你或许听说过"视错觉"实验：两个一样大的小球，看起来却一大一小；明明静止的图像，看起来却在在动。这些现象都在证明，想骗过眼睛和大脑，还挺 简单的。 作为人眼最敏锐的视觉参数之一，分辨率一直都是科技公司关注的焦点。2010年，乔布斯在苹果发布会上发布了搭载 "视网膜屏"（Retina Display）的 iPhone 4，宣称其像素密度之高，已超出人眼识别极限。但这场发布会并没有终结"分辨率比赛"。十几年后的今天，从手机到平板，从电脑到电视，数码 设备的分辨率依然在不断被刷新。 而最近的一项研究发现：在分辨率这条赛道上，手机厂商可以接着"卷"，但电视厂商或许可以准备躺平了。 但在"分辨率"这件事上，想糊弄人眼，恐怕就没那么容易了。 326ppi的视网膜屏，拿近点再看看呢？ 当年的iPhone 4，搭载的是一块326ppi的屏幕，也就是每英寸包含326个像素点。苹果之所以有勇气称其为"视网膜屏"，是因为人眼能够识别的极限像素密 度为300ppi，而326ppi显然超过了这一数值。 但这有一个前提，乔布斯在发布会上也提到了这一点：你需要把屏幕拿到距离眼睛10到12英寸（约25～30厘米）远的地方。 这是因为当距离变 ...

Key Takeaways QCOM posted $6.96B handset revenues last quarter, up 14% year over year, accounting for 63% of sales.QCOM faces pressure from MediaTek, weaker smartphone demand, trade tensions, and rivals' in-house chips.Qualcomm is betting on premium Snapdragon 8 Gen 5 chips to drive flagship smartphone growth.Qualcomm Incorporated ((QCOM) generated about $6.96 billion in handset revenues in the latest quarter, with a year-over-year increase of 14% and an estimated $27.8 billion in fiscal 2025, contributing ...

Core Viewpoint - Apple has completed its product updates for the year with the launch of the M5 chip-equipped iPad Pro, VisionPro, and 14-inch MacBook Pro, shifting focus to anticipated releases in 2024, including the iPhone 17e, MacBook Pro, and iPad models [1][4]. Group 1: Upcoming Products - The upcoming iPad is expected to be the 12th generation, likely launching in March or April 2024, following the release of the 11th generation on March 4, 2023 [1][4]. - The 12th generation iPad is anticipated to maintain an 11-inch screen and a thickness of 7mm, with no significant design changes [3][5]. Group 2: Technical Upgrades - The primary upgrade for the 12th generation iPad is expected to be the A18 chip, which will enhance performance compared to the A16 chip currently in use [6]. - The A18 chip will enable support for Apple's personal intelligent system, Apple Smart, which was announced for devices equipped with A17 Pro and M1 chips [6]. Group 3: Pricing Dynamics - The introduction of the iPhone 17 has led to a significant price drop for the iPhone 16, which recently sold for only 239 yuan, marking a new low since its launch [1][4].

Apple (AAPL) stock has staged an impressive comeback after a sluggish start to 2025. Over the past six months, shares have surged 37.9%, recently reaching a record high of $288.62 on Dec. 3, and outperforming the S&P 500 Index’s ($SPX) roughly 14% gain. Surprisingly, Apple has also outpaced tech powerhouses like Meta (META), Amazon (AMZN), and Nvidia (NVDA) during the same period. The upward swing began in late summer and has been driven by a series of favorable developments. One notable win came when App ...

【环球网科技报道 记者 张阳】12月6日，苹果公司位于北京大兴区的北京荟聚零售店正式开门营业，据了解，这是苹果公司在北京开设的第六家零售店，也 是北京首家采用通用设计与可持续理念融合的新一代零售空间。 北京荟聚商场位于北京大兴区，交通十分便捷，商场二层与三层直通北京地铁4号线。从北京荟聚驾车前往北京大兴国际机场，最快仅需35分钟，能为顾客 提供高效顺畅的出行体验。因而苹果公司将大中华区第59家、北京第六家零售店选址于此，希望进一步加强与北京南部城区的联结，打造一个广受欢迎的目 的地，供当地居民与游客探索科技、激发创造力，并发现无限可能。 顾客可在店内探索Apple最新全线产品，包括iPhone 17系列、iPhone Air、Apple Watch Series 11，以及搭载全新M5芯片的14英寸MacBook Pro、iPad Pro和 Apple VisionPro。特别设置的Apple Vision Pro专属演示区，提供约30分钟的一对一沉浸式体验，让顾客亲身感受空间计算的未来魅力。 北京荟聚店的Creative培训师将每日为顾客提供免费的Today at Apple课程，内容涵盖摄影、视频创作、艺 ...

Core Insights - Apple has opened its sixth retail store in Beijing, located in the Huiju Shopping Center, marking a significant expansion in the region and providing a new technology hub for residents in the southern part of the city [1][2][10] Group 1: Store Opening and Community Impact - The new store has filled a long-standing gap in direct Apple retail presence in southern Beijing, serving millions of residents in areas like Daxing, Yizhuang, and Fengtai [2][10] - The opening attracted a large crowd, with many customers arriving early to experience the store and receive exclusive opening gifts [2][4] Group 2: Design and Sustainability - The store features an innovative design using the Apple Vintage E design language, emphasizing sustainability and accessibility [5][6] - It incorporates eco-friendly materials and aims for carbon neutrality by using 100% renewable energy [6][8] Group 3: Product Offerings and Services - The store showcases the full range of Apple products, including the iPhone 17 series, MacBook Pro with M5 chip, iPad Pro, and Apple Vision Pro, with dedicated experience zones for immersive product demonstrations [9] - It will offer a variety of free courses under the "Today at Apple" initiative, covering topics like photography, music creation, and programming, enhancing community engagement [9] Group 4: Economic Significance - The opening of the Apple store is seen as a benchmark for the "first store economy" in the southern region, contributing to the area's retail ecosystem and attracting other brands [10][12] - The store's establishment is expected to stimulate local consumer spending and enhance the overall shopping experience in the Daxing area [10][12]

苹果公司全 球市场高级副总裁Greg Joswiak（Joz）现身Air-Evolution展 新酷产品第一时间免费试玩，还有众多优质达人分享独到生活经验，快来新浪众测，体验各领域最前 沿、最有趣、最好玩的产品吧~！下载客户端还能获得专享福利哦！ 视频加载中，请稍候... 当我们谈论科技，总容易联想到 "冷硬的直线""精准的几何"或"精准的代码"；而自然，是流动、意外与 自由生长的代名词。 这一切，都源于Susan骨子里的 "多元基因"：成长于中、加、美、英之间的经历，让她把 "美" 视作连接 文化的通用语言。她的设计向来以空灵美学著称，而这一次，她用科技把自然的耐心、不可预测性与美 搬进了创作里 —— 就像她在展陈里写的："如果借助科技我们能学会像自然那样创造，会怎样呢？" 答案，就是这场 "Air-Evolution"：当代码长出花瓣，当算法织就面料，当科技拥有了生命的温度，我们 终于看到 —— 数字时代的创作，也可以像野花园一样，蓬勃、柔软，且充满诗意。 这道人为划下的边界，在 Susan Fang 的 "Air-Evolution" 展览里，被温柔地糅合在了一起。 在这里，科技不再是冰冷的工具，而是承 ...

Core Insights - Intel Corporation is reportedly set to develop Apple Inc.'s M series chips for MacBook Air and iPad Pro by early 2027, leading to an 8.7% increase in Intel's stock price following the news [1][8] - The potential deal would significantly benefit Intel Foundry, as the company is undergoing a comprehensive review to regain growth, while maintaining its core strategy [2] - Intel is focusing on AI PCs, with the upcoming Intel Core Ultra series and Xeon 6+ processors expected to launch between January 2025 and the first half of 2026, manufactured using advanced semiconductor processes [3][4] Investment and Partnerships - Intel has secured a $5 billion investment from NVIDIA to develop advanced AI solutions, leveraging both companies' strengths [5] - In August 2025, Softbank invested $2 billion in Intel, acquiring approximately 2% ownership, to support AI research and development initiatives [6] Market Performance - Intel's stock has increased by 93.5% over the past year, outperforming the industry growth of 27% and competitors like NVIDIA and Advanced Micro Devices [9] - Despite the stock gains, Intel faces challenges such as margin pressure, export restrictions, and declining earnings estimates for 2025 and 2026 [8][15] Competitive Landscape - Intel is lagging behind competitors like NVIDIA in innovation, particularly in AI chips, which has affected its market position [10] - The rise of over-the-top service providers and price-sensitive competition is intensifying challenges in retaining customers and maintaining margins [11] Geopolitical Challenges - China accounted for over 29% of Intel's total revenues in 2024, but recent moves by the Chinese government to replace U.S.-made chips could negatively impact Intel's revenue prospects [13] - The tightening of U.S. export restrictions to China poses dual challenges for Intel, including potential market restrictions and increased competition from domestic chipmakers [14] Future Outlook - Intel's innovative AI solutions are expected to benefit the semiconductor ecosystem, and the rumored Apple deal could enhance its foundry business [16] - Management is focusing on simplifying its portfolio and addressing scalability and performance challenges to foster AI adoption [19] - However, recent product launches may be perceived as insufficient, and ongoing margin issues and declining earnings estimates remain concerns for the company's financial health [20]

Investment Rating - The report assigns a "Buy" rating with a target price of $330.00, indicating a potential upside of 15.19% from the current price of $286.19 [3][31]. Core Insights - The report highlights that iPhone 17 sales have reached a record high, and the service business continues to show strong growth, with service revenue increasing by 15.1% year-over-year [5][23]. - The company is expected to experience a robust product cycle over the next three years, driven by effective user upgrade demand, with a projected revenue CAGR of 7.0% and an EPS CAGR of 10.9% [5][31]. Financial Summary - For the fiscal year ending September 28, 2024, total revenue is projected to be $391.035 billion, with a year-over-year growth of 2.02% [4]. - Net profit for FY2024 is estimated at $93.736 billion, with diluted earnings per share (EPS) of $6.1, reflecting a slight decrease of 0.84% [4]. - The company reported total revenue of $102.47 billion for the latest quarter, a 7.9% increase year-over-year, surpassing Bloomberg consensus estimates [5][7]. - Gross profit for the quarter was $48.34 billion, with a gross margin of 47.2%, exceeding expectations [5][7]. Product Performance - iPhone revenue for the latest quarter was $49.03 billion, showing a year-over-year increase of 6.1%, with an average selling price (ASP) of $837 [16][20]. - The introduction of the iPhone 17 series has effectively stimulated user upgrade demand, with expectations of sales approaching 250 million units due to favorable product upgrades and low inventory levels [18][19]. Service Business Growth - Service revenue reached $28.75 billion, accounting for 28.1% of total revenue, with significant growth across various service segments [5][23]. - The company is experiencing a surge in customer engagement, with the number of paid accounts reaching historical highs [23]. Regional Performance - Revenue from the Americas, Greater China, Europe, Japan, and other Asia-Pacific regions for the latest quarter was $44.2 billion, $14.5 billion, $28.7 billion, $6.6 billion, and $8.4 billion, respectively [9][14]. Future Outlook - The company anticipates a revenue growth of approximately 10%-12% for FY26Q1, with iPhone revenue expected to achieve double-digit growth [8]. - The gross margin for the next quarter is projected to be between 47%-48%, with a manageable impact from tariffs due to a reduction in Chinese tariffs [8].

Group 1 - Intel's stock surged by 8.6% following news from analyst Ming-Chi Kuo that Intel may produce Apple's M-series chips for MacBook Air and iPad Pro as early as early 2027 [1] - This potential collaboration indicates that Intel could regain a significant client after a period of limited foundry business, with last quarter's revenue at $4.2 billion, significantly lower than its own product revenue of $12.7 billion [1] - The partnership, if realized, would not disrupt TSMC's current role as Apple's foundry but would demonstrate Intel's capability to serve large clients [1] Group 2 - Intel's stock has increased by 115% this year and has doubled over the past 12 months, partly due to the reform momentum under new CEO Pat Gelsinger [1] - The news of the potential collaboration comes after Apple had previously shifted to in-house designs and TSMC for chip production, suggesting a new model of cooperation where Apple designs and Intel manufactures [1]