郭明錤 (Ming-Chi Kuo) – Medium

郭明錤 (Ming-Chi Kuo)

郭明錤 (Ming-Chi Kuo)

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…

Nvidia下一代AI晶片R系列/R100 AI晶片將在4Q25量產，系統/機櫃方案預計將在1H26量產。

1 min read1 day ago

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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…

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郭明錤 (Ming-Chi Kuo)

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 / Better-than-expected Kobo’s color e-reader…

Kobo為全球第二大電子書閱讀器品牌，為挑戰領先者Amazon，故對推廣彩色電子書閱讀器更為積極

4 min read3 days ago

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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 / Better-than-expected Kobo’s color e-reader…

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郭明錤 (Ming-Chi Kuo)

Apple cuts 2024 & 2025 Vision Pro shipment forecasts, unfavorable to MR headset, Pancake, and Micro…

My latest survey is as follows:

2 min readApr 23, 2024

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Apple cuts 2024 & 2025 Vision Pro shipment forecasts, unfavorable to MR headset, Pancake, and Micro…

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郭明錤 (Ming-Chi Kuo)

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…

雲端大廠的財報內容中，最直接影響AI伺服器供應鏈股價的是資本支出與AI業務對營收與利潤的貢獻。

1 min readApr 23, 2024

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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…

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郭明錤 (Ming-Chi Kuo)

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…

若越多客戶採用Grace架構，對Nvidia在AI領域的競爭優勢越有利。然而，GH200的出貨低於預期，全球主要客戶僅Amazon採用。故Nvidia對GB200寄與厚望，並刻意擴大GB200與B100/200的規格差距…

2 min readMar 14, 2024

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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…

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郭明錤 (Ming-Chi Kuo)

元太可望顯著受惠於Amazon採用彩色電子紙與Walmart採用四色ESL / E Ink expected to benefit significantly from Amazon’s…

我的最新調查顯示電子書閱讀器與ESL市場可望將迎來結構性改變。

2 min readMar 1, 2024

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元太可望顯著受惠於Amazon採用彩色電子紙與Walmart採用四色ESL / E Ink expected to benefit significantly from Amazon’s…

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郭明錤 (Ming-Chi Kuo)

Vision Pro更新：美國市場需求已大幅放緩、全球發佈時程預測、供應鏈擴產與退貨率解讀、新機種預測、投資策略 / Vision Pro Update: US Market Demand…

美國市場需求已大幅放緩：

3 min readFeb 28, 2024

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Vision Pro更新：美國市場需求已大幅放緩、全球發佈時程預測、供應鏈擴產與退貨率解讀、新機種預測、投資策略 / Vision Pro Update: US Market Demand…

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郭明錤 (Ming-Chi Kuo)

手機產業自1月至中國農曆年結束 (2月中旬) 的重點更新 / Key updates in the mobile industry from January to the end of the…

中國市場的Android手機出貨穩定YoY成長，主因在於1Q23出貨基期低，以及3,000–4,000人民幣以上的機型需求穩定恢復中。

2 min readFeb 16, 2024

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手機產業自1月至中國農曆年結束 (2月中旬) 的重點更新 / Key updates in the mobile industry from January to the end of the…

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郭明錤 (Ming-Chi Kuo)

2024 iPhone shipments likely to decline significantly by about 15% YoY due to structural challenges…

My latest supply chain survey indicates that Apple has lowered its 2024 iPhone shipments of key upstream semiconductor components to about…

2 min readJan 30, 2024

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2024 iPhone shipments likely to decline significantly by about 15% YoY due to structural challenges…

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郭明錤 (Ming-Chi Kuo)

Vision Pro首週末預購檢視：符合預期但隱憂浮現 / Vision Pro’s first-weekend pre-order review: expectations in line…

結論：

2 min readJan 22, 2024

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Vision Pro首週末預購檢視：符合預期但隱憂浮現 / Vision Pro’s first-weekend pre-order review: expectations in line…

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郭明錤 (Ming-Chi Kuo)

郭明錤 (Ming-Chi Kuo)

天風國際證券分析師，分享科技產業趨勢觀察與預測。An analyst at TF International Securities. Sharing observations and predictions of tech industry trends.

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