 OnePlus 扫码跳转 阅读全文 尽管 2024 年 Q4 全球智能手机市场整体持平，但全年仍实现 4% 的增长，主要得益于加勒 比和拉美以及欧洲市场的增长。 苹果以 23% 的市场份额领先 2024 年 Q4 全球智能手机市场，三星以 16% 的份额位居第 二。 小米排名第三，出货量同比增长 5%，而 vivo 同比增长 13%，成为 2024 年 Q4 前五大品牌 中增长最快的品牌。 OPPO 在 2024 年 Q4 出货量同比下降 3%，但在中国、拉美和西欧市场表现良好。 在 5G 细分市场，苹果以 32% 的市场份额占据全球领先地位，三星以 16% 紧随其后。 在前五大品牌中，小米以 33% 的同比增长率成为 5G 领 ...

2024 年 Q4 全球智能手机市场总结 数据来源：Counterpoint Research 市场监测服务 全球智能手机市场份额 Q2 2023 - Q4 2024 尽管 2024 年 Q4 全球智能手机市场整体持平，但全年仍实现 4% 的增长，主要得益于加勒 比和拉美以及欧洲市场的增长。 苹果以 23% 的市场份额领先 2024 年 Q4 全球智能手机市场，三星以 16% 的份额位居第 二。 小米排名第三，出货量同比增长 5%，而 vivo 同比增长 13%，成为 2024 年 Q4 前五大品牌 中增长最快的品牌。 OPPO 在 2024 年 Q4 出货量同比下降 3%，但在中国、拉美和西欧市场表现良好。 在 5G 细分市场，苹果以 32% 的市场份额占据全球领先地位，三星以 16% 紧随其后。 在前五大品牌中，小米以 33% 的同比增长率成为 5G 领域增长最快的品牌，主要受中国、 印度和俄罗斯市场的强劲需求推动。 低成本 5G 机型的普及以及 GenAI 在中低价位段的渗透，将成为 2025 年需要关注的关键趋 势。 OPPO 自 Q3 2021 起包含 OnePlus 扫码跳转 阅读全文 Count ...