Fine M-Tec為折疊iPhone採用SDC顯示器無摺痕設計方案的領先受益者SDC的無摺痕顯示器設計方案勝出，Fine M-Tec領先受益。我最新的產業調查指出，Apple為確保能在2H26量產折疊iPhone，故將採用SDC (Samsung Display)…4d ago4d ago
Fine M-Tec: Leading Beneficiary of SDC’s Crease-Free Display Solution for Foldable iPhoneSDC’s crease-free display solution for foldable iPhone: Fine M-Tec the leading winner. My latest industry survey indicates that Apple is…4d ago4d ago
Apple Vision Series and Smart Glasses Roadmap (2025–2028): Smart Glasses Set to Drive the Next Wave…Research Update and Key Findings:Jun 29A response icon1Jun 29A response icon1
2H25–2H27 New iPhone Model Launch Predictions; Budget Models in 1H, Premium Models in 2H as…2H25: iPhone 17 Pro Max, iPhone 17 Pro, iPhone 17 Slim, iPhone 17May 5May 5
2H25–2H27 新款iPhone機型發布預測；上半年發布低階款，下半年發布高階款將成為常態2H25： iPhone 17 Pro Max、iPhone 17 Pro、iPhone 17 Slim、iPhone 17May 5May 5
至少三款2H25 新款iPhone 17機型將配備12GB DRAM；Micron與SK Hynix為Apple DRAM升級策略較預期積極的主要受惠者以下是最新的產業調查：Apr 24A response icon1Apr 24A response icon1
At Least Three 2H25 New iPhone 17 Models to Feature 12GB DRAM; Micron and SK Hynix Stand to Benefit…Based on my latest industry surveys:Apr 24A response icon1Apr 24A response icon1
Updates on Tariff Uncertainties for iPhones Exported from China to the U.S.1. Key Takeaway: iPhone production plans (e.g., shipment forecasts, India’s export plans) remain largely unchanged despite CBP’s April 11…Apr 13A response icon2Apr 13A response icon2
中國生產iPhone出口到美國所面臨的關稅不確定性更新1. 先說結論。在CBP於4月11日發布CSMS #64724565更新後，iPhone的生產規劃 (如出貨預估、印度出口規劃等)沒有太大改變。Apr 13Apr 13
