cover of episode A Big Week Begins for Apple - MOSK: 10.28.2024

A Big Week Begins for Apple - MOSK: 10.28.2024

2024/10/28
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9to5Mac
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Greg Joswiak
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IDC
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MacRumors
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The Verge
探索新成立的政府效率部门(DOGE)及其对美国政府运作的潜在影响,特别是通过人工智能的应用。
华尔街日报
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Greg Joswiak:本周苹果将发布一系列令人兴奋的新产品。 Michael S. Krill:本周苹果可能发布新款Mac mini、更新款iMac和MacBook Pro,新款MacBook Air则要等到明年初。此外,iOS 18.1也将在本周发布,带来新的健康功能和人工智能体验。 Daniel Ives:iOS 18.1的发布标志着苹果人工智能革命的开始,并将推动iPhone 16的超级周期,尤其是在中国市场。他预测苹果将在2025财年创下iPhone销量新高,并成为首家市值突破4万亿美元的公司。 IDC:尽管面临来自国内外厂商的竞争,iPhone 16系列在中国市场的推出使苹果重返前五大智能手机品牌行列,但市场份额有所下降。 华尔街日报:印度尼西亚禁止销售iPhone 16,原因是苹果未满足当地的投资要求。 The Verge:苹果赢得针对Masimo公司设计的专利诉讼,但赔偿金额仅为250美元。 9to5Mac:Safari浏览器将在今年晚些时候支持空间静态图像和视频。 MacRumors:iOS 18.2将在Apple News+中添加每日数独游戏。 Michael S. Krill: 本周苹果的新闻有很多,包括即将发布的新款Mac电脑,以及对许多用户来说影响更大的iOS 18.1更新。iOS 18.1将为iPhone带来听力健康功能,并首次展示苹果的AI功能。Wedbush分析师Daniel Ives认为,这是消费者AI革命的开始,并将开启iPhone 16的超级周期。他指出苹果庞大的用户基础、强大的服务业务以及消费者AI对苹果生态系统的渗透,都将推动iPhone销量增长。他预计,在未来几年,全球超过20%的人口将通过苹果设备与AI互动,苹果在2025财年的iPhone销量将达到历史最高水平。尽管如此,他承认并非所有需要升级的iPhone用户都会在今年升级。关于中国市场,尽管苹果的AI功能缺乏中文支持,并且在中国没有LLM合作伙伴,但他认为这些问题很快就会得到解决,并预计苹果将在未来几个月内在中国找到AI合作伙伴。 此外,苹果将于本周四公布其2024财年第四季度财报,预计iPhone表现强劲。IDC的数据显示,尽管竞争激烈,iPhone 16系列的推出使苹果重返中国智能手机市场前五名,但其市场份额有所下降。印度尼西亚则禁止销售iPhone 16,原因是苹果未满足当地的投资要求。在专利诉讼方面,苹果赢得针对Masimo公司的诉讼,但赔偿金额仅为250美元。最后,Safari浏览器将在今年晚些时候支持空间静态图像和视频,iOS 18.2将在Apple News+中添加每日数独游戏。

Deep Dive

Chapters
AppleInsider predicts a week of press releases, coinciding with Wedbush's claim of an iPhone 16 super cycle starting with the iOS 18.1 release. Apple's Q4FY24 earnings call is set for October 31st, and analyst Daniel Ives predicts strong iPhone performance and bullish December projections.
  • Apple is expected to release new Macs with M4 processors.
  • iOS 18.1, launching this week, will include hearing health features and initial Apple Intelligence features.
  • Analyst Daniel Ives predicts a super cycle for Apple, starting with the iPhone 16.
  • Apple's Q4FY24 earnings call is scheduled for October 31st.

Shownotes Transcript

  • AppleInsider Expects Week of Press Releases for Week of Announcements - Wedbush: iPhone 16 SuperCycle Starts Today with iOS 18.1 Release - Apple Q4FY24 Earning Set for Thursday 31 October - IDC: Apple Back Among Top-Five Smartphone Brands in China - Sales of iPhone 16 Line Banned in Indonesia - Apple Wins Design Patent Case Against Masimo (Kind of) - Safari to Support Spatial Stills and Video Late This Year - iOS 18.2 Adding Daily Sudoku to Apple News+ - Sponsored by Incogni: Take back your personal data! Use code MACOSKEN at incogni.com/macosken to get 60% off an annual plan! - The ODNI sees trouble from foreign countries around this year's U.S. election. Hear more on Check No. 397 by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!