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苹果新品大爆发 台链吃补 鸿海、广达等受惠
Jing Ji Ri Bao· 2025-07-11 22:35
至于iPhone 17e外观与iPhone 16e类似,内部升级为A19处理器,与iPhone 17系列保持一致,预期2026年 初发布。值得注意的是,iPhone 16e是今年2月推出,17e是明年初发布,预期苹果计划对入门款手机, 採取每年一次更新的节奏。 苹果原计划在今年底推出搭载M5芯片的14英寸与16英寸MacBook Pro,内部时程已调整为2026年初。目 前预期这次推出的M5 MacBook Pro,将是自2021年启用现有设计以来最后一版。换言之,下一代机型 将采用全新机壳设计,并转向OLED屏幕。至于MacBook Air新机也预期2026年上半年问世。 古尔曼说,苹果原计划在2025年底发布搭载M5芯片的MacBook Pro系列,但内部时间表已调整到2026年 上半年。苹果正努力改善过去两年需求不振的情况,例如iPad系列的产品更新脚步放缓,导致业绩表现 疲软。 至于苹果今年秋季将推出的新产品,他表示,包括机身更轻薄的iPhone 17系列、重新设计的iPhone 17 Pro机型、新一代入门与高阶Apple Watch、升级版的iPad Pro,以及效能提升的Vision Pro头戴 ...
Apple's 2026 Product Pipeline
Bloomberg Technology· 2025-07-11 19:13
Let's first start off with exactly what is the sort of complexion of this line up and why are they taking that particular approach. Yeah. I mean, thank you so much for having me.So Apple typically launches a bunch of new products in the fall, and that's going to happen again this year with some twists. So we'll get the usual new iPhone, the 17 line, the usual new Apple watches, but they'll be a couple of other bells and whistles that they usually don't do this time of year. One is an upgraded version of the ...
苹果(AAPL.US)2026春季攻势曝光:MacBook Pro领衔 iPhone 17e携多款iPad来袭
智通财经网· 2025-07-11 00:27
据知情人士透露,这一产品线将于明年春季面世,涵盖入门级iPad、iPad Air的更新版本以及外接式Mac 显示器。其中被命名为iPhone 17e的平价手机将是苹果今年早些时候推出的599美元机型的后续产品。 知情人士表示,苹果同时正在开发升级版MacBook Pro和MacBook Air。他们透露,虽然这些电脑原定 于2025年发布,但苹果正考虑将其推迟至2026年。 智通财经APP获悉,苹果(AAPL.US)正规划在2026年上半年发布一系列雄心勃勃的新产品,包括新款低 端iPhone、多款iPad及升级版Mac电脑。 iPhone 17e外观与16e相似,但配备与今年iPhone 17系列相同的A19处理器(现款为A18)。这款代号V159 的设备预计明年初上市,现款发布于今年2月。从16e到17e的快速迭代显示苹果正将入门级iPhone调整 为年度更新节奏,这与之前的战略有所不同。此前的SE系列自2016年推出后仅更新两次。 苹果原计划今年晚些时候发布搭载M5芯片的14/16英寸MacBook Pro(代号J714/J716),现内部目标调整为 明年初发布,这意味着现款销售周期将略长于往常。具体时 ...
Will Solid Momentum in Premium Handset Vertical Drive QCOM's Growth?
ZACKS· 2025-07-10 13:56
Core Insights - Qualcomm has been selected by Samsung to provide the Snapdragon 8 Elite Mobile Platform for its Galaxy Z Fold7 devices, enhancing performance and AI capabilities [1] - The Snapdragon 8 Elite chipsets are gaining traction in the premium smartphone market, with several manufacturers adopting them [2] - Qualcomm's QCT segment revenues increased to $9.47 billion in Q1 from $8.03 billion year-over-year, with expectations of $27.7 billion in handset revenue for 2025, reflecting an 11.3% year-over-year growth [3] Market Dynamics - Healthy demand in the premium smartphone segment is driving growth for Qualcomm, but competition from low-cost manufacturers like MediaTek and Rockchip is impacting profitability [4] - Apple is moving towards in-house chip development, which is affecting Qualcomm's revenue growth, as Apple has replaced Qualcomm's RF modem in its latest iPhone [4] - Broadcom is also a competitor, leveraging strong relationships with OEMs to gain insights into customer requirements [5] Financial Performance - Qualcomm shares have declined by 20.2% over the past year, contrasting with the industry's growth of 18.1% [6] - The company's shares trade at a price/earnings ratio of 13.51, significantly lower than the industry average of 33.07 [8] - Earnings estimates for 2025 have decreased by 0.17% to $11.71 per share, while 2026 estimates have declined by 2.23% to $11.82 [9]
传苹果最快今年推新Vision Pro
WitsView睿智显示· 2025-07-10 07:09
苹果打算为旗下空间运算装置Vision Pro推出升级版本,预计最快今年内亮相,主要着重于强化AI 运算效能及改善佩戴舒适度,以提振这款定价高达3,499美元但上市表现不如预期的头戴式装置。 图片来源:苹果 据《彭博社》报导,升级版Vision Pro将导入与新款iPad Pro同等级的M4处理器,取代目前的M2 芯片,提升整体运算速度与能源效率。由于Vision Pro在应用层面需依赖即时图像处理与复杂虚拟 场景运算,AI表现成为硬件升级的关键。新版本也可能扩充神经网络引擎的核心数,进一步提升人 工智能的执行效能。 #苹果 #近眼显示 #VisionPro 除了处理器升级,苹果也着手解决许多用户反映的佩戴不适问题,计划推出全新头带设计,减轻长 时间使用时对头部与颈部造成的压力。目前Vision Pro约重600~650 克 ,不少用户反映使用久了 容易感到头痛或肩颈酸痛,尽管第三方配件也尝试优化佩戴体验,但官方版本仍有改善空间。 Vision Pro自上市后虽备受瞩目,但高单价与原生应用不足影响其市场接受度,苹果至今仅在少数 市场开卖,销量据传仅数十万台,与苹果过往iPhone、iPad等设备的亮眼成绩有明 ...
苹果设计团队再生变数,供应链出身的库克能否扛起美学大旗
Feng Huang Wang· 2025-07-09 01:46
Core Viewpoint - Apple is undergoing a leadership change in its design team as COO Jeff Williams is set to retire, with design now reporting directly to CEO Tim Cook, raising questions about Cook's ability to lead the design team effectively [1][3][4] Group 1: Leadership Changes - The design team has experienced instability since the departure of Jonathan Ive, with multiple leadership changes including the exit of Scott Forstall in 2012 and the cancellation of the Chief Design Officer position after Ive's departure in 2019 [2][4] - Following the retirement of Williams, the design team will report directly to Cook, indicating a significant shift in leadership dynamics [3][4] Group 2: Design Team Performance - Despite leadership changes, Apple has achieved notable success in industrial design over the past five years, including the development of the iPad Pro, new MacBook Pro, and Mac mini, as well as the introduction of the "Dynamic Island" feature [5] - Williams played a key role in the development of the Apple Watch, suggesting he had some influence over the design team, but it remains unclear how much impact Cook will have on design moving forward [5] Group 3: Future Implications - It is uncertain how much Cook will personally engage in design work, and any potential changes he may bring could take time to materialize due to the long-term planning required for product design [5] - Apple appears to be planning to introduce a new design leader, potentially Alan Dye, but these plans have not been publicly disclosed [5]
X @Forbes
Forbes· 2025-07-06 18:55
Best Prime Day iPad Deals: Save 17% On An iPad Air Or iPad Prohttps://t.co/FnlcAYDog8 https://t.co/yprNIbMPQb ...
苹果今年秋季将推出15款以上新产品,涵盖多个领域
Huan Qiu Wang· 2025-07-03 08:18
【环球网科技综合报道】7月3日消息,据外媒9to5mac报道称, 2025 年已过半,苹果在产品创新上持续发力,计划于今年秋季推出超 15 款新产品。 外媒称,此次苹果可穿戴设备将迎强劲更新,Apple Watch Ultra 3 将配备 5G RedCap、高血压传感器和卫星功能,Apple Watch Series 11 和 SE 3 也将升级; AirPods Pro 3 将搭载 H3 处理器并升级降噪功能。 据介绍,苹果将推出至少两款智能家居新品,包括新款 Apple TV 4K(配备 A 级芯片和 Apple Intelligence 功能)、HomePod mini 2(搭载全新 Wi-Fi 调制解 调器)以及可能的 "HomePad" 智能家居指挥中心。 苹果还将发布 AirTag 2(配备新型超宽带芯片)、M5 Vision Pro(规格提升)和 Studio Display 2(采用 MiniLED 技术并改进摄像头)。此外,有传言称苹 果可能推出 Pro Display XDR 2,以搭配新款 Mac Pro。(青云) 其中,苹果将推出 iPhone 17 系列,包括 iPhone 17、 ...
用上iPhone芯片的苹果电脑即将到来,我希望12寸MacBook的灾难不会重演
3 6 Ke· 2025-07-03 07:53
手机芯片 搬进 Mac 什么是电脑? 这个开放问题,iPad Pro 是答案之一,它忙着把 M 处理器塞进 5mm 的谨慎,绽放出满满的「生产力」。 但如果 MacBook 反而用上了手机的 A 系列处理器……那还是电脑么? 库克这次不是要把 Mac 芯片偷到 iPad 上,而是要把 iPhone 芯片偷到 Mac 上 今天早些时候,MacRumors 发文确认:去年夏天,MacRumors 分析师 Aaron 就在 macOS 15 Sequoia 有关 Apple Intelligence 的后端代码中,发现了一台型 号标识符(model identifier)为「Mac17,1」的新设备。 根据 MacRumors 的说法:后续各种渠道分析和确证,最终认定这款标识符「Mac17,1」的新设备使用的处理器为 iPhone 16 Pro 上同规格的 A18 Pro 芯片, 而非 M 系列 Apple Silicon 处理器。 | 2 com_apple_MobileAsset_UAF_FM_GenerativeModels.xml | | --- | | 11 - 1 | | Macl6, 3 | | Ma ...
Apple Stock Down 18% In 2025: Could Company's Ad Removals Be Hurting Brand?
Benzinga· 2025-06-24 17:05
Technology giant Apple Inc AAPL may need to rethink its marketing strategy after the company quietly pulled another one of its advertisements this week, which is at least the fourth such move made in just over a year.What Happened: Apple made a big splash with its return to advertising on social media platform X, formerly known as Twitter, with ads helping boost viewership for its streaming hit "Severance."While ads for that show worked, recent ads from Apple have been pulled by the company for various reas ...