郭明錤 (Ming-Chi Kuo)配備IR相機的新款AirPods可望提升人機交互體驗與強化Apple空間音訊/空間運算生態 / New IR Camera-Equipped AirPods to Enhance…我的供應鏈調查指出,Apple預計在2026年量產新款配備相機模組的AirPods。此相機模組規格類似iPhone Face ID的IR相機/接收端 (非發射端)。6d ago6d ago
郭明錤 (Ming-Chi Kuo)Alpha and Omega Semiconductor Ltd (AOSL) is poised to become a new GB200 supplier and one of the…Nvidia CEO Jensen Huang recently stated that the company aims to release a new version of its flagship AI chip annually. While this…Jun 203Jun 203
郭明錤 (Ming-Chi Kuo)2H24 新款Apple Watch關注焦點:Series 10、鉑力特/3D列印 / The focus of the 2H24 New Apple Watch: Series 10 and…Series 10將有外觀升級,包括螢幕尺寸變大 (從45mm/41mm升級到約49mm/45mm) 與變更薄。Jun 171Jun 171
郭明錤 (Ming-Chi Kuo)中低階CCL因產能緊張已普遍漲價,AI PC、一般伺服器與原物料上漲為關鍵,台灣CCL廠商為關注焦點 / Mid-to-low-end CCLs generally price increase…我的最新調查顯示,目前M4以下的CCL品項已普遍漲價,平均漲幅約接近10%。M4以上的高階CCL目前則沒有漲價的跡象。Jun 14Jun 14
郭明錤 (Ming-Chi Kuo)Two new growth drivers for Qualcomm / Qualcomm的兩個新成長動能The SM8750 (Snapdragon 8 Gen 4), which will enter mass production in 2H24, is expected to be priced 25–30% higher than the current flagship…Jun 13Jun 13
郭明錤 (Ming-Chi Kuo)How Apple defines on-device AI and future trends — from the perspective of analyzing supported…The iPhone 15 with the A16 chip cannot support Apple Intelligence, but M1-equipped models can. Therefore, it can be concluded that the key…Jun 111Jun 111
郭明錤 (Ming-Chi Kuo)投資人對萬眾矚目的WWDC 2024最常提出的問題與我的想法 / Most Frequently Asked Questions from Investors and My Thoughts…投資人非常關注Apple將在WWDC 2024發布的AI服務和功能。以下是過去數月中投資人們最常詢問我的問題:Jun 9Jun 9
郭明錤 (Ming-Chi Kuo)Computex 2024 Nvidia CEO黃仁勳演講感想 / Thoughts on Nvidia CEO Jensen Huang keynote at Computex 2024黃仁勳與Steve Jobs都是同時具備超級業務員與魅力型領導特質的CEO,是非常罕見的CEO類型。與Jobs不同的是,黃仁勳更強調與合作夥伴/供應商的多贏。Jun 3Jun 3
郭明錤 (Ming-Chi Kuo)Apple的首款折疊產品 — 全螢幕折疊MacBook調查更新 / Apple’s first folding product — the full-screen foldable MacBook…面板供應商和潛在尺寸規格:LGD為面板獨家供應商。除20.25"外,Apple也在考慮是否要用18.8"取代。這兩個尺寸的差異在於對折後分別約等同14–15"與13–14"筆記型電腦的外觀設計。May 23May 23
郭明錤 (Ming-Chi Kuo)信維通信為新款iPhone 16 Pro Max的電池能量密度升級的主要受益者 / Sunway is a major beneficiary of the new iPhone 16 Pro…我最新的供應鏈調查指出,iPhone 16 Pro Max的電池芯之能量密度 (Wh/kg) 將提升,好處在於同樣的電池體積下有更長的續航力,或同樣續航力下降低電池體積。May 171May 171