2026 年苹果开年就甩出 AirTag 2，紧接着 iPhone Fold 的爆料一波接一波，Mac、iPad、手表全线大更新，甚至连家庭中控、安防摄像头都要亲自下场这密度 堪称苹果史上最卷一年。 苹果向来是挤牙膏式更新，今年突然开启狂轰滥炸模式，明眼人都能看出来：这是在为明年 iPhone 20 周年铺路，顺便给下一个 10 年试水温呢！ 2026 年的 Mac 系列堪称全面开花，上半年 M5 芯片的 MacBook Air/Pro、Mac Studio 按部就班更新，性能、能效、AI 能力常规升级，虽然不算炸裂，但也 符合苹果稳步迭代的风格。真正的重头戏在下半年，苹果居然在 Mac 上搞了三件反常操作，直接把行业卷到新高度。 首先是平价款 MacBook 复活！这款传闻已久的入门级笔记本，终于要在 2026 年落地了。和之前定位尴尬的廉价 Mac 不同，这次苹果直接用 A 系列芯片打 底，走 iPad 的芯片路线，目标很明确：学生党、轻办公用户，以及对性能没极致要求，但看重系统流畅度和续航的人群。这波操作堪称降维打击，要知道 MacBook 之前的入门价一直很高，不少想入坑的用户都被价格劝退，这款平价 ...

Group 1: Apple Developments - Apple has opened third-party app stores and payment systems in Japan, but Epic Games CEO Tim Sweeney criticized the additional 5% fee imposed on revenues from these stores, calling it a "garbage fee" that hinders the return of Fortnite to iOS [1][6] - Sweeney argues that this fee contradicts the intention of opening up the platform and has led Epic Games to abandon plans to bring Fortnite back to iOS in Japan by 2025 [6] - Apple has introduced a new AI model, UniGen 1.5, which integrates image understanding, generation, and editing into a single framework, enhancing the accuracy of image modifications through a novel training approach [7] Group 2: Apple Product Issues - Reports indicate that Apple's macOS 26 has a bug causing the Studio Display to flicker, with recent updates failing to resolve the issue, which appears to affect multiple types of displays [8] - Users of AirPods Pro 3 have reported persistent static noise and crackling sounds even after updating to the latest firmware, indicating that software fixes have not fully addressed the problem [9][11] Group 3: Market and Business Updates - Meituan announced Jay Chou as its brand ambassador, with recent data showing Meituan's market share in high-value food delivery orders exceeding two-thirds for orders over 15 yuan and over 70% for orders above 30 yuan [12] - The Hainan Free Trade Port has officially started its full island closure, implementing a system of zero tariffs and low tax rates, which is expected to benefit both businesses and consumers [12] Group 4: Entertainment and Media - The movie "Zootopia 2" has become the highest-grossing imported film in China's history, surpassing "Avengers: Endgame" with over 91.06 million viewers and a domestic box office exceeding 3.6 billion yuan [18]

Group 1: Key Developments in the Industry - Disney announced a $1 billion investment in OpenAI to accelerate the application of artificial intelligence in entertainment content creation and user experience optimization [2] - Microsoft CEO Satya Nadella announced the launch of a new AI model, enhancing intelligent agents, and established partnerships with high-profile companies to accelerate the commercialization of autonomous AI applications [2] - Google is expected to face fines from the EU due to violations related to Google Play, with potential penalties to be announced in Q1 2026, while also opening an AI lab in the UK [2] Group 2: Financial Performance and Corporate Actions - Adobe reported record revenue of $6.19 billion for Q4, with adjusted earnings per share of $5.50, exceeding market expectations, driven by strong performance in digital media and creative software [2] - ZTE is in communication with the U.S. Department of Justice regarding ongoing matters, with timely disclosures to follow based on progress [4] - Nandu Power's controlling shareholder is planning a change in control, leading to a suspension of trading from December 12 [4] Group 3: Market Trends and Challenges - TSMC reported a 6.5% month-over-month revenue decline in November, raising concerns about further declines in December, while announcing a minimum dividend of 24 yuan for the next year [5] - Tesla's U.S. sales fell to a near four-year low in November despite launching lower-priced versions of Model Y and Model 3 [7] - Oracle's Q2 adjusted revenue was $16.06 billion, slightly below analyst expectations, with cloud revenue at $8 billion, also missing forecasts [8] Group 4: Strategic Partnerships and Innovations - Samsung Electronics is adjusting its Galaxy S26 series strategy, postponing production of standard and Plus models to early 2026, while launching a new fast-charging accessory [10] - Toyota announced the use of Wolfspeed's SiC MOSFET devices in its electric vehicle charging systems to enhance efficiency [10] - LG Electronics plans to showcase a localized AI cockpit platform at CES 2026, focusing on smart vehicle interaction technology [10]

Group 1: Key Developments in Technology and Innovation - Lei Jun publicly congratulated Dr. Chen Long for being selected in the 2025 Asia-Pacific "35 Under 35 Innovators" (TR35) list for his work in the field of assisted driving [1] - Dr. Chen Long, who previously conducted autonomous driving research in the UK, joined Xiaomi in 2025 and is currently the Chief Scientist of Xiaomi Auto [3] Group 2: Legal Proceedings Involving AI Companies - The U.S. District Court for the Northern District of Texas is advancing a lawsuit initiated by Elon Musk's AI company xAI, which accuses Apple and OpenAI of unfairly restricting competition for other AI firms [3][5] - The court has approved a request from Apple and OpenAI to extend the deadline for their formal response to December 11, 2025, while xAI has been authorized to initiate cross-border evidence collection [5] Group 3: Automotive Industry Trends in China - In the first ten months of 2025, China's total automobile imports reached 400,000 units, marking a 30% year-on-year decline, the largest drop in recent years [5] - Conversely, China's cumulative automobile exports reached 6.46 million units during the same period, reflecting a 22% year-on-year increase [8] - The export of pure electric vehicles accounted for 29% of total exports, while plug-in hybrid vehicles made up 12%, indicating a shift towards more environmentally friendly vehicle types [10]

Group 1 - The new iPhone 17 Pro and Pro Max will feature a "glass + metal" dual design, with a potential new color option of "copper" [3] - The antenna design will extend from the frame to the glass battery cover, reminiscent of earlier Android models [5] - Significant internal changes include a new structure with a "three-segment layout" for the camera, mainboard, and battery, along with the introduction of a heat spreader [7] Group 2 - The camera module will upgrade to a 48-megapixel triple-camera system, with zoom capabilities increasing from 5x to 8x, necessitating adjustments to the MagSafe magnet placement [9] - Apple plans to introduce a new "TechWoven" material for phone cases, which may resemble carbon fiber, and will include two lanyard holes [11] - The iPhone 17 Air is expected to be a popular model, featuring a larger screen and lighter design, and may push for eSIM functionality with domestic carriers [15] Group 3 - The iPhone 17 series will start at $799, with the 17 Air at $949, the 17 Pro at $1,049, and the 17 Pro Max at $1,199, indicating a price increase compared to the iPhone 16 [17] - Other product updates include the A18 chip for entry-level iPads and the S11 chip for Apple Watch series, with the Apple Watch potentially featuring a MediaTek 5G chip for the first time [18][21] - A surprising development is the preparation of a Studio Display with the A19 Pro chip, which raises questions about Apple's strategy [25]

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].

Group 1 - Apple accidentally released and then quickly retracted a software tool that contained identifiers for several unreleased devices and chips, including Studio Display, Apple TV, Apple Watch, Apple Vision Pro, iPad mini, and HomePod mini [1] - Mark Gurman confirmed the authenticity of some leaked information, stating that new Apple TV and HomePod mini are planned for release this fall, while a new iPad is set to launch next year, and updated displays are in preparation [3] - Gurman noted that the code indicated a new model with an M5 chip, but Apple is also testing a Vision Pro version with an M4 chip, suggesting that the Vision Pro will feature either the M4 or a newer chip, representing a minor upgrade from the current M2 chip [3]

Core Viewpoint - Apple is planning to launch a series of ambitious new products in the first half of 2026, including a new low-end iPhone, multiple iPads, and upgraded Mac computers [1][2]. Product Launch Plans - A new entry-level iPad and an updated iPad Air are expected to be released between March and April 2024, featuring faster chips while maintaining the same design as the current models [2]. - The iPhone 17e, a budget-friendly model, will be similar in appearance to the iPhone 16e but will be equipped with the A19 processor, expected to launch in early 2024 [2]. - The MacBook Pro models with M5 chips, originally planned for late 2023, are now targeted for early 2024 release, extending the current sales cycle [3]. Product Specifications - The new entry-level iPad will replace the current $349 model and will feature the A16 processor, while the iPad Air will upgrade from the M3 to the M4 chip [2]. - The iPad Pro is set to receive an upgrade with the M5 chip, with a starting price of $999, marking its first update since May 2023 [2]. - The upcoming MacBook Pro will be the final version of the current design, transitioning to a new shell and OLED screens in future models [3]. Market Strategy - The new product launches aim to revitalize Apple's growth momentum following a period of fluctuating demand over the past two years [1]. - The rapid iteration of the iPhone 17e indicates a shift in Apple's strategy to align entry-level iPhones with an annual update cycle, differing from the previous SE series approach [2].