郭明錤 (Ming-Chi Kuo)Although there have been rumors of increased orders for iPhone 16 orders from time to time after…Although there have been rumors of increased orders for iPhone 16 orders from time to time after WWDC, recent earnings calls from two key…4d ago4d ago
郭明錤 (Ming-Chi Kuo)雖然WWDC後,不時有iPhone 16訂單增加的訊息,但近期連續兩個Apple的關鍵供應商 (台積電與大立光) 的法說,都暗示了iPhone 16可能沒有增加訂單雖然WWDC後,不時有iPhone 16訂單增加的訊息,但近期連續兩個Apple的關鍵供應商 (台積電與大立光) 的法說,都暗示了iPhone 16可能沒有增加訂單。4d ago4d ago
郭明錤 (Ming-Chi Kuo)舜宇光學2025年營運動能可望顯著受益於成為Apple新相機模組供應商與iPhone訂單回流 / Sunny Optical’s 2025 business momentum to benefit…成為Apple新相機模組 (CCM) 供應商:營收翻倍已成為可實現的長期營運目標5d ago15d ago1
郭明錤 (Ming-Chi Kuo)水晶光電為iPhone四重反射稜鏡升級藍圖的領先受益者 / Crystal-Optech as a leading beneficiary in iPhone tetraprism upgrade…Apple自iPhone 15 Pro Max開始採用四重反射稜鏡 (潛望鏡)…Jul 11Jul 11
郭明錤 (Ming-Chi Kuo)如果媒體正確引述大立光CEO的發言,這可能是關於該公司今明年展望的最關鍵訊息 / If the media correctly quoted Largan’s CEO’s statements…新聞來源: 大立光下周四法說 三點聚焦 https://udn.com/news/story/7253/8072107Jul 7Jul 7
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)。Jun 30Jun 30
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