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The year marks a turning point for iPhone, what does it mean for the supply chain?
Nomura believes that this year's iPhone 16 series is not fully adapted for AI applications in terms of hardware, and the iPhone 17 series to be launched in the second half of next year may be Apple's first true AI phone, at which point Apple may re-adjust its product line. It is expected that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material for the body, and additional heat dissipation components may be added.
US Stock Markets Surge To Record Highs As Tech Shares Lead Rally
Apple's collaboration with Baidu to develop the China version of AI features has encountered obstacles, which may affect iPhone sales.
According to sources, apple and baidu are collaborating to add artificial intelligence features to iPhones sold in china next year. However, the project has encountered obstacles as the two companies have differences on how to use iPhone user data to train and improve models.
nvidia is no longer the exclusive darling of AI? apple endorses amazon: considering using its chips to train models
①Apple is leveraging custom AI chips from AWS to enhance its search and other services, and evaluating the feasibility of using the latest AI chips for pre-training the 'Apple Asia vets' model; ②Apple revealed at the AWS Reinvent conference that it uses Amazon's proprietary chips, and stated that its infrastructure is reliable and stable, meeting the needs of global customers.
U.S. stocks closed: all three major indexes hit new highs as Trump ignited a cryptos frenzy, while AI applications and the chip sector showed more bullish earnings reports.
1. Jerome Powell's wording was "just right", and the Dow Jones Industrial Average closed above 45,000 points for the first time in history; 2. AI applications and chip sectors once again showed bullish financial report news; 3. The CEO of the largest health insurance company in the usa was assassinated on the street; 4. Trump nominated an SEC chairman with a pro-cryptos stance.
Apple Options Spot-On: On December 4th, 747.28K Contracts Were Traded, With 6.09 Million Open Interest
On December 4th ET, $Apple(AAPL.US)$ had active options trading, with a total trading volume of 747.28K options for the day, of which put options accounted for 41.13% of the total transactions, and
IDC Says World-Wide Tablet Shipments Are Expected to Grow 9.8% This Yr, Outpacing 0.8% Growth in PCs
IDC Says PC and Platform Makers Are Gearing Up for AI PCs and Tablets to Be the Next Big Thing, But Lack of Clear Use Cases and a Bump in Avg Selling Prices Has Buyers Questioning the Utility
IDC Says 2025 Is Expected to Be a Yr of Recovery for PCs, With Growth Anticipated at 4.3%, Driven by Comml Upgrades From Windows 10 to Windows 11
IDC Says Tablets Are Leading the Charge With Nearly Double-Digit Growth Projected for the Yr
IDC Says Many Corporate Budgets Are Constrained Due to Overall Macro Environment, Companies Continuing to Evaluate Need for AI PCs/Tablets, Which Often Come at a Higher Cost
IDC Says There Seems to Be a Big Disconnect Between Supply and Demand
IDC Says Global Market for Personal Computing Devices, Including PCs and Tablets, Is Set to Grow 3.8% in 2024
PCs and Tablets Expected to Grow in 2024, But AI Isn't the Main Driver --Yet, IDC Says
Making Money From Crowd Stampede – Palantir Becomes Largest Defense Contractor In Blink Of An Eye
Why You Should Be Checking Reddit Again Ahead of Trading
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Apple CEO Cook Considers Health Its Most Important Contribution: Report
Apple, Baidu's AI Team up in China See Hurdles - Report
Tech Stocks Hit First All-time High Since July