三個月前的預測實現了。這不只是Nvidia與Apple股價的比較，而是AI強勁成長趨勢與消費電子面臨的創新挑戰之對比。

The prediction from three months ago has come true. This is not just a comparison of Nvidia and Apple’s stock prices but a contrast between the strong growth trend of AI and the innovation challenges faced by consumer electronics.

Is AMD considering using Samsung Foundry's 3nm GAA? The survey results are as follows:

1. There is currently no substantial progress between AMD and Samsung Foundry regarding 3nm GAA.
2. Even if both parties start cooperating on 3nm GAA now, by the time it is ready for mass

AMD可能會採用Samsung Foundry的3nm GAA？調查結果如下：
1. AMD與Samsung Foundry在3nm GAA上目前並無任何實質進展。
2. 就算雙方現在開始要在3nm GAA方面展開合作，待量產時台積電的2nm都已經量產了，對AMD來說不如投入資源在台積電的2nm產品上。
3. 目前AMD與Samsung

Vision Pro出貨調查更新：
本月中旬前已開始陸續出貨至非美國市場 (晚於先前預測的在WWDC 2024前)，主要包括英國、法國、德國、中國、日本、與新加坡。目前對全球2024年出貨量預估不變，仍維持40-45萬部。

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Vision Pro shipment survey update:
Shipments to non-U.S. markets, mainly the U.K.,

Computex 2024 Nvidia CEO黃仁勳演講感想 / Thoughts on Nvidia CEO Jensen Huang keynote at Computex 2024

link.medium.com/c5bn7TLq7Jb

Apple的首款折疊產品  - 全螢幕折疊MacBook調查更新 / Apple’s first foldable product  -  the full-screen foldable MacBook survey update

link.medium.com/LNED2PzLPJb

2H24 iPhone 16系列機殼顏色預測

iPhone 16 Pro & Pro Max：黑色、白色 (或銀色)、灰色 (應該是原色鈦金屬)、玫瑰
iPhone 16 & 16 Plus：黑色、綠色、粉紅、藍色、白色

Apple可能對顏色會有不同的稱呼 (如先前稱呼白色為星光色)。此外，即便顏色名稱與既有機種相同，但看起來可能會不一樣。

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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 Max’s battery energy density upgrade

link.medium.com/XBguMpLhFJb

一些關於Nvidia下一代AI晶片R系列/R100的預測更新 / Some prediction updates about Nvidia’s next-generation AI chip R-series/R100

link.medium.com/rrw5CoDqpJb

Kobo彩色電子書預購優於預期，今明年出貨量可望上修；關鍵供應商元太、振曜與天鈺趨勢分析

link.medium.com/hKpTXdfcmJb

Better-than-expected Kobo’s color e-reader pre-orders & potential upside for shipments this year and next; trend analysis of key suppliers E Ink, Netronix, and Fitipower

link.medium.com/hKpTXdfcmJb

Apple cuts 2024 & 2025 Vision Pro shipment forecasts, unfavorable to MR headset, Pancake, and Micro OLED trends / Apple下修2024 & 2025年Vision Pro出貨預測，不利MR頭戴裝置、Pancake與Micro OLED產業之趨勢

link.medium.com/xIpUO2ec2Ib

AI無疑為本週雲端大廠 (CSP) 的財報焦點，但能有助於AI伺服器供應鏈的股價嗎？/ AI is undoubtedly to take center stage in this week’s major cloud service provider (CSP) earnings, but will it help the share price of the AI server supply chain?

link.medium.com/GiwhBpKn1Ib

GB200為2024年AI伺服器研究的關注焦點，但目前此對鴻海貢獻的能見度仍有限 / GB200 to be the focus of AI server research in 2024, but limited contribution visibility to Hon Hai currently

link.medium.com/Ef8749kXWHb

最近我多次被詢問蘋果是否計劃在 2025 年或 2026 年量產可折疊 iPhone 或 iPad。我的最新調查顯示，蘋果目前唯一有明確開發時程的可折疊產品，只有配備約20.3'顯示器、並預計在2027年量產的MacBook。

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Recently, I've received many inquiries about whether Apple plans to mass-produce the

先前2024年iPhone出貨的市場共識為2.2-2.25億部，現在已經開始下修，並向我之前預測的2億部靠攏。如果Apple今年無法推出優於市場預期的生成式AI服務，Nvidia的市值將很有可能超越Apple。

The previous market consensus for 2024 iPhone shipments was 220-225 million units, and it has now started to fall, moving closer to my earlier prediction of 200 million units. If Apple can't launch better-than-expected GenAI services this year, Nvidia's market cap will very

三色變四色，黑白變彩色。

Apple停止Apple Car開發的討論熱絡，看似一件大事，但全世界沒有一檔股票因為這件事而大漲或大跌 (如果有請提醒我，謝謝)。資金是很老實的，這代表資本市場早就不在意Apple是否要開發Apple Car這件事。

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There is a lot of discussion about Apple canceling the development of the Apple Car. It