Recent #Apple news in the semiconductor industry
➀ The AI PC revolution integrates dedicated Neural Processing Units (NPUs) directly into devices, enabling on-device AI capabilities without cloud dependency, mirroring the IBM PC's transformative impact.
➁ Apple leads the AI PC market with its vertically integrated M-series chips and Neural Engine, achieving 35 TOPS performance and standardizing AI across all Macs by 2025, outpacing x86 competitors.
➂ Global AI PC shipments are projected to surge 165% in 2025, driven by corporate demand for productivity tools and consumer adoption of local AI applications, reigniting growth in the stagnant PC industry.
➀ The rumored upgrade of the next-generation MacBook Pro with an M6 chip may be a significant upgrade to the MacBook Pro family.
➁ The next-gen MacBook Pro is expected to finally adopt a touchscreen display with an OLED panel.
➂ Apple is rumored to be getting rid of the notch and replacing it with a punch-hole cutout.
➀ Apple introduces the M5 chip with significant performance improvements in AI, CPU, and GPU;
➁ The chip is built on a 3nm manufacturing process and boasts a 'world's fastest performance core';
➂ The M5 features 10 CPU cores and a next-generation GPU architecture optimized for AI and graphics.
➀ Amazon 上 Apple AirPods 4 售价 89 美元(降价 31%),这是历史最低价;
➁ AirPods 4 配备主动降噪(ANC)技术的版本也在促销,售价 118.98 美元(降价 34%);
➂ Apple AirPods Max 售价 429 美元(降价 22%),提供多种颜色选择。
➀ Apple has doubled its top bug bounty payout to $2 million, with potential to exceed $5 million with bonuses;
➁ The largest payout is for zero-click chain flaws, which are remote attacks without user interaction;
➂ Apple's increased payouts reflect the rarity and potential danger of these types of security flaws.
➀ We are expecting a bunch of deals to emerge this week, especially once Amazon's Prime Big Deal Days event gets underway on Tuesday, October 7.
➁ Deals on Apple products such as AirPods 4 and 11-inch iPad are highlighted.
➂ Discounts on various Apple devices like Beats Studio Buds, MacBook Air, MacBook Pro, Mac mini, and Apple Pencil Pro are mentioned.
➀ Amazon is offering discounts on laptops from brands like HP, Apple, and Dell during Prime Big Deal Days.
➁ A Dell 14 Plus is available for $849 on Amazon, with a 'Used - Like New' option at $762.05.
➂ Apple's 15.3-inch MacBook Air (2025) is on sale for $1,199, and the 14.2-inch MacBook Pro for $1,399.
➀ iFixIt对苹果最新的AirPods Pro 3进行了拆解,称其为“最不可维修和浪费的产品之一”;
➁ AirPods Pro 3在维修性方面得分极低,因为其设计难以拆卸和维修;
➂ iFixIt指出,AirPods系列一直存在维修性差的问题,AirPods Pro 3也不例外。
➀ iFixit conducted a teardown of the new Apple iPhone Air, exploring its lightweight and thinner design;
➂ Contrary to expectations, the device's simplified internal structure improved repairability despite its slim profile;
➂ The analysis highlights Apple's design choices balancing portability and maintenance efficiency, with reduced internal components.
➀ The first motion-controlled game using Apple AirPods' spatial audio sensors, 'RidePods - Race with Head,' enables steering via head tilts;
➁ Developer Ali Tanis reverse-engineered Apple's undocumented APIs to create the game, compatible with AirPods Pro and 3rd/4th Gen models;
➂ The game highlights Apple's hidden hardware potential, with future apps possibly leveraging similar sensor innovations.
➀ Intel is in early talks with Apple for a potential investment and collaboration, following recent funding from NVIDIA, SoftBank, and U.S. CHIPS Act equity conversion.
➁ Apple transitioned from Intel CPUs to its own Arm-based chips in 2020 but still uses Intel-related technologies like Thunderbolt and PCIe.
➂ A partnership could boost Intel's public image and align with Apple's $600B U.S. investment pledge, though negotiations remain uncertain.
➀ OpenAI partners with NVIDIA in a $100 billion deal to acquire next-gen Rubin GPUs for AI data centers, aiming to deploy 10GW computing power by 2026;
➁ Collaborates with Luxshare (Apple supplier) to develop ChatGPT-powered smart devices, signaling a hardware pivot alongside Jony Ive's design expertise;
➂ Pursues IPO to boost valuation amid concerns of an AI bubble, with $500B projected valuation despite $5B 2024 losses.
➀ A rare wooden-cased Apple-1 computer sold for $475,000 at auction, exceeding the pre-sale estimate by nearly 60%;
➁ The device, one of only nine surviving units, was owned by June Blodgett Moore and demonstrated functional capabilities in a pre-auction video;
➂ A Steve Jobs-signed check from 1976 also fetched $46,250, nearly doubling its estimated price, underscoring the high demand for Apple-related memorabilia.
➀ Apple's transition to its own in-house designed silicon is paying off with impressive Mac mini and MacBook systems;
➁ The 2024 Mac mini with an M4 chip is on sale for $499 at Amazon;
➂ The MacBook Air with an M4 chip is also available for $799 at Amazon.
➀ Apple has reportedly secured a majority of TSMC's 2nm chip production capacity to gain an early advantage;
➁ TSMC's N2 is the only 2nm-class fab available to fabless customers, with Apple getting priority treatment;
➂ The northern fab in Hsinchu Baoshan is reportedly fully dedicated to Apple's new chips, while the southern fab in Kaohsiung handles other customers.
➀ Apple's MacBook Air and MacBook Pro are currently on sale with attractive discounts;
➁ The 13-inch MacBook Air is priced at $699, down from $799;
➂ The 14-inch MacBook Pro is available for $1,299, a $300 discount;
➃ A variety of MacBook models are on sale with different configurations and price points.