据此前消息，苹果另一款入门级平板电脑——iPad Air将从2028年起搭载OLED显示屏。有业内 人员表示：" 尽管iPad Pro因采用OLED而备受关注，但由于其定价较高，实际需求反而低于预 期。虽然 新款 iPad mini也预计将涨价，但其价格门槛会有所降低，从而加速向OLED技术的转 型。 " 11月25日，据媒体ETnews报道，三星显示计划从明年7月左右开始量产将用于iPad mini的8.4英 寸OLED面板。 据悉，该面板将采用单层发光结构和低温多晶硅（LTPS）TFT技术。与iPad Pro不同，iPad mini的OLED面板在生产成本上采用了相对较低的技术方案。 报道称，三星显示将独家供应，预计年产能约为300万片。按照面板的投产时间推算，搭载OLED 屏幕的iPad mini有望于明年第三季度或第四季度正式上市。 此前，苹果在iPad mini上一直使用的是LCD面板。这是iPad mini首次应用OLED技术，也是继 iPad Pro系列（11英寸和13英寸机型）之后，苹果平板电脑中第二款采用OLED屏幕的产品。 图片来源：苹果官网 与主打高端市场的iPad Pro不同，iPad ...

Core Insights - 2026 is anticipated to be a pivotal year for Apple, with significant product innovations expected across its core product lines, including foldable devices and smart home products [1] Product Innovations - The foldable iPhone is expected to launch in September 2026, featuring a 5.3-inch screen when folded and a 7.8-inch display when opened, powered by the A20 Pro chip and 12GB of RAM, with a starting price of $1999 [2] - The iPhone 18 Air will see targeted upgrades, including dual 48MP rear cameras and will launch alongside the foldable iPhone [3] - The entry-level iPhone 17e is set to debut in Spring 2026, featuring the A19 chip and likely incorporating the Dynamic Island feature [3] Mac Product Line - The MacBook line will see regular upgrades in early 2026, with a new entry-level model featuring a 13-inch LCD screen and A18 Pro chip priced below $999 [5] - Major innovations in the MacBook Pro line will include the introduction of OLED displays and touch functionality, aimed at competing with high-end Windows laptops [7] - The Mac Studio will be updated with M5 Max/M5 Ultra chips, and a new Studio Display is expected to feature miniLED technology [7] Smart Home Expansion - Apple plans to release a smart home control hub in Spring 2026, featuring a 7-inch display and priced at $350, integrating various smart home functionalities [8] - Upgraded versions of HomePod mini and Apple TV will be launched, featuring new IoT chips, with Apple TV potentially supporting Apple Intelligence features [9] Other Product Developments - The iPad line will continue to diversify with OLED iPad mini and A18 chip models, while the first smart glasses are not expected until 2027 [10] - The Apple Watch will receive a significant upgrade with the addition of Touch ID for enhanced security and convenience [10] - Apple's ongoing efforts to reduce reliance on external suppliers are evident in its development of in-house chips and technologies, enhancing product competitiveness [10]

Group 1 - Yu Minhong, the founder of New Oriental, issued an apology letter to all employees after a previous internal letter caused controversy, explaining that his use of Antarctic references was not meant to boast but to share his experiences sincerely [4][5] - The apology letter emphasized the importance of mutual support between employees and the company, encouraging staff to maintain the company's image and resolve grievances internally [4][5] Group 2 - Zhang Junjie, the founder of Bawang Tea, confirmed his marriage and refuted rumors about his past, stating that he had never been married before meeting his wife and addressing the impact of false narratives on his family and business [7][8] - Zhang expressed the need to protect his family's reputation and urged the public not to spread rumors, highlighting the emotional toll these stories have taken on him and his loved ones [7][8] Group 3 - Intel's CEO Chen Lifeng denied rumors regarding a former TSMC executive allegedly taking confidential 2nm technology to Intel, asserting that such claims are baseless and emphasizing respect for intellectual property [9] - TSMC is reportedly conducting an internal investigation into whether the former executive misappropriated company secrets before his retirement [9] Group 4 - Meituan announced a plan to invest 10 billion yuan over the next five years to enhance rider protection, including the establishment of "rider apartments" in major cities [10] - The initiative aims to address the welfare needs of riders and expand the coverage of existing support programs for their families [10] Group 5 - The Ministry of Industry and Information Technology of China projected that the output value of civil aviation products will exceed 160 billion yuan in 2024, representing a year-on-year growth of 23.6% [23] - The ministry plans to promote the development of the civil aircraft industry and low-altitude equipment, focusing on technological innovation and integration with emerging industries [23]

紧接着，售价 349 美元的入门款 iPad 也将迎来重要升级。新款机型预计将搭载 A18 芯片，这次 升级并非简单的参数提升， 因为它将首次为该系列带来 Apple 智能功能 ，让入门级用户也能体验 科技媒体 9to5Mac 11 月 16 日发布博文，报道称苹果在推出搭载 M5 芯片的 iPad Pro 后，其 2026 年的后续产品规划也逐渐清晰， 将全面更新三条核心产品线。 该媒体综合多方传闻，苹果计划于 2026 年全面更新 iPad Air、入门款 iPad 和 iPad mini，每款 一、M4 iPad Air（2026 上半年） 2026 年上半年，苹果将首先更新 iPad Air 产品线。 新款 iPad Air 预计将搭载 M4 芯片 ，相较 于 M3 芯片可带来 10-20% 的性能提升。 IT之家援引博文介绍，该机型极有可能跟随 iPad Pro 的步伐，集成苹果自研的 N1 网络芯片和 C1X 调制解调器，从而实现支持 Wi-Fi 7 的和更快的蜂窝网络连接。 虽然屏幕刷新率和亮度等方面的升级尚不明确，但 OLED 屏幕的应用预计要等到 2027 年或更晚。 二、A18 iPad（ ...

《金融时报》近日报道称，现年65岁的库克可能会在明年1月苹果发布新一季财报后离任，苹果也已加 紧进行接班规划。彭博社此前称，特努斯是"最有可能的接班人"。库克此前曾表示，他心目中理想的 CEO人选应来自苹果内部，他正在培养"几位"可能接替他的员工。 随着特努斯在iPhone和其他产品发布会上的公开亮相，苹果粉丝和华尔街对他已更为熟悉。以下是《商 业内幕》对特努斯的信息汇总： 库克要交棒给特努斯？ 凤凰网科技讯 北京时间11月18日，据《商业内幕》报道，蒂姆·库克(Tim Cook)已经执掌苹果公司超过 14年时间，但他不可能永远担任CEO。随着苹果今年的领导层变动，包括长期二号人物杰夫·威廉姆斯 (Jeff Williams)宣布将在2026年前退休，过去一年半的多个报道显示，硬件业务高管约翰·特努斯(John Ternus)正成为这一最高职位的有力竞争者。 在苹果2024年5月举办的"放飞吧"特别活动中，正是他揭开了全新轻薄iPad Pro与iPad Air系列的面纱。 进入2025年，特努斯更是频繁现身媒体场合，通过系列访谈持续阐释苹果在Apple Intelligence与创新硬 件领域的战略布局。 在 ...

Core Insights - The release of the new M5 iPad Pro provides insights into the future development direction of Apple's iPad product line, with a clearer roadmap for 2026 [1] Product Development Timeline - In 2026, Apple is expected to launch the next generation iPad Air, which will feature the M4 chip, offering a performance improvement of 10% to 20% compared to the M3 chip [1] - The entry-level iPad, priced at $349, will receive an upgrade with the A18 chip and will introduce Apple Intelligence features for the first time [1] - The iPad mini is set for its first update since 2024, potentially incorporating the A19 Pro chip and a significant upgrade to an OLED display [1] Market Outlook - Overall, 2024 is anticipated to be a relatively quiet year for iPad releases, aside from the iPad mini update [2]

Core Insights - The Chinese tablet market saw a shipment volume of 8.49 million units in Q3 2025, representing a year-on-year growth of 10.9% [1] - The consumer market experienced a year-on-year growth of 12.3%, while the commercial market faced a decline of 4.2% [1] Market Performance - Huawei maintained the top position in the market with a share of 32.1%, despite a decrease of 4.6% from the previous year [4] - Apple ranked second with a market share of 24.2%, down 2.1% year-on-year, but showed stable growth in shipments [4][5] - Xiaomi held the third position with a market share of 10.7%, launching new products to enhance its market presence [4][5] - Lenovo's market share rose to 10.5%, with significant growth in both consumer and commercial segments [4][6] - Honor ranked fifth with a market share of 8.1%, continuing to see double-digit year-on-year growth [4][6] Product Innovations and Strategies - Huawei's product iteration in the consumer market, including the MatePad Mini, has strengthened its position as a productivity tool [4][5] - Apple benefited from back-to-school promotions and price reductions on e-commerce platforms, with the iPad Air and iPad Pro series seeing increased shipment proportions [5] - Xiaomi's new product launches, including the Pad 8 Pro and Redmi Pad 2, aimed at expanding its market from mid-range to entry-level segments [5][6] - Lenovo's Y700 series and new releases in the mainstream segment contributed to its growth in both consumer and commercial markets [6] - Honor's introduction of the MagicPad 3 and GT 2 Pro targeted the young consumer demographic while enhancing its competitive edge in the education sector [6] Market Outlook - The growth rate of the Chinese tablet market is expected to slow down towards the end of the year due to the diminishing effects of the "national subsidy" policy [7] - Future growth will depend on product innovation and ecosystem development as market dynamics change [7]

Core Insights - Apple is expected to achieve a revenue growth of 10% to 12% during the upcoming holiday season, significantly exceeding Wall Street's expectations, with projected revenues nearing $140 billion [2] - The year 2026 is anticipated to be a pivotal year for Apple, marked by the launch of new hardware and advancements in AI strategy, amidst challenges such as global regulatory pressures and tariffs [2] Product Launches - Apple plans to release several new products in early 2026, including a more affordable iPhone 17e, an entry-level iPad with A18 chip, and an updated iPad Air with M4 processor [3] - The Mac product line will also see updates, featuring MacBook Air with M5 chip and MacBook Pro models equipped with M5 Pro and M5 Max chips [3] Smart Home Strategy - Apple aims to enter the smart home market with the launch of its first smart display in March-April 2026, which will integrate with an upgraded Siri voice assistant [5] - The long-rumored foldable iPhone is expected to debut, alongside the iPhone 18 Pro, which will utilize Apple's self-developed C2 communication module [5] OLED Technology Adoption - Apple is progressively adopting OLED technology across its product lines, with plans for MacBook Pro to feature OLED screens by late 2026 to 2027 [10] - The iPad mini is set to be the first to adopt OLED screens in the upcoming updates, while MacBook Air will follow in 2028 [12] Retail and Supply Chain Adjustments - Apple is making strategic adjustments to its retail layout ahead of the holiday shopping season, indicating a focus on optimizing the customer experience [7] - Inventory levels for Apple TV and HomePod mini are tightening, suggesting imminent product upgrades [9] AI and Competitive Challenges - Apple faces challenges in the AI domain, particularly with Siri's performance, which has been criticized for its limitations [14] - The company is also contending with competition in the smart home market from Amazon and Google, as well as regulatory pressures affecting its App Store revenue [15][16] Management and Strategic Execution - Ongoing changes in Apple's management team may impact the company's strategic execution, raising concerns about consistency in decision-making [17] - Despite these challenges, Apple retains significant advantages, including strong cash reserves and a robust ecosystem, which are crucial for its transformation efforts [17]

Core Insights - Apple's Q4 FY2025 revenue reached $102.47 billion, marking a 7.94% year-over-year increase and setting a new record for the fourth quarter [1] - Net profit for the quarter was $27.47 billion, a significant increase of 86.39% year-over-year, with a gross margin of 47.18% [1] - For FY2025, total revenue was $416.16 billion, up 6.43% year-over-year, with net profit at $112.01 billion, reflecting a 19.50% increase [1] Regional Performance - Revenue growth was observed in most global markets, with the Americas, Europe, Japan, and other Asia-Pacific regions reporting revenues of $44.19 billion, $28.70 billion, $6.64 billion, and $8.44 billion respectively, showing year-over-year growth of 6.07%, 15.16%, 11.98%, and 14.34% [3] - However, revenue in Greater China declined to $14.49 billion, down 3.59% year-over-year, continuing a trend of revenue decline since Q3 2023 [3][4] - For FY2025, revenue in Greater China was $64.38 billion, a decrease of 3.85% year-over-year, contrasting with growth in other regions [3] Product Performance - iPhone revenue for Q4 was $49.03 billion, a 6.06% increase, primarily driven by the iPhone 16 series, with supply constraints noted for the newly launched iPhone 17 series [6] - Mac revenue reached $8.73 billion, up 12.68%, driven by MacBook Air sales, while iPad revenue was relatively flat at $6.95 billion, showing a slight increase of 0.03% [6] - Wearables, home, and accessories saw a revenue decline to $9.01 billion, down 0.32%, attributed to high revenue baselines from previous product launches [6] Services Growth - Service revenue hit a record high of $28.75 billion, growing 15.13% year-over-year, driven by a large user base and engagement [7] - For FY2025, service revenue totaled $109.16 billion, marking a 13.51% increase and the first time surpassing $100 billion [7] Future Outlook - The company anticipates a 10% to 12% year-over-year revenue growth for the next quarter, with iPhone revenue expected to see double-digit growth [8] - Gross margin is projected to be between 47% and 48%, including approximately $1.4 billion in tariff-related costs [8] - Increased investment in AI is planned, with operational expenses expected to rise to between $18.1 billion and $18.5 billion, primarily driven by R&D [8]

Core Viewpoint - Apple is primarily viewed as an iPhone company, with other products being supplementary and reliant on the iPhone ecosystem for sales [1] Group 1: Product Performance - The wearables, home, and accessories segment is expected to improve, particularly due to strong sales from AirPods, especially with the recent launch of AirPods Pro 3 [2] - The new baseline Apple Watch is considered an excellent option for new users, with notable improvements in display and health sensors [3] - The Apple Watch Series 11 does not offer significant upgrades for existing Series 10 users, but the overall wearables segment is showing signs of recovery [4] Group 2: Home and Accessories Outlook - Expectations for the home and accessories segment are low, with quarterly revenues previously exceeding 10 billion, but new smart home devices are not anticipated to significantly boost sales [5] - There is skepticism about the demand for Apple's smart home devices, as competitors like Amazon and Google dominate the market [6] - Maintaining an ecosystem is crucial for Apple to retain customers and prevent them from switching to competing devices [7] Group 3: Future Product Pipeline - Apple plans to introduce a foldable iPhone by the end of next year, along with new M5 MacBook Air and M4 iPad Air models in March [8] - Additional product launches include smart home devices and an updated AI strategy in the March-April timeframe, with significant updates to the mid-tier Apple Watch expected by the end of next year [9] - The product pipeline includes plans for smart glasses, a tabletop robot, and a foldable iPad with a large screen by the end of the decade [10]