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苹果AI华人总监跳槽Meta,核心团队再-1,库克被迫求助谷歌
3 6 Ke· 2025-08-25 03:50
苹果AI得力干将,曾主导模型训练部署 自苹果AI模型团队原负责人庞若鸣之后,Tom Gunter、Mark Lee、Bowen Zhang、Yun Zhu等大牛相继离职苹果加入Meta。 Frank Chu的跳槽,使他成为至少第六位从苹果投奔Meta的AI模型领域员工。 苹果AI再遭重创,核心工程师Frank Chu被曝加入Meta!与此同时,Meta也在豪掷重金招募超50名顶尖人才后,宣布紧急冻结招聘。 苹果AI工程总监Frank Chu被曝加入Meta。 他将在MSL Infra的新团队工作,负责AI基础设施相关事务。 这是自苹果模型团队的创建者庞若鸣,被Meta以一份价值2亿美元的薪酬包挖走之后,苹果AI项目面临的最重大的损失之一。 2019年,Frank Chu加入苹果,担任技术总监的职务。 在苹果期间,他是AI基础设施高管Benoit Dupin的得力副手,而Dupin则直接向公司AI战略主管John Giannandrea汇报。 技术层面,他不仅主导苹果基础模型(AFM)及开源大语言模型在公有云上的推理部署,而且还牵头了苹果基础模型的数据预训练工作,为AFM团队提 供模型预训练所需的全部Token ...
The Next Apple TV Box Looks Like a Big Deal
CNET· 2025-08-22 12:01
The next Apple TV box seems to be coming very soon. And you know what. I didn't think I could be this excited for a TV streaming box.But you see, it's so much more than just a TV streaming box. It could open up a whole new era for Apple Home products and gaming. We're going to be talking about gaming.I'm Bridget Carey. This is the weekly Apple show. One more thing.So, let's get into why changes to this little box could be such a big deal for Apple's future and why you might soon find yourself buying uh one ...
苹果意外泄露绝密硬件信息,未来产品路线曝光
财富FORTUNE· 2025-08-18 13:04
Core Viewpoint - Apple has seemingly leaked a series of internal hardware identifiers for upcoming products, providing specific insights into its product lines from late 2025 to 2026, including chip upgrades across various devices and enhancements in Apple TV and Vision Pro [2][3]. Product Summaries - **Next-Generation HomePod mini**: The new model (codename B525) will feature the T8310 microarchitecture, significantly improving performance over the current S5 chip. It is expected to support Wi-Fi 6E and may see a slight price increase from the current $99 [5]. - **New Apple TV**: Set to launch later this year, the new Apple TV will be powered by the A17 Pro chip, enhancing performance and supporting advanced gaming and AI features. The price is expected to remain in the current range of $129-$149 [6]. - **Apple Studio Display 2**: The upcoming display (codename J427) may utilize Mini LED technology, with a release anticipated in early 2026. The current model starts at $1599, and the new version may see a price increase depending on features [7]. - **Next-Generation iPad mini**: The new iPad mini (codenames J510/J511) will be equipped with the A19 Pro chip, promising a performance boost. There are considerations for an OLED display, but the timeline is uncertain. Pricing is likely to remain stable [8]. - **Next-Generation Entry-Level iPad**: The next low-cost iPad (codenames J581/J582) will feature the A18 chip, expected to launch in spring 2024. The current model starts at $349, and pricing is anticipated to stay competitive [9]. - **Vision Pro 2**: The second-generation Vision Pro will utilize the M5 chip, with a release expected by the end of 2025. The price is likely to remain around $3499, focusing on chip upgrades and comfort improvements [10]. - **Next-Generation Apple Watch**: The upcoming Apple Watch Series 11, Ultra 3, and SE 3 will feature the S11 SiP, with expected pricing similar to current models, starting at $399 for the aluminum version [11][12]. Historical Context - This type of hardware information leak is not unprecedented for Apple, as the company has a history of leaving clues in software code about future products, such as with AirTags and various Apple Watch models [13][14].
苹果软件代码泄密,七大产品线新品曝光
3 6 Ke· 2025-08-17 23:56
Core Insights - Apple has inadvertently leaked key information about several upcoming products through its software code, revealing a comprehensive roadmap for future releases [1] - The anticipated product launches are expected to occur between late 2025 and early 2026, marking a significant iteration across multiple product lines [1] Product Summaries - **New HomePod mini**: The upcoming HomePod mini (codename B525) will feature the new S11 chip with dual-core CPU and quad-core neural engine, significantly enhancing performance and audio processing capabilities. It may also support Wi-Fi 6E and come in new colors, while likely maintaining a similar price point around $99 [4][5] - **New Apple TV**: The next Apple TV will be equipped with the A17 Pro chip, offering substantial performance improvements and support for Apple Intelligence features. The price is expected to remain in the $129-$149 range despite the upgrades [7][8] - **New Apple Studio Display 2**: Expected to launch in early 2026, this display (codename J427) may utilize mini-LED backlighting for improved brightness and contrast. The starting price is likely to be higher than the current model, which is priced at $1599 [10][11] - **New iPad mini**: The next iPad mini (codename J510/J511) is set to feature the A19 Pro processor, with potential OLED screen integration. Pricing is expected to remain stable if no major changes are made [14][15] - **New Entry-Level iPad**: Launching in spring 2026, this model (codename J581/J582) will include the A18 chip and a 16-core neural engine, maintaining a starting price of $349 [17][18] - **Vision Pro 2**: The second-generation Vision Pro is anticipated to debut at the end of 2025, featuring the M5 chip for enhanced performance. The price is expected to remain at $3499 unless significant changes are made [20][21] - **New Apple Watch**: The upcoming Apple Watch Series 11, Ultra 3, and SE 3 will continue using the S11 architecture, with no major performance upgrades expected. Prices are likely to stay consistent with previous models, starting at $399 for Series 11 [24][25]
苹果芯片计划遭泄露
财联社· 2025-08-15 01:35
Core Viewpoint - Apple may have inadvertently leaked information about several upcoming devices, including iPads and Vision Pro, through software code, revealing hardware identifiers that confirm the development of new products [3][4]. Group 1: Vision Pro and iPads - The upgraded Vision Pro headset is confirmed to use the M5 chip, aligning with previous leaks from analyst Guo Ming [3]. - The 12th generation entry-level iPad is expected to launch early next year with the A18 chip, featuring a 16-core neural engine for enhanced capabilities [4]. - The next-generation iPad mini will reportedly be equipped with the A19 Pro chip, which has more GPU cores than the standard A19, with a potential variant for the iPhone 17 Air [5]. Group 2: Studio Display and HomePod - The upcoming Studio Display 2 is rumored to also feature the A19 Pro chip, suggesting potential AI functionalities, contrasting with the current model that uses the older A13 chip [5]. - The next HomePod mini is expected to utilize the T8310 microarchitecture chip, which will significantly enhance performance compared to the current model [6]. Group 3: Apple TV - The new Apple TV may be upgraded to the A17 Pro chip, providing substantial performance improvements and enabling support for "Apple Smart" features and potentially console-level gaming [7].
Apple: Navigating Tariffs while Services Drive Growth
ZACKS· 2025-08-11 16:01
Core Viewpoint - Apple is positioned as a leading technology company with a strong market presence, particularly in the smartphone sector, and is diversifying its business into various services and AI technologies [1][3][4]. Group 1: Company Overview - Apple, co-founded by Steve Jobs, is a major player in the tech industry, particularly known for its iPhone, which holds over 50% market share in the US smartphone market [1]. - The company also excels in hardware products like Macbook Pro, Macbook Air, and Airpods, while expanding into services such as Apple Music, iCloud, and Apple Pay [1]. Group 2: Financial and Strategic Developments - Apple secured a tariff exemption by committing $600 billion to domestic manufacturing investments, which helped mitigate the impact of tariffs imposed by the US government [2]. - The Services segment has seen over 400% growth in the past decade and continues to grow at a double-digit rate, with Apple Pay being a significant contributor to future growth [3]. Group 3: AI and Technological Advancements - Despite a mixed reputation for its Siri assistant, Apple is actively acquiring AI startups and has partnered with OpenAI to integrate ChatGPT into its ecosystem, indicating a strong commitment to AI development [4]. Group 4: Financial Health - Apple boasts a robust balance sheet with over $50 billion in cash, enabling share buybacks and strategic investments in AI [6]. Group 5: Market Sentiment and Technical Analysis - Recent trading activity shows significant buying of out-of-the-money AAPL calls, reflecting high confidence among investors regarding future stock price increases [9]. - Technical analysis indicates a potential long-term price reversal pattern, suggesting that AAPL shares may reach new all-time highs by early 2026 [7]. Group 6: Overall Market Position - The combination of tariff exemptions, the upcoming new iPhone, and a rapidly growing services business positions Apple favorably for bullish market sentiment [12].
iPhone 17终于定了!外观剧变,全系标配高刷
36氪· 2025-08-09 13:35
Core Viewpoint - The upcoming Apple Fall Event in 2025 is expected to showcase significant product innovations, including the iPhone 17 series, a fully updated Apple Watch lineup, and the third generation of AirPods Pro, making it a highly anticipated tech event [4][49]. Group 1: iPhone 17 Series - The iPhone 17 series will introduce a new model, the iPhone 17 Air, which is expected to replace the "Plus" series and focus on being ultra-thin, with thickness estimates around 6.25mm to 5.5mm, making it the thinnest iPhone to date [11][12]. - The iPhone 17 series will feature a 6.6-inch 120Hz OLED display and is likely to be powered by the A19 chip, with a maximum of 12GB RAM [16][24]. - The Pro models will see a redesign of the camera module and will also upgrade to the A19 Pro chip, with significant improvements in camera specifications, including three 48MP rear cameras [19][25]. Group 2: Apple Watch - Three new Apple Watch models are expected: the Apple Watch Series 11, Apple Watch Ultra 3, and Apple Watch SE 3, with the Ultra 3 featuring 5G support and satellite connectivity for offline communication [32][33]. - The Apple Watch Series 11 will focus on performance upgrades with the S11 chip, while the SE 3 will bring improvements based on the Series 9 [35][37]. Group 3: AirPods Pro 3 and Other Hardware - The AirPods Pro 3 will not only upgrade audio capabilities but also integrate health sensors for heart rate and temperature monitoring, marking a shift towards personal health devices [42][44]. - The Apple TV is also expected to receive a performance upgrade with a new 4K version, likely featuring the A17 Pro chip for enhanced gaming capabilities [45]. Group 4: Overall Expectations - The 2025 Apple Fall Event is anticipated to be one of the most extensive product updates in recent years, with significant changes across multiple product lines, indicating a strong commitment to innovation [49][52].
刚刚,苹果发布会定档9月,iPhone 17终于不挤牙膏了?
3 6 Ke· 2025-08-07 03:45
Core Viewpoint - The upcoming Apple Fall Event is highly anticipated, with significant product launches expected, including the iPhone 17 series, updated Apple Watch models, and new AirPods Pro 3 [1][3][37] Group 1: iPhone 17 Series - The iPhone 17 series is expected to introduce a new model, the iPhone 17 Air, which will replace the "Plus" series and focus on being ultra-thin, with thickness estimates around 6.25mm to 5.5mm, making it the thinnest iPhone to date [5][6][19] - The series will feature a 6.6-inch 120Hz OLED display and is likely to be powered by the A19 chip, with the Pro models expected to have significant camera upgrades, including a new design for the camera module [10][15][19] - The standard version will see improvements such as a high-refresh-rate screen, marking a significant upgrade for users [16][19] Group 2: Apple Watch - Three new Apple Watch models are anticipated: Apple Watch Series 11, Apple Watch Ultra 3, and Apple Watch SE 3, with the Ultra 3 expected to support 5G and satellite connectivity [20][21][26] - The Series 11 will focus on performance upgrades with the S11 chip, while the SE 3 will be a long-awaited update with improved display sizes [21][26] Group 3: AirPods Pro 3 and Other Hardware - The AirPods Pro 3 is set to be a significant upgrade, featuring the new H3 chip and health monitoring capabilities, including heart rate and temperature sensors [29][30] - The Apple TV is also expected to receive an update, likely featuring a more powerful A-series chip to enhance gaming and AI capabilities [34] Group 4: Overall Expectations - The 2025 Fall Event is expected to be one of the most transformative in recent years, with a broad range of product updates that could rejuvenate consumer interest in Apple's offerings [35][37]
Take a Bite of Apple's Solid Q3 Earnings With These ETFs
ZACKS· 2025-08-01 15:01
Core Insights - Apple Inc. reported strong third-quarter fiscal 2025 results, exceeding revenue and earnings estimates with a revenue growth of 10% year over year to $94 billion and earnings per share of $1.57, up 12.1% from the previous year [1][3] - The company achieved double-digit growth in its iPhone, Mac, and Services segments, with the installed base of active devices reaching an all-time high [1][3] Financial Performance - iPhone sales increased by 13% year over year to $44.6 billion, driven by strong demand for the iPhone 16 [4] - Services revenue, which includes iTunes, Apple Music, iCloud, Apple Pay, and Apple Care, rose 13.2% year over year to a record $27.4 billion [4] - Mac sales grew by 15% to $8.05 billion, while iPad sales declined by 8% to $6.58 billion [4] - Revenues from Wearables, Home, and Accessories fell by 8.6% to $7.4 billion [4] Future Outlook - For the ongoing fiscal fourth quarter, Apple expects "mid to high-single digit" sales growth, although it faces significant tariff-related costs, estimated at $1.1 billion for the fourth quarter [5] Growth Strategy - Apple is significantly increasing its investments in AI, reallocating staff, and exploring acquisitions, including interest in acquiring AI search startup Perplexity [6] - The company aims to roll out a more personalized Siri by 2026, although it faces criticism for lagging behind competitors in AI innovation [6] ETFs in Focus - Several ETFs have significant allocations to Apple, including: - Global X PureCap MSCI Information Technology ETF (GXPT) with a 16.7% share of Apple [2][7] - Vanguard Information Technology ETF (VGT) with a 13% share [2][8] - MSCI Information Technology Index ETF (FTEC) with a 13.1% share [2][10] - iShares US Technology ETF (IYW) with a 12.9% share [2][11] - iShares Top 20 U.S. Stocks ETF (TOPT) with a 12.2% share [2][12]
苹果:AI 太拉胯,关键时刻还是靠 iPhone
3 6 Ke· 2025-08-01 02:28
苹果(AAPL.US) 北京时间 2025 年 8 月 1 日上午,美股盘后发布 2025 财年第三季度财报(截至 2025 年 6 月),要点如下: 1、整体业绩:iPhone 拉动,业绩明显超预期。本季度苹果公司实现营收 940 亿美元,同比增长 9.6%,市场一致预期(892 亿美元)。公司本季度收入端 的提升,主要受益于 iPhone 业务超预期的带动,同时 Mac、和软件服务业务都有两位数增长。 苹果公司毛利率 46.5%,同比增加 0.2pct,市场一致预期(46%)。其中受低价版手机、关税及产能调整的影响,硬件毛利率本季度回落至 34.5%,软件 服务业务毛利率依然维持在 75.6% 的相对高位。 2、iPhone:双位数增长,量价齐升。本季度公司 iPhone 业务实现营收 446 亿美元,同比增长 13.5%,大超市场一致预期(398.5 亿美元)。 本季度手机业务的增长,主要来自于 iPhone16 系列、新兴市场需求(两位数增长)和应对关税而提前购买的带动。对于本季度,海豚君估算 iPhone 整体 出货量同比增长 2.7%,出货均价同比上涨 10.5%。 3、iPhone 以外其他硬件 ...