AirPods may not see significant updates until 2026 (aligning with my earlier prediction that IR camera-equipped AirPods would enter mass production in 2026). A lighter version of the AirPods Max is expected to enter mass production in 2027. AirPods可能要到2026年才會有顯著更新

華為最新的18吋大尺寸折疊裝置MateBook Fold之生產目標預計為18-20萬部，但最終銷售結果、產品週期壽命與是否有下一代產品，則需視用戶反饋而定，特別是軟體體驗。 華為的MateBook Fold硬體的最大賣點是螢幕尺寸與解析度、重量與厚度。MateBook Fold的尺寸與螢幕解析度高於競爭對手 (如聯想的ThinkPad

The production target for Huawei's latest large-sized 18-inch foldable device, the MateBook Fold, is projected to be between 180,000 and 200,000 units. Its final sales performance, product lifecycle, and potential for a successor will largely depend on user feedback, particularly

Apple在大尺寸折疊裝置市場面對的競爭對手可能不只是華為。我的調查顯示Amazon內部也正在討論類似的產品，目前尚未正式開案，若開發順利則預計在2026年底或2027年量產 (Apple的18.8吋折疊產品預計在2027年底或2028年量產)。

Apple's competitors in the large-sized foldable device market may not be limited to Huawei. My research indicates that Amazon is also internally developing a similar product, which has not yet officially kicked off. If development progresses as planned, it is projected to enter

我的產業調查指出，關於Jony Ive與OpenAI合作的新型態AI硬體裝置： 1. 預計將在2027年量產。 2. 將在非中國組裝與出貨，以降低地緣政治風險。目前預計在越南組裝。 3. 目前樣品的外觀體積略大於AI Pin，外關設計猶如iPod Shuffle般小巧精緻。上述設計與規格在量產前可能還會有變化。 4.

My industry research indicates the following regarding the new AI hardware device from Jony Ive's collaboration with OpenAI: 1. Mass production is expected to start in 2027. 2. Assembly and shipping will occur outside China to reduce geopolitical risks, with Vietnam currently the

就獲利而言，Apple為在美國市場銷售的iPhone承受25%關稅，遠好於將iPhone組裝產線搬回美國。 truthsocial.com/@realDonaldTru…

In terms of profitability, it's way better for Apple to take the hit of a 25% tariff on iPhones sold in the US market than to move iPhone assembly lines back to US. truthsocial.com/@realDonaldTru…

補充幾個重點： 1. 川普宣稱將課徵多少iPhone關稅並非重點，重點這是川普近期第二次對Apple針對性的言論，此為Apple不容忽視的訊號。 2. 如何避免、延緩川普iPhone關稅或進一步調升，就是Apple現在要跟川普談判的首要重點。例如，Apple能否能藉由改變DEI政策，以換取川普暫時性的不針對他們。 3.

Here are a few additional points: 1. The specific tariff percentage Trump proposes on iPhones isn’t the main concern. The bigger issue is that this is Trump’s second recent pointed comment targeting Apple—a warning sign Apple can’t ignore. 2. Apple’s top priority in

Apple是消費性電子公司，其目前產品與服務與國家安全無重大關聯，但該公司為何會被川普持續針對？ 1. 施壓高知名度目標可放大宣傳效果 迫使全球最知名的公司 (Apple) 與家喻戶曉的產品 (iPhone) 落實「美國製造」政策，宣傳效果極佳，並強化川普一直以來的主張。 2.

Apple is a consumer electronics company whose current products and services have no significant connection to national security, so why is it persistently and publicly targeted by Trump? 1. Pressuring high-profile targets amplifies publicity. Forcing Apple, the world's most

如果這篇報導是真的，Trump要脅課徵25% iPhone關稅是因為Tim Cook沒跟隨他去中東，那對Apple短期內可能是好事，Apple或許可以透過安撫Trump情緒並轉移其注意力來拖延iPhone關稅的討論與實施。 nytimes.com/2025/05/26/tec…

According to the news, if Trump is indeed threatening a 25% iPhone tariff because Tim Cook didn't join his Middle East trip, it might actually be a good thing for Apple in the short term. Apple could potentially delay any discussion and implementation of iPhone tariffs by calming

Companies used to handling market expectations tend to play it safe with their quarterly guidance during product transitions, unless they’re sure about the new product ramp-up and how smoothly the transition will go.

Apple WWDC 2025的3個觀察重點： 1. Apple的AI策略是焦點，其他如介面設計改變、作業系統功能改善等都是次要。 2. 不預期Apple在AI技術上有重大突破。不過，市場對Apple的AI預期不高，只要Apple能清楚說明AI如何在終端裝置上實現與開發時程，應該就算及格。 3.

Three Key Points to Watch at Apple WWDC 2025 1. Apple’s AI strategy takes center stage, with updates like UI changes and OS improvements playing a secondary role. 2. No major breakthroughs in Apple's AI technology are expected. Still, with the market's limited expectations,

對投資人來說，WWDC 2025最重要的是Apple的AI，其他的更新如介面設計都是次要。雖然AI競爭像一場馬拉松，而非單一事件決定輸贏，但WWDC 2025應該讓大部分的投資人期待落空 (特別是跟Google

For investors, the most important part of WWDC 2025 is Apple's AI—other updates, such as UI design, are secondary. While AI competition is more of a marathon than a sprint, WWDC 2025 is likely to disappoint most investors' expectations (particularly when compared with Google