apple

According to TrendForce, Apple's first foldable phone, iPhone Duo, has been available for pre-order for less than a week, and some orders on the official website have already been delayed until January 2027. TrendForce estimates that global shipments of foldable phones will see a slight increase of 0.5% in 2026, with Apple’s first foldable iPhone expected to ship around 5 million units, capturing approximately 24.8% market share in its first year, and Apple's entry will accelerate the redistribution of brand market share.Initial user feedback shows that the split-screen operation and screen experience after unfolding have been positively received, while the black edges of apps, button configuration, and fingerprint unlocking have increased adaptation costs. Reports of screen damage and high repair quotes have shifted the focus to reliability and ownership costs. TrendForce states that the visibility of creases on the iPhone Duo is relatively low, which is related to multi-layer material stress control and nano-texture optical optimization; the droplet-shaped hinge bears dynamic control, and insufficient retreat of the central support can lead to additional contact and stress concentration.Apple has provided replacements for a small number of devices with abnormal inner screens, and subsequent engineering improvements are expected to focus on hinge travel, support height, fitting precision, and assembly tolerances. On the software side, some apps still have black edges and insufficient space utilization, and the large screen has also increased energy consumption management requirements. TrendForce believes that Apple's advantage lies in the integration of chips, systems, and developer ecosystems, with competition shifting from design innovation to multi-tasking efficiency.

Apple (AAPL.O) has released a new MacBook Pro equipped with a touchscreen.

According to First Financial News, the Korea Communications Commission (KMCC) has determined that Google and Apple violated the Telecommunications Business Act by enforcing in-app payments, and has decided to impose a total fine of 63.7 billion Korean Won on the two companies. Among them, Google was fined 42.9 billion Korean Won, and Apple was fined 20.81 billion Korean Won.The regulatory agency also issued a corrective order, requiring both companies to modify their relevant business procedures. This penalty comes about three years after South Korea first announced its sanction plans in 2023.

On October 27, WEEX Exchange announced that the WEEX "U.S. Stock Earnings Prophet" event is ongoing, with a countdown of 10 days. Two new companies, Apple (AAPL) and Advanced Micro Devices (AMD), have been added to the financial predictions, along with SanDisk (SNDK), Google (GOOGL), and Intel (INTC), making a total of 5 companies available for participation. The prize pools are 1,000 USDT, 1,000 USDT, 2,000 USDT, 1,000 USDT, and 1,000 USDT, with each prediction prize pool being independent.Users can earn points through contract trading, inviting friends, and other tasks. New users receive points upon registration. By using points to choose "Bullish" or "Bearish," they can participate in predicting the market's rise or fall after the release of U.S. stock earnings. Regardless of the prediction outcome—win, lose, or draw—participants can share in the USDT prize pool. Additionally, participating in predictions can accumulate points, and the top 20 users in points ranking can receive VIP5 to VIP7 benefits for 30 days.

Apple announced the launch of the new 14-inch MacBook Pro equipped with M6 on October 27 in Cupertino, aimed at students, business users, and creators. The M6 features a 12-core CPU, a 12-core GPU with Neural Accelerators per core, and a dual 16-core Neural Engine, along with faster unified memory. The standard unified memory is 16GB, upgradeable to 32GB, with a memory bandwidth of up to 170GB/s.Apple stated that compared to M5, graphics performance is improved by about 30%, and edge AI workloads are enhanced by about 25%; compared to M1, graphics performance is up to 11 times better, and AI performance is up to 13 times better. Battery life is up to 24 hours, and with a higher power USB-C power adapter (such as 96W), it can charge to 50% in about 30 minutes. The new model supports Wi-Fi 7 and Bluetooth 6, can connect to up to two external displays, and includes ports such as HDMI, MagSafe 3, three Thunderbolt 4 ports, an SDXC card slot, and a headphone jack.The display is a Liquid Retina XDR, with a peak HDR brightness of up to 1600 nits, a contrast ratio of 1,000,000:1, and optional nano-texture glass, with a casing made of 100% recycled aluminum. The new model comes pre-installed with macOS 27 (Golden Gate) and supports Siri AI and Apple Intelligence. In the United States, it starts at $1999, with educational discounts starting at $1899; pre-orders will be open from October 28 in 35 countries and regions, including the United States, with availability and sales starting on November 6. Vice President of Hardware Engineering Shelly Goldberg stated: M6 enhances CPU, graphics, and edge AI performance.

Renowned technology journalist Mark Gurman stated that Apple is betting that consumers are willing to pay a higher price for a MacBook Pro equipped with a touchscreen.

Apple (AAPL.O) Creator Studio adds powerful artificial intelligence features.

According to a report by the Science and Technology Innovation Board Daily, Apple is testing its first large-screen foldable iPad, with a maximum screen size of about 20 inches, expected to be 18 to 20 inches when fully unfolded, and more portable when folded. It is positioned between a tablet and a laptop, with a launch expected in 2028. The design concept references the Huawei MateBook Fold, which has already been launched in China.This news aligns with analyst Ming-Chi Kuo's previous judgment that Apple plans to launch its first large-screen foldable iPad in 2028, with a focus on minimizing creases. Bloomberg reporter Mark Gurman previously described it as an ultra-large screen similar to two iPad Pros joined side by side, aimed at multitasking and productivity scenarios. It is expected to use ultra-thin glass, and Kuo believes Corning may be the exclusive supplier of the glass. GIS Group is reportedly responsible for cutting, edge finishing, quality inspection, and packaging, and both companies are also involved in other Apple foldable projects, including the foldable iPhone Duo.The report notes that the latest version of the Huawei MateBook Fold was released in August 2026, with an 18-inch unfolded size and a thickness of 7.3 millimeters when fully unfolded. It was launched in China with a starting price of 24,999 yuan. Industry insiders expect Apple's pricing for this device to be relatively high, primarily due to the manufacturing difficulties of large-size flexible screens. Previous industry forecasts estimated first-year shipments to be around 500,000 to 1 million units. This project has not yet been officially confirmed by Apple.

Apple Inc. stated that the Siri artificial intelligence feature is currently unavailable in the European Union and is working with the EU to promote subsequent solutions.

Apple Inc. announced that the Siri artificial intelligence service is expanding to more users worldwide and will support French, Japanese, Korean, Portuguese, and Spanish.

The smartphone teardown organization iFixit released a teardown report for Apple's foldable phone iPhone Duo, indicating that screen failures may be related to the hinge. According to Caixin, this model has received a large amount of negative feedback after its launch, with some consumers reporting cracks in the inner screen after just a few days or even hours of use. iFixit stated that many users reported failures that seem to be concentrated near the lower middle part of the right half of the screen.iFixit constructed a 3D model of the hinge by scanning, teardown videos, and studying Apple's patents. One possibility is that the central support rod fails to retract properly when the phone is closed, applying excessive pressure on the screen; another possibility is that the curved guide rail that directs the hinge movement is higher than the surrounding components during the folding process, and if it does not move as expected, it may interfere with the screen. iFixit has not determined the final cause of the failure, but the failure area bears similarities to the internal geometry of the hinge.The report states that the hinge consists of gears, springs, and interconnected metal joints, featuring a teardrop design, and Apple also uses a curved guide rail to control joint movement. iFixit gave the iPhone Duo a repairability score of 5 out of 10, stating that it may be the easiest foldable screen phone to repair. Due to the use of clips instead of relying entirely on adhesives, the frame around the inner screen is removable without damage, and the outer screen is also relatively easy to detach.

According to a report by the Economic Daily, Apple's first foldable device, the iPhone Duo, quickly sold out after its launch on October 23 on the official website and major channels, with all models sold out on the same day. The second wave of shipments is expected to arrive on January 22, 2027. Supply chain sources indicate that Apple has requested its partners to expedite production and increase orders by 30%, with optimism surrounding Hon Hai, TSMC, and New Kinpo Group benefiting from this.The report states that scalper prices once reached NT$100,000, a premium of about 33% over the minimum entry price of NT$74,900. Industry insiders noted that the initial stock was insufficient, affected by assembly yield rates and demand exceeding Apple's expectations. Market research firms originally anticipated a stock volume of only 6 million units this year, which was later revised up to 8 million to 10 million units, with shipments expected to reach 33 million units by 2027, and it is estimated that it could capture about 40% of the global foldable device market next year.Supply chain sources indicate that the complete assembly is exclusively handled by Hon Hai, the core processor chips are manufactured by TSMC, and key bearing components are supplied by a joint venture between Hon Hai and New Kinpo Group, with Amphenol as the second supplier. The industry believes that insufficient production capacity is mainly limited by bearing capacity and the difficulty of complete assembly. The above content is a summary of supply chain and market research estimates and is not an official announcement from Apple.

Market research firm Counterpoint Research data shows that in the third quarter of 2026, major personal computer manufacturers experienced double-digit declines in sales, with HP down 31%, Dell down 25%, Lenovo down 23%, and Apple down 11%. The firm expects that personal computer shipments will decline by another 27% in the fourth quarter, with business demand being better than consumer demand, but not enough to offset the overall contraction.In terms of shipments, Lenovo shipped 15 million units, with a market share of 26.3%; HP shipped 10.3 million units; Dell shipped 7.6 million units; Apple shipped 5.6 million units, with a share of 9.8%, up from 8.7% in the same period last year, as the MacBook Neo alleviated the decline. ASUS saw a shipment decline of 7%.Counterpoint analyst Minsoo Kang stated that rising memory and component costs are pushing up system prices, causing consumers to delay upgrades. David Naranjo mentioned that the industry is undergoing structural adjustments, with component costs, system prices, and longer upgrade cycles reshaping the market. The report also stated that the increase in DRAM and NAND prices may slow down in the first half of 2027, and Micron indicated that the chip shortage may last until 2028.

According to Engadget, the UK's Competition and Markets Authority (CMA) has issued a proposal requiring Apple to open access to NFC contactless payment on the iPhone and significantly reduce related fees. The CMA stated that Apple's fees and rules hinder the innovation and development of fintech companies in the UK. Currently, 39% of payments in the UK are made via contactless methods, with Apple Wallet being the most used.Unlike the European Union, no company in the UK has launched a competing wallet product against Apple so far. The CMA proposed that Apple open Wallet access to international mainstream contactless standards, with the CMA setting the fee principles without directly pricing them. Apple has expressed opposition, stating that it should not be required to adopt solutions with weaker privacy and security protections. The consultation will close on November 17.

Apple announced that it will hold a new product launch event in Los Angeles on October 28 at 1 PM Eastern Time.According to technology journalist Gurman, Apple is expected to launch its first touchscreen MacBook Pro, a new Mac equipped with the M6 chip, and an iPad mini with an OLED screen.

Apple Inc. announced the expansion of App Store review rules to include the regulation of AI-generated non-consensual intimate images. The platform had previously banned pornographic content, and the new rules require developers to proactively prevent and remove AI-generated deepfake content. If effective action is not taken, applications containing such violations will be forcibly removed from the store.The updated Clause 1.2 specifically mentions applications that create AI content and names controversial products such as Grok. Previously, users complained that Grok, a product of xAI, was used to create nude and sexually suggestive deepfake images. Earlier this year, Apple warned xAI that if such content continued to spread, Grok would be removed from the App Store; subsequently, xAI implemented safety measures, and the updated version was approved.The newly added Clause 2.5.19 targets so-called "bait-and-switch" tactics, stating that if developers hide new features or modules outside of the submitted review version, especially harmful features like "de-clothing" that are activated only after approval, they may be removed from both the App Store and the Apple Developer Program. Updates to Section 5 will also extend the ban on applications promoting human trafficking or child exploitation to alternative application distribution channels. Apple stated that when developers violate these guidelines, the related applications will be removed, and the developer's eligibility will be terminated.

Fast Technology reported on October 19 that after the pre-sale of Apple's first foldable phone, iPhone Duo, the initial premium market quickly cooled down, and mobile phone merchants who stocked up in advance faced order price reductions. Zhengzhou mobile phone dealer Xu Shan locked in 50 units of the first batch in advance, with a total payment of 999,950 yuan, having paid a deposit of 25,000 yuan to upstream suppliers. The original plan was to resell to peers, earning 2,000 yuan per unit as initially agreed, totaling a profit of 100,000 yuan for 50 units.The intended buyer lowered the purchase price twice overnight. The price of 3,500 yuan quoted on the morning of October 17 was already below Xu Shan's original cost price plus 4,000 yuan; according to the latest quote, selling all of this batch would result in a direct loss of 25,000 yuan. Xu Shan has suspended receiving goods, will not pay the remaining balance, and has split the order to inquire about prices from multiple old customers, looking for new buyers in batches.The resale premium for ordinary purchasing users has also shrunk, with some consumers originally planning to sell at a 6,000 yuan markup, but second-hand buyers only offered a maximum of 3,000 yuan markup. Apple opened the pre-sale for iPhone Duo at 8 PM on October 16, and the in-store inventory for the launch day was sold out, with some online order delivery times postponed to late January next year. Reports quote industry insiders stating that the production ramp-up speed for the new foldable phone exceeded expectations, significantly shortening the market premium window.

According to MacRumors, Apple may intensively release new products over four consecutive Fridays. Citing Bloomberg reporter Mark Gurman, the MacBook Pro with an OLED screen, the 14-inch MacBook Pro equipped with the M6 chip, the iMac, and the iPad mini 8 featuring an OLED screen are expected to be released on November 6, with related devices possibly announced on October 27 or 28.The four release dates are: October 23 for iPhone Duo, October 30 for HomePod mini 2, November 6 for the aforementioned Mac and iPad mini, and November 13 for HomeView smart home hub and the fourth generation Apple TV 4K.

Tech journalist Mark Gurman stated that Apple is launching the iPhone Duo ahead of schedule due to supply shortages, in order to get it to market sooner.It is expected that sufficient supply will not be available until at least November. Apple has not disclosed whether there will be stock available on the first day of sales in physical stores.

According to Gate market data, U.S. stocks opened with the Dow Jones up 0.35%, the S&P 500 index up 0.1%, and the Nasdaq down 0.23%. Tesla rose 1.6%, and the "flying" Roadster was officially unveiled. Apple rose 1%, and the iPhone Duo sold out immediately after pre-sales began. The storage sector opened lower on all five days this week, with SK Hynix down 3.8% and SanDisk down 3.4%.