郭明錤 (Ming-Chi Kuo)Samsung Galaxy S24 的裝置端AI關注度已經降溫了嗎?這對裝置端AI趨勢的意涵為何?/ Has the AI-driven hype for Samsung’s Galaxy S24…Samsung在半年前推出的Galaxy S24因AI服務新賣點故初期需求優於預期,但現在熱度是否依然如初?6d ago6d ago
郭明錤 (Ming-Chi Kuo)潛在影響GB200 NVL36/72出貨的短期因素分析 / Analysis of short-term factors potentially affecting GB200 NVL36/72…AI伺服器未來數年的成長趨勢仍正向,這邊僅提出潛在影響GB200 NVL36/72出貨的短期因素以供思考。當相關股票已大部分反映GB200 NVL36/72對供應鏈貢獻之樂觀預期並大漲之際,至少短期的投資決策就需要考慮更多層面而非僅依靠供應鏈調查。Aug 1Aug 1
郭明錤 (Ming-Chi Kuo)關於2H25新款iPhone 17產品組合與超薄iPhone 17的預測與分析 / Predictions and analysis of the 2H25 new iPhone 17…Apple將移除iPhone 17 PlusJul 24Jul 24
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…Jul 18Jul 18
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。Jul 18Jul 18
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Jul 171Jul 171
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