Friday, November 8, 2024

Kuo: Apple plans to upgrade the wide-angle lens in the high-end iPhone 18 in 2026 to a variable aperture camera (Ming-Chi Kuo)

Ming-Chi Kuo:
Kuo: Apple plans to upgrade the wide-angle lens in the high-end iPhone 18 in 2026 to a variable aperture camera  —  Key Growth Drivers for Sunny Optical's Apple Orders in 2025-2026:  —  1. Lens Supply Allocation to Rebound Significantly from ~5% in 2024 to 15-20% in 2025



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SpaceX's S-1 excerpts list "manufacturing our own GPUs" among the "substantial capital expenditures" it is undertaking, with the size of the expenditure TBD (Reuters)

Reuters : SpaceX's S-1 excerpts list “manufacturing our own GPUs” among the “substantial capital expenditures” it is undertaking, wit...