Ming-Chi Kuo

Wiwynn’s 2025 Business Momentum May Exceed Expectations, with Structural Growth Expected in 2026–2027 https://t.co/ioEf6cYx99

1. 先說結論，台灣光學廠明顯受惠的只有亞光。 2. 這件事並非最近才發生。中國光學廠商因經營不善問題導致客戶轉單已經持續快一年。 3. 經營不善的中國廠商主要是Android中低階手機鏡頭與模組廠，以及車用鏡頭廠。 4. 在手機訂單部分，台灣鏡頭廠 (大立光、玉晶光、新鉅科、揚明光等) 本來就沒有接Android中低階手機鏡頭訂單，所以沒有受惠於轉單。受惠轉單者主要是財務穩健的中國手機鏡頭與模組廠商，如舜宇、瑞聲、丘鈦等。值得注意的是，即便有中國廠商退出，但Android手機中低階鏡頭與模組仍是產能大於需求。 5. 在車用訂單部分，亞光受惠於中國廠商轉單已經有一段時間，從過往月營收也可看出。後續訂單能否繼續成長，還是要看車市復甦狀況。 新聞來源： https://t.co/BJ84IxGdkV

Nvidia GB300/B300 DrMOS測試更新：AOS遭遇嚴重過熱問題、MPS訂單趨勢可能不如市場想像的那麼糟 https://t.co/KADoLXwdiH

Nvidia GB300/B300 DrMOS Testing Update: Severe Thermal Issues with AOS, MPS Order Trends May be Better-than-Feared https://t.co/hYpseffceZ

Himax to be a Potential WLO Supplier for TSMC and Nvidia, Poising to Benefit from AI Chips and Advanced Packaging Leveraging Silicon Photonics Technology https://t.co/cOYxIOQcCb

Himax為Nvidia與台積電的潛在WLO供應商，可望受惠於AI晶片與先進製程封裝採用矽光子技術 https://t.co/5BcGktYDUh

感謝指正我錯誤的人，我原文將InfiniBand錯寫成NVLink，現已更正，對造成困擾的人說聲抱歉 https://t.co/bKxelNEC5D

I'd like to appreciate people who pointed out my mistake. In my original post, I incorrectly wrote InfiniBand as NVLink. I've now fixed it. I'm sorry for any confusion this might have caused. https://t.co/s8VnIIuWSd

中國政府對Nvidia反壟斷調查之重點分析 https://t.co/XjN5lcanLe

Key Analysis of China’s Antitrust Investigation into Nvidia https://t.co/RJJUfVWc8N

比亞迪電子與天馬微電子為Apple智慧家庭關鍵供應商 https://t.co/VfqoMZ86cL

BYD Electronic and Tianma Microelectronics as Key Suppliers for Apple’s Smart Home Products https://t.co/AxvZc0QlN5

Vishay: The Hidden Key Winner in Nvidia’s AI Servers and RTX 50 Series Supply Chain; Vishay 3.0 Strategy Shows Promise and Drives Robust Growth From 2025 Onward https://t.co/qBp6VmqgYg

Vishay為Nvidia AI伺服器與RTX 50系列的鮮為人知之關鍵贏家；Vishay 3.0自2025年浮現成效，為強勁成長驅動來源 https://t.co/ht4urcX4dZ

Apple將首度進軍智慧家居IP camera市場，預計2026年量產，目標為年出貨量達千萬級別

Apple is making its first foray into the smart home IP camera market, with mass production scheduled for 2026, targeting annual shipments in the tens of millions.

舜宇光學可望顯著受益於未來兩年Apple光學訂單成長與規格升級 https://t.co/lPsVisN8Of

Sunny Optical to Benefit Significantly from Apple’s Optical Order Growth and Spec Upgrades Over Next Two Years https://t.co/IYnsRRECvQ

According to recent reports, Kindle Colorsoft displays are showing yellow discoloration bands along their bottom and sides - an issue traced to Amazon's use of a different OCA than that used in grayscale e-paper displays. This change was implemented to enhance the limited contrast capabilities of E Ink's Kaleido color e-paper technology. While component suppliers have developed several hardware solutions, Amazon seems to be leaning toward a software-based fix. https://t.co/rdgVGdZqNO

近期報導中提到的，Kindle Colorsoft螢幕出現底部/側邊偏黃的現象，是Amazon為改善先天對比度較低的元太Kaleido彩色電子紙，採用與黑白電子紙不同OCA所造成。相關零組件廠商已準備好數個改善方案 (硬體)，但Amazon目前較傾向用軟體改善此問題。 https://t.co/P33QwH4g2q

Qualcomm/$QCOM surged about 8% in pre-market trading due to better-than-expected F4Q24 results and F1Q25 guidance. This aligns with my previous prediction: Strong Snapdragon 8 Gen 4 shipments to significantly boost Qualcomm's 4Q24/F1Q25 business momentum https://t.co/orhlKS2GCH I also previously highlighted that the probability of ARM canceling Qualcomm's license is extremely low. https://t.co/DSgxMhn8GP Qualcomm's outperformance in 2H24 was primarily driven by Chinese market demand. The focus will shift to Samsung flagship models in 1Q25, with on-device AI/Gemini upgrades expected to increase market attention.

Qualcomm/$QCOM因F4Q24業績與F1Q25展望優於預期故盤前大漲約8%。這符合我之前的預測： Snapdragon 8 Gen 4強勁出貨將顯著推升Qualcomm 4Q24/F1Q25營運動能 https://t.co/ozwNhVtKjI 我也提醒ARM取消Qualcomm授權的機率極低 https://t.co/1cBRhddyZH Qualcomm在2H24擊敗預期的主因是中國市場需求，到了1Q25的焦點將轉移到Samsung旗艦機型，預期裝置AI/Gemini升級可以提高市場關注度。

Inside Intel’s Lunar Lake: A Promise That Became a Problem https://t.co/2OaZluXgZm

獨家深入分析Intel Lunar Lake失敗的前因後果 https://t.co/8yMqq5GbKj

@Romandddick 目前的趨勢是，比較像是Apple Intelligence難出現一個/少數幾個殺手應用來推升硬件，而是服務內容/項目夠多，量變產生質變

As I understand it, production of the cheaper Vision Pro has been delayed beyond 2027 for a while now. This means Apple's only new head-mounted display device in 2025 will be the Vision Pro with an upgraded M5 processor. I think what really drove Apple to delay the cheaper Vision Pro is that simply reducing the price wouldn't help create successful use cases. It's similar to the HomePod situation—even after launching the cheaper HomePod mini, Apple's smart speakers failed to become mainstream products.

就我所知，低價版Vision Pro的量產時間被遞延到2027年之後已有一段時間，亦即2025年Apple的新款頭戴顯示裝置僅會有處理器升級到M5的Visoon Pro。 我認為Apple延後低價版Vision Pro的主因，關鍵在於僅降低售價亦無助於創造成功用戶情境，就像HomePod銷售不如預期後，即便推出低價版HomePod mini也無法讓Apple智慧音箱成為主流產品。

Apple F4Q24 earnings highlight analysis: F4Q24 slightly outperformance driven by production improvements rather than demand; F1Q25 guidance below consensus suggesting patience needed for Apple Intelligence https://t.co/3k8ayBfGL8

Apple F4Q24財報重點分析：F4Q24略優於預期主因為生產改善而非需求面；F1Q25財測低於共識故對Apple Intelligence需有更多耐心 https://t.co/3dyJqO7eKy

Some predictions about Super Micro (from a geopolitical perspective) https://t.co/15zU7F80qO