Core Insights - The iPhone 17 Pro has been experiencing strong sales since its launch, attributed to its new design, cosmic orange color, and exceptional battery life, with CEO Tim Cook noting "astonishing" consumer demand [1] - Rumors about the upcoming iPhone 18 Pro suggest significant improvements in battery life due to three key upgrades [2] Group 1: iPhone 17 Pro Performance - The iPhone 17 Pro has been a best-seller, with its market performance validated by the latest quarterly results [1] - Tim Cook highlighted the remarkable consumer demand for the iPhone 17 Pro [1] Group 2: iPhone 18 Pro Rumors - The iPhone 18 Pro is expected to feature a larger capacity battery, potentially increasing the thickness of the Pro models [2] - It may include Apple's self-developed second-generation 5G modem, C2, which aims to further optimize power consumption and extend battery life [2] - The new A20 Pro chip will utilize TSMC's 2nm process technology, enhancing performance and energy efficiency, contributing to improved battery life [2] - The combination of increased battery capacity, optimized modem efficiency, and advanced chip technology is projected to elevate the iPhone 18 Pro's battery performance to new heights [2]

影像与性能是此次升级的重点。影像上，两款Pro机型的4800万像素主摄像头将搭载可变光圈技术，用 户可自主控制镜头进光量，精准调节景深效果，但受手机机身尺寸限制，其影像提升幅度尚待验证。性 能上，新机将搭载A20 Pro芯片，采用台积电第一代2nm工艺，相比上代A19 Pro的3nm工艺，配合全新 封装设计，性能与功耗表现将实现显著提升，实测显示其性能或暴涨15%、功耗狂降35%。 通信与辅助芯片也同步升级：iPhone 18 Pro将搭载新一代N2芯片，取代前代N1芯片，后者目前支撑着 iPhone 17系列的Wi-Fi 7、蓝牙6等功能，N2芯片的具体升级点暂未公布；同时，该机还将配备第三代自 研C2调制解调器，接替iPhone Air上的C1X芯片，延续通信速度与功耗控制的升级趋势，其5G信号强度 或提升25%，弱网场景表现更出色。 Jeff Pu在报告中指出，外观方面，iPhone 18 Pro将迎来灵动岛尺寸缩小升级。据悉，苹果计划将Face ID 的泛光照明器移至屏幕下方，这一技术调整将为灵动岛瘦身创造条件，进一步提升屏幕屏占比，带来更 沉浸的视觉体验，这也是自iPhone 14 Pro系列搭载灵 ...

Core Viewpoint - The article discusses the discovery of several unreleased Apple Silicon chips in the internal version of iOS 18, including A19, M5, and C2, indicating ongoing developments in Apple's hardware lineup [3][4]. Group 1: Apple Silicon Chips - Multiple unreleased Apple Silicon chips have been identified in iOS 18's internal version, suggesting various hardware platforms are being prepared for future releases [3]. - The internal version of iOS 18, identified as 22A91871y, lacks a consumer-facing UI and is primarily for hardware testing [3]. - The codename "Hidra" is likely associated with the base M5 chip, with its identifier T8142, while the current M4 chip has the identifier T8132 [4][6]. Group 2: Chip Naming and Variants - Apple uses geographical names for its developing Apple Silicon chips, with the A19 series chips linked to Greek islands and the M5 series potentially linked to Norwegian islands [5]. - The identifiers for various chips include Tilos for the base A19, Thera for A19 Pro, and Sotra for M5 Pro, indicating a structured naming convention [6]. Group 3: Modem and Other Chips - The C4020 is likely the successor to the C1 modem, which is currently used in the iPhone 16e, offering improved energy efficiency but lacking mmWave support [5][7]. - The Proxima chip, a Bluetooth and Wi-Fi combination chip, aligns with Apple's strategy to reduce reliance on Broadcom components [8]. Group 4: Project Cancellations - The M4 Ultra chip project appears to have been abandoned, as it was not mentioned in the latest operating system code, indicating a shift in Apple's development focus [9]. - The Bongo project, related to tactile buttons, has been confirmed as a prototype and is being tested in the iPhone 16 series [10][11].

Core Insights - Apple is making significant progress in developing a custom chip for its upcoming smart glasses, indicating an acceleration in its product development efforts to compete with Meta's offerings [1][2] - The chip is designed for low power consumption and will control multiple cameras in the glasses, with production expected to start by the end of next year or in 2027 [1][2] - Apple is also exploring non-AR glasses that utilize AI to assist users, aiming to enter a market where Meta has already established a presence [2] Group 1: Smart Glasses Development - Apple is developing a smart glasses chip based on technology used in the Apple Watch, which has lower power consumption compared to components in iPhone, iPad, and Mac [1] - The company plans to start mass production of the smart glasses processor by the end of next year or in 2027, suggesting a potential market launch within the next two years [1] - Apple is conducting user research on the smart glasses concept, indicating a commitment to understanding consumer needs before launch [2] Group 2: AI and Semiconductor Innovations - Apple is expanding its semiconductor capabilities, developing chips for AirPods and Apple Watch that include camera functionalities, with a target completion date around 2027 [3] - The company is also working on AI server chips, named "Baltra," which will enhance the processing of Apple Intelligence requests, with a completion goal set for 2027 [4][5] - New Mac chips, including potential M6 and M7 processors, are in development, with plans to introduce the M5 processor for iPad Pro and MacBook Pro by the end of this year [3][5]

Core Viewpoint - Apple is transitioning to in-house modem chips, starting with the C1 modem in the iPhone 16e, aiming to replace Qualcomm and eventually control all network functionalities internally [1][3]. Group 1: C1 Modem Introduction - The C1 modem debuted in the iPhone 16e, focusing on efficiency but lacking support for 5G millimeter wave and all wavelengths of existing Qualcomm modems [3]. - The C1 modem is described as the most power-efficient modem on an iPhone, providing fast and reliable 5G connectivity [3]. Group 2: Future Modem Developments - The C2 modem, codenamed Ganymede, is expected to launch in the iPhone 18 series in 2026, featuring mmWave support and download speeds of 6 Gbps [3]. - The C3 modem, codenamed Prometheus, is planned for release with the iPhone 19 series in 2027, aiming to surpass Qualcomm's performance and support next-generation satellite networks [4]. Group 3: Network Chip Developments - Apple is also working on a new network chip, codenamed Proxima, to replace Broadcom's chips, expected to debut in HomePod mini and Apple TV updates later this year [6]. - This new chip will support Wi-Fi 6E and is anticipated to enhance connectivity between Apple devices while reducing costs [6]. Group 4: Integration Plans - After the modem transition, Apple is considering integrating its cellular modem into the main Apple Silicon chip, which could bring cost and efficiency benefits [7].

Core Viewpoint - Apple is transitioning from Qualcomm to its own modem technology, starting with the C1 modem in the iPhone 16e, aiming for complete internal processing of network functions in the future [1][3]. Modem Development - The C1 modem debuted in the iPhone 16e, focusing on efficiency but lacking support for 5G mmWave and all wavelengths of existing Qualcomm modems. It is described as the "most energy-efficient modem on iPhone" [3]. - The C2 modem, codenamed Ganymede, is expected to launch in the iPhone 18 series in 2026, featuring mmWave support and download speeds of 6 Gigabits per second [3]. - The C3 modem, codenamed Prometheus, is planned for release alongside the iPhone 19 series in 2027, aiming to surpass Qualcomm's performance and support next-generation satellite networks [4]. Networking Chips - Apple is also working on replacing Broadcom's networking chips, with a new chip codenamed Proxima expected to debut in updated versions of HomePod mini and Apple TV later this year, supporting Wi-Fi 6E [6]. - This new networking chip is anticipated to enhance connectivity between Apple devices and reduce costs [7]. Integration Plans - After the modem transition, Apple is considering integrating its cellular modem into the main Apple Silicon chip, which could provide cost and efficiency benefits, although this is projected to be realized by 2028 [9].