Core Viewpoint - Apple is focusing on the production and shipment of its three highest-end iPhone models for 2026 while delaying the standard model due to a shift in marketing strategy and supply chain constraints [1] Group 1 - The company is prioritizing its premium iPhone models, indicating a strategic shift towards higher-end products [1] - The rollout of the standard iPhone model has been delayed, reflecting changes in market demand and supply chain issues [1] - This decision may impact the overall sales strategy and revenue projections for the upcoming fiscal periods [1]

TrendForce集邦咨询供应链调查结果显示，Meta初期对AR眼镜市场需求采取相对保守的态度，除了考量过往VR装置销售的表现，也因关键光学零部件的 供应仍受限。以Lumus阵列光波导为例，由于制程相对复杂与精密，Meta最初的订单仅约8万台，属于测试市场水温的规模；产品上市半年内，拉货节奏 迅速调整，近期已扩大至15万台，增幅高达87.5%。其余如OmniVision的Liquid Crystal on Silicon(LCoS)、Goeroptics光引擎组装，以及SCHOTT的光波导关 键光学零部件订单，也呈阶梯式成长。 TrendForce集邦咨询表示，此一情况反映产品在渠道端去化速度极快，也显示消费者仍高度好奇带有显示的AI智能眼镜，更象征Meta在穿戴式装置策略的 调整，已一定程度扭转过去VR装置销售疲弱引发的市场疑虑。 短期内，Meta的成功势必加速其他品牌及生态系伙伴对AR眼镜的硬件规格升级，以及AI应用情境深化与软件生态整合发展。然而，在Meta发布下一代产 品前，Samsung(三星)、Google(谷歌)等大厂亦会推出自有品牌的AR眼镜。现有供应链在光学、显示与组装等关键环节的产能与良 ...

Jan. 30, 2026 Tr e n dFo r c e 集 邦 咨 询 供 应 链 调 查 结 果 显 示 ， Me t a 初 期 对 AR 眼 镜 市 场 需 求 采 取 相 对 保 守 的 态 度，除了考量过往VR装置销售的表现，也因关键光学零部件的供应仍受限。以Lumu s阵列光波 导为例，由于制程相对复杂与精密，Me t a最初的订单仅约8万台，属于测试市场水温的规模； 产 品 上 市 半 年 内 ， 拉 货 节 奏 迅 速 调 整 ， 近 期 已 扩 大 至 1 5 万 台 ， 增 幅 高 达 8 7 . 5% 。 其 余 如 Omn iVisi o n 的 Li q u i d Cr y st a l o n Sili c o n (LCoS) 、 Go e r o p ti c s 光 引 擎 组 装 ， 以 及 SCHOTT 的 光波导关键光学零部件订单，也呈阶梯式成长。 为应对逐步升温的拉货力道，上游显示与组装相关的代工体系正同步优化产线并提升良率，以 协助Me t a达成未来两年内累积5 0万台出货量的阶段性目标。 产业洞察 Tr e n dFo r c e集邦咨询表示，此一情况反 ...

Core Viewpoint - Lenovo (Singapore) Private Limited has obtained a patent for "electronic devices and cooling modules," indicating a focus on innovation in technology and potential advancements in product offerings [1] Group 1 - The patent authorization number is CN115904032B, which highlights the formal recognition of the intellectual property [1] - The application date for the patent was August 2022, suggesting a timeline for development and potential market introduction [1]

2026-01-30 12:00:48 作者：狼叫兽 尽管官方尚未就领导层更替作出任何声明，但外界对继任者的关注持续升温。库克现年65岁，自2011年 起执掌苹果，至今已逾十四年。在长期稳健运营的基础上，关于下一任领导者的人选与时间表，已成为 行业普遍关注的焦点。 目前，多位分析人士将目光投向硬件工程高级副总裁约翰·特努斯。现年50岁的他是苹果现有高管团队 中最年轻的一位高级副总裁。据近期报道，库克已于2025年12月将公司核心设计团队交由其统筹管理， 其职责范围进一步拓展。这一安排被视为重要信号，提升了其作为潜在接班人的可能性。 不过，关于库克离任的具体时间点以及最终接任者身份，一切仍以苹果公司正式公告为准。当前所有 2026年1月30日，苹果公司公布了截至2025年12月27日的2026财年第一季度财报，并于美国东部时间周 四股市收盘后召开了财报分析师电话会议。此前有报道推测，公司可能借此次财报发布之机，正式公布 新任首席执行官人选，以确保管理层平稳过渡，为今年6月的全球开发者大会及9月的秋季新品发布会预 留充分准备时间。 然而，本次财报及随后的电话会议均未涉及首席执行官人选的任何变动。这表明蒂姆·库克将 ...

Core Insights - Apple's Q1 FY2026 revenue reached $143.76 billion, a 16% year-over-year increase, with net profit at $42.10 billion, also up 16%, marking multiple historical highs [1] - iPhone sales were the primary growth driver, generating $85.27 billion in revenue, a 23% increase, accounting for over 59% of total revenue, with record sales across all global markets [1] - The Greater China region showed exceptional performance, with revenue of $25.53 billion, a 38% increase, significantly outpacing growth in the Americas, Europe, and Japan [1] Group 1 - The iPhone 17 series was a major contributor to growth in Greater China, with the iPhone 17 Pro and Pro Max attracting high-end users due to new design and performance features [2] - The iPhone 17 standard version saw significant demand due to notable upgrades, ranking seventh among the top ten global models sold in 2025, despite being on the market for only three months [2] - Apple is currently facing inventory shortages due to unexpected demand for the iPhone 17 series, and is working to catch up with supply, although supply chain constraints are impacting predictions for supply-demand balance [2] Group 2 - Apple CEO Tim Cook noted that the increase in iPhone users upgrading from other brands in Greater China reached double-digit growth [1] - The rising prices of memory chips are expected to have a minimal impact on Apple's gross margin for Q4 2025, but the effect is anticipated to expand in Q2 FY2026 [2] - Apple is considering various options to mitigate cost pressures, including supply chain optimization and adjustments to pricing strategies [2]

SynopsisSteve Jobs, the visionary behind Apple Inc., transformed personal technology. His creations like the Macintosh, iPod, iPhone, and iPad changed how people use devices. Jobs also led Pixar Animation Studios, producing hit films. His intense leadership and pursuit of perfection built influential companies. His legacy continues to inspire innovators and business leaders worldwide. ...

来源：环球网 【环球网科技综合报道】1月30日消息，据CNBC报道，在近日举行的苹果公司财报电话会议上，分析 师就当前内存组件供应紧张及价格飙升问题向首席执行官蒂姆·库克展开提问。受人工智能数据中心需 求激增推动，全球内存市场出现短缺，价格持续走高，引发业界对科技企业供应链稳定性的广泛关注。 财务数据方面，苹果预计2024年3月季度毛利率将维持在48%至49%区间，中枢值较2023年12月季度有 所提升。库克解释称，内存涨价对12月季度业绩影响"微乎其微"，但预计对3月季度的影响将更为显 著。（青山） 库克在回应中未过度聚焦内存议题，而是强调公司正面临更核心的芯片制造瓶颈。他指出，iPhone等产 品产能受限的主因并非内存，而是A系列与M系列系统级芯片（SoC）的先进制程产能不足。目前，苹 果完全依赖台积电（TSMC）的3纳米等尖端工艺生产此类芯片，而台积电在先进制程市场的主导地位 导致供应链灵活性降低。"我们受制于先进节点的可用性，需求激增下供应链调整空间较以往更小。"库 克坦言。 针对内存价格波动，库克承认其将对苹果成本结构产生影响，但拒绝透露具体应对策略，仅表示公司正 评估"一系列方案"以缓解压力。他强 ...

Core Insights - Apple reported strong financial results for Q1 of FY2026, with revenue of $143.76 billion, a 16% year-over-year increase, and net income of $42.10 billion, up 15.9% [1][3] - The diluted earnings per share (EPS) reached $2.84, reflecting a 19% increase compared to the previous year, exceeding market expectations across all key metrics [1][3] Group 1: Business Performance - The iPhone business achieved record sales globally, driven by unprecedented demand, particularly for high-end models and increased penetration in emerging markets [3] - Service revenue grew by 14% year-over-year, reaching a new historical high, highlighting the stickiness of Apple's ecosystem [3] - Apple's active device installations surpassed 2.5 billion, with over 150 million new devices added compared to the previous year, supporting the expansion of service revenue [3] Group 2: Financial Metrics - The gross margin for the quarter was 47.5%, an increase of 1.2 percentage points year-over-year, attributed to supply chain optimization and a higher proportion of high-margin services [3] - Despite rising component costs, Apple effectively mitigated profit impacts through diversified procurement strategies and product mix adjustments [3] Group 3: Market and Strategic Initiatives - In the Chinese market, iPhone sales experienced year-over-year growth despite increased competition, with significant growth in service revenue [4] - Apple plans to increase R&D investments in China and deepen local ecosystem collaborations [4] - The company is accelerating the application of generative AI technology, with the first AI feature updates expected later this year, emphasizing integration across all product lines [4]

Core Insights - Apple Inc. reported a record revenue of $143.8 billion for the holiday quarter, exceeding Wall Street estimates of $138.4 billion, driven by strong demand for the iPhone 17, growth in services, and a rebound in China [1][5] - The iPhone generated $85.3 billion in revenue, surpassing the estimate of $78.3 billion, with a year-over-year growth of 23% [6] - Services revenue reached $30 billion, reflecting a 14% increase from the previous year, aligning with market expectations [6] Revenue Breakdown - Total revenue for the holiday quarter increased by 16% compared to the previous year [1] - Revenue from China was reported at $25.5 billion, marking a significant 38% increase year-over-year, exceeding Wall Street's projection of $21.8 billion [5] - The Mac segment saw a decline in revenue, falling 6.7% to $8.39 billion, which was below the expected $9.13 billion [7] Market Position and Future Outlook - Apple regained its position as the No. 1 smartphone seller globally, surpassing Samsung Electronics [3] - The company faces uncertainty in maintaining its market dominance, particularly regarding pricing strategies and the development of next-generation devices [4] - The wearables segment showed sluggish performance, with sales declining 2.2% to $11.5 billion, falling short of the $12.1 billion expectation [7]