Core Viewpoint - Apple is set to launch a touchscreen MacBook Pro featuring the iPhone's Dynamic Island design, marking a significant shift in its product line, with the first models expected by late 2026 [1][2]. Group 1: Product Features - The new MacBook Pro models, codenamed K114 and K116, will come in 14-inch and 16-inch sizes and will be the first to incorporate OLED display technology in the Mac product line [1]. - The Dynamic Island will replace the notch, providing more usable screen space and supporting interactive features similar to those on the iPhone, allowing users to view notifications and control media easily [1]. - The design will maintain similarities to existing models, including a full-size keyboard and large trackpad, but will introduce a dynamic user interface that allows seamless switching between touch and click inputs [1]. Group 2: Software Optimization - Apple is optimizing macOS for touch operations, enabling users to interact with larger, touch-friendly controls based on their input method, including support for iPad gestures like pinch-to-zoom and quick scrolling [2]. - The macOS Tahoe design language, introduced last year, has been tailored to facilitate the transition to touchscreen capabilities by increasing spacing for icons and notifications [2]. Group 3: Industry Context and Historical Perspective - This new MacBook Pro will be the first to support touchscreen gestures, representing a major shift for Apple, which has historically resisted integrating touch technology into its Mac lineup [3]. - The industry landscape has changed, with many Windows laptops adopting touchscreens as standard, prompting Apple to reconsider its stance on touch functionality for Macs [3]. - Apple's hardware chief previously indicated that the company had no reason to change its approach, but the evolving market dynamics and user expectations may necessitate this shift [3].

图片来源：张建 据媒体报道，这是自2013年Mac Pro在美国本土生产失利后，苹果又一次将核心硬件生产线迁回美国的重大尝试。 每经编辑｜毕陆名 苹果此举的背后，是多方压力的集中释放。一位接近苹果公司的分析师告诉记者，首先，最直接的推手是关税。通过将部分Mac Mini产能移入美国，苹果可 以直接服务美国本土市场，规避潜在的关税大棒。其次，是政治承诺的兑现。在2025年美国政府的施压下，苹果作出了6000亿美元的投资承诺，而休斯敦工 厂的改造与生产，正是向政府递交的一份直观的"成绩单"。 2月24日，苹果CEO蒂姆·库克在社交平台发文称，作为公司6000亿美元投资计划的一部分，Mac mini将于今年晚些时候首次在美国生产。 长期将供应链管理视为"核心优势"的苹果，如今正遭遇罕见的"成本反噬"。随着OpenAI、谷歌等科技巨头疯狂抢购AI芯片及配套存储芯片，全球内存 （DRAM）与闪存（NAND）价格暴涨。数据显示，三星与SK海力士已将供应给iPhone的内存芯片价格大幅上调。更严峻的是，供应商的议价模式发生了改 变——铠侠（Kioxia）已要求NAND报价翻倍，且改为按季度重新议价。这意味着苹果曾经依赖的长 ...

智通财经APP获悉，Omdia发文称，开放式耳机市场持续扩张。Omdia数据显示，到2025年，开放式产品占全球个人音频市场10%以上，年出货量超过 3000万台。随着品类规模扩大，产品策略与竞争格局正经历结构性调整。 早期增长主要由骨传导技术驱动，该技术具有明确的技术门槛，并与运动与安全导向场景高度契合。随着消费者认知与接受度提升，市场逐步扩展至空气 传导、耳挂式与耳夹式设计等多种架构。Omdia数据，韶音(Shokz)在2023至2025年连续三年保持全球开放式耳机出货量第一，体现出早期技术壁垒与场景 契合所带来的规模优势。 然而，随着替代性技术架构逐步普及、制造复杂度持续下降，形态创新已从差异化来源转变为进入市场的基础要求。厂商的设计逐渐趋同，普遍围绕舒适 性、成本效率与规模化生产能力之间的平衡展开。到 2025 年，空气传导的耳夹式产品已成为该品类的核心增长引擎，实现三位数的出货量增长，并被广 泛厂商采纳。其相对易于实现的技术路径降低了行业进入门槛，加速了新品牌入场，使市场格局保持分散。前五大厂商合计出货占比不足 50%，竞争格 局仍处于动态变化之中。值得注意的是，传统音频巨头尚未建立起持续性的主导地 ...

Core Viewpoint - Apple CEO Tim Cook announced that as part of the company's $600 billion investment plan, the Mac mini will be produced in the United States for the first time later this year [1] Group 1 - The Mac mini will be manufactured in the U.S. for the first time [1] - This production move is part of a broader $600 billion investment strategy by the company [1]

《北美前哨》作者 康路 发自纽约 在2026年2月24日召开的苹果年度股东大会上，两项看似常规的议程投票，却共同将市场的目光引向了 一个更深远的问题：苹果的"后库克时代"将何时以及如何开启？ 首先，股东们批准了公司高管薪酬方案，其中CEO蒂姆·库克2025财年高达7430万美元（约合人民币5.1 亿）的实际总薪酬得以确认。这份薪酬包的绝大部分由与业绩紧密挂钩的浮动激励构成，其顺利通过， 既是对库克领导下公司2025年创纪录业绩的认可，也凸显了这位"供应链大师"的巨大价值。其次，董事 会所有成员均获连任，包括两位已超过75岁传统退休年龄的核心成员75岁的主席阿特·莱文森与77岁的 审计主席罗恩·舒格。这一"超龄护航"的安排获得股东支持，被外界解读为在公司面临关键转型期时， 对现有领导层稳定性的高度倚重。 正是这两项决议共同强化了外界对于苹果权力交接的关注。在多位资深高管近年相继退休的背景下，这 场股东会仿佛拉开了苹果未来十年领导层布局的序幕，外界对库克交接班时间表的讨论再度引发关注。 苹果官方并未公布任何继任时间表或人选计划，但外界对交接节奏的关注已显著提高。其中，库克可能 在交接CEO后留任董事长，以给继任者 ...

咱们这刚过完年，那大洋彼岸的库克老厨子可没放假。 屏幕前的 iPhone 17 Pro Max 用户有福了，外媒最新消息爆料了全新 iPhone 18 系列！（不保真，仅供参考） 据外媒爆料，2026 年库克除了带来" iPhone 18 两件套"，还会有首款 iPhone 18 折叠版！ 有资深果粉应该发现了，今年常规的 iPhone 18 只有两款，那就是 iPhone 18 Pro / Pro Max。 其实这事早在 9 个月前就爆料过了，今年 iPhone 18 只首发 Pro 系列； 而 iPhone18 / 18e 两款定位入门级的型号将推迟到 2027 年的春季发布会（ 3 月份左右） 。 至于为什么要这样安排？果子这里说两句不太成熟的观点； 个人认为从 iPhone 17 开始，标准版已经出现抢占 Pro 版销量的趋势。 24 年双十一销量中，16 标准版卖得没国产多，但是 25 年 17 标准版却直接冲到前三。 当然这些都是果子主观臆断，大家看看乐子就好。 额...又扯远了，我们先来看 iPhone 18 Pro 系列的消息吧。 外观方面，iPhone 18 Pro 系列毋庸置疑是延续现款的 ...

Group 1 - Apple CEO Tim Cook announced that the Mac mini will be produced in the U.S. for the first time as part of a $600 billion investment plan [1][3] - The new factory will be located in Houston, doubling the area of the existing park and creating thousands of jobs [3] - Apple will also expand the production capacity of advanced AI servers, which have already met production targets ahead of schedule since their launch in 2025 [3]

Core Insights - The mobile industry is experiencing significant shifts due to supply chain pressures, leading to different responses from companies like vivo, Meizu, and Nubia [1][2][3] - The rise in DRAM prices has disproportionately affected mid-tier smartphone manufacturers, pushing some towards the brink of collapse [2][3][5] - Historical parallels are drawn between the current situation and the fall of Nokia, emphasizing how supply chain dynamics can redefine industry leaders [2][13] Company Responses - Meizu has officially canceled the launch of its Meizu 22 Air due to rising memory costs, reflecting its inability to sustain operations [5][6] - Vivo has appointed Hu Baishan as the new president, signaling a strategic shift towards technology and innovation beyond smartphones [7][9] - Xiaomi is diversifying its business model by focusing on automotive and smart home sectors, indicating a shift in growth strategy [9][10] Market Dynamics - The high-end smartphone market is thriving, with predictions that devices priced over $600 will capture over 35% of the global market share by 2026 [6] - The mid-tier market is shrinking, with longer replacement cycles and reduced consumer willingness to upgrade due to rising costs [6][10] - The entry of AI into the smartphone market is creating new dynamics, with companies like ByteDance testing user willingness to cede control for convenience [11][12] Future Outlook - The combination of rising DRAM prices and the introduction of AI is reshaping the survival thresholds in the smartphone industry [13] - Companies that adapt to these changes, like Xiaomi with its automotive ambitions, may find new avenues for profitability [10][13] - The overall landscape of the smartphone market is expected to evolve significantly, with AI playing a central role in defining future consumer experiences [12][13]

Core Viewpoint - Apple has acquired assets from invrs.io and hired its sole employee, the founder Martin Schubert, to enhance its capabilities in photonics research and AI-assisted design [1][3]. Group 1: Acquisition Details - Apple informed the EU in October of last year about the acquisition of certain assets from invrs.io LLC, which focuses on developing an open-source framework for photonics research [3]. - The acquisition includes hiring Martin Schubert, who previously worked as a research scientist at Meta and has over a decade of experience at Google and Micron Technology [3]. Group 2: Company Focus and Goals - invrs.io aims to advance AI-assisted design, initially focusing on the optical field, which is crucial for components in AR/VR devices, data centers, and autonomous vehicles [3][4]. - The company is building an open ecosystem for AI scientists, optimization algorithm researchers, and optical design engineers, featuring various open-source projects including standardized design tasks and optimization tools [3]. Group 3: Potential Applications - It remains unclear how Apple plans to utilize these tools and what specific role Schubert will play within the company [4]. - Photonics is closely related to many of Apple's products, including camera systems, displays, sensors, and LiDAR scanners, with invrs.io's tools potentially aiding in the design of future iPhone, iPad, and Apple Vision Pro models [4].

All right, so more good news on the economic front. Uh just in time for the White House ahead of President Trump's State of the Union tonight. Consumer confidence saw a huge pop this month.Uh and listen, it was among independent voters. Forget about the Republican and Democrats. This is really about independence, and that is a huge plus.Now, overall, present conditions and expectations improved, and that's exactly what you want to see. I got to tell you something that shocked me. Even CNN admitting that the ...