Apple Intelligence
2025.06.09
12:51
Ming-Chi Kuo previews three key points of Apple's WWDC 2025
Apple analyst Ming-Chi Kuo predicts that there are three key points to observe at Apple's Worldwide Developers Conference (WWDC) 2025: 1. Apple's AI strategy is the focus, and other things such as interface design changes and operating system function improvements are secondary. 2. Apple is not expected to have major breakthroughs in AI technology. However, the market does not have high expectations for Apple's AI. As long as Apple can clearly explain how AI is implemented on terminal devices and the development schedule, it should be considered a pass. 3. The implementation of AI on terminal devices may focus on several areas, including: 1) Rebuilding the Apple Intelligence/Siri brand, 2) Integrating AI into the operating system to enhance the overall experience, 3) Providing third-party developers with tools to integrate AI and Apps, 4) Strengthening privacy protection mechanisms (software and infrastructure), and 5) Cooperating with more existing well-known AI service platforms.
2025.04.01
01:16
Market news: Apple (AAPL.O) said that Apple Intelligence has expanded to more languages and regions. Apple Intelligence has been extended to iPhone and iPad users in the EU market.
01:07
Apple (AAPL.O): Today, Apple Intelligence and new spatial experiences will come to the Apple Vision Pro headset with visionOS 2.4.
01:04
Apple expands its Apple Intelligence capabilities to more languages and regions
Apple expands its Apple Intelligence capabilities to more languages and regions.
2025.03.13
09:16
Ming-Chi Kuo: Mass production of new HomePod with screen delayed to Q3
Analyst Ming-Chi Kuo reiterated his prediction for Apple's new HomePod, saying that Apple will launch a new HomePod with a screen, but mass production will be delayed until the third quarter of 2025 (after WWDC) due to software development issues, which involves the functional adaptation of Apple Intelligence.
2025.03.10
07:44
Apple is developing AirPods with built-in cameras
Technology media AppleInsider published a blog post yesterday (March 9), reporting that Apple is developing AirPods with built-in cameras to expand Apple Intelligence technology. This innovative move aims to obtain environmental data through the headphone camera to provide users with a smarter interactive experience. Apple has introduced visual intelligence functions in the iPhone 16, allowing users to obtain detailed information about real-world objects through the phone camera. AirPods with built-in cameras will not need to rely on mobile phones, and can achieve similar functions directly through the headphone camera.
2025.02.25
10:32
Ming-Chi Kuo: Apple's new Houston plant will produce AI servers equipped with M5 high-end processors
On February 25, Ming-Chi Kuo, an analyst at Tianfeng International Securities who has been following Apple's industry chain for many years, posted on the social platform X that Apple's new factory to be opened in Houston in 2026 will produce AI servers equipped with M5 high-end processors. Apple announced on February 24, 2025 that it expects to spend more than $500 billion in the United States in the next four years. It mentioned that a new factory will be opened in Houston in 2026 to produce AI servers for Apple Intelligence Private Cloud Compute (PCC). Its previous forecast mentioned that "Apple PCC infrastructure construction will be accelerated after the mass production of high-end M5 chips." The mass production time of the M5 high-end chip is 2H25-2026, which coincides with the time point when Apple announced the acceleration of AI server capacity expansion.
2025.02.22
08:42
Apple AI will be launched in the US in April Vision Pro
On February 21, local time, Apple announced that "Apple Intelligence" will be available on its mixed reality device Vision Pro in April. Users will be able to use writing tools to proofread, rewrite and summarize texts; use ChatGPT in the writing tool to write texts from scratch, etc. Apple Intelligence will be available in beta on visionOS 2.4, supporting US English. More features and support for other languages will be launched in succession this year.
2025.02.20
13:55
Apple smartphones to launch simplified Chinese version in early April
Apple's official website shows that Apple Intelligence will be available in Simplified Chinese, English (India, Singapore), French, German, Italian, Japanese, Korean, Portuguese (Brazil) and Spanish in early April.
00:04
Apple launched the iPhone 16e, equipped with the A18 chip, Apple Intelligence and the company's first cellular modem designed, Apple C1.
Apple launched the iPhone 16e, equipped with the A18 chip, Apple Intelligence and the company's first cellular modem designed, Apple C1.
00:03
Apple (AAPL.O) launched the iPhone 16e, equipped with the A18 chip, Apple Intelligence and the company's first cellular modem designed by Apple, the Apple C1.
2025.02.17
17:09
Goldman Sachs: Apple's shipment growth in China improved in December, and the sales outlook for the first quarter is positive
Goldman Sachs released a research report pointing out that according to the shipment of mobile phones in China in December 2024, Apple's iPhone shipment growth rate in China has improved, which may be a positive indicator for Apple's iPhone sales in China in the first quarter (second fiscal quarter). Goldman Sachs' latest research shows that Apple's performance in the Chinese market has improved, but its overall market share is still under pressure. Nevertheless, Apple's shipment growth in China and the stability of its market share indicate that demand for its products is gradually recovering, which may provide support for the upcoming launch of Apple Intelligence. Goldman Sachs maintains a "buy" rating on Apple with a target price of $294. This rating reflects Apple's strong ecosystem, service revenue growth potential, and technological innovation capabilities.
2025.02.15
07:32
Ming-Chi Kuo: iPhone SE4 shipments are expected to reach 22 million units this year, performing slightly better than previous models
On February 15, Ming-Chi Kuo, an analyst at Tianfeng International Securities who has been following Apple's industry chain for many years, released a report pointing out that the iPhone SE4 is planned to ship about 12 million units/10 million units in 1H25/2H25, which is slightly better than the previous SE models (annual shipments are close to 20 million units after the launch). In addition to reducing the impact of the off-season on shipments, this new model will also help accelerate the penetration of models that support Apple Intelligence. The use of Apple's self-developed baseband chip is also a key point. Qualcomm will re-evaluate its baseband patents after the model is released, and believes that there is an opportunity to obtain some patent licensing fees to reduce the loss of lost orders.
2025.02.01
13:32
Ming-Chi Kuo: Apple Intelligence doesn't help iPhone sales much
Analyst Ming-Chi Kuo released a report pointing out that Apple Intelligence is not of much help to iPhone sales. According to its industry survey, overall iPhone 4Q24 shipments declined by approximately 5.8%, but iPhone revenue only declined by 0.8% year-on-year in 4Q24, because the iPhone's product shipment mix in 4Q24 further improved. In terms of the new Pro series’ share of total shipments, it increased significantly from 54% in 4Q23 to 61%. In addition, users who purchase the Pro series are very likely to pay extra for a version with higher storage space, so the Pro series' contribution to the average unit price is very significant. However, the proportion of Pro models cannot increase endlessly. The decline in iPhone revenue in the Q12025 financial report is a warning sign. If Apple does not adjust its iPhone product and sales strategy, the trend will continue and iPhone revenue will decline by a mid-single-digit year-on-year in 2026.
2025.01.31
05:43
Apple (AAPL.O) CEO: We are working with Chinese regulators to introduce Apple Intelligence to China.
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