郭明錤 (Ming-Chi Kuo) @mingchikuo
天風國際證券分析師，分享科技產業趨勢觀察與預測。TF International Securities analyst. Sharing observations and predictions of tech industry trends. tfisec.com Taiwan Joined March 2011-
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Apple cuts 2024 & 2025 Vision Pro shipment forecasts, unfavorable to MR headset, Pancake, and Micro OLED trends / Apple下修2024 & 2025年Vision Pro出貨預測，不利MR頭戴裝置、Pancake與Micro OLED產業之趨勢 link.medium.com/xIpUO2ec2Ib
AI無疑為本週雲端大廠 (CSP) 的財報焦點，但能有助於AI伺服器供應鏈的股價嗎？/ AI is undoubtedly to take center stage in this week’s major cloud service provider (CSP) earnings, but will it help the share price of the AI server supply chain? link.medium.com/GiwhBpKn1Ib
GB200為2024年AI伺服器研究的關注焦點，但目前此對鴻海貢獻的能見度仍有限 / GB200 to be the focus of AI server research in 2024, but limited contribution visibility to Hon Hai currently link.medium.com/Ef8749kXWHb
最近我多次被詢問蘋果是否計劃在 2025 年或 2026 年量產可折疊 iPhone 或 iPad。我的最新調查顯示，蘋果目前唯一有明確開發時程的可折疊產品，只有配備約20.3"顯示器、並預計在2027年量產的MacBook。 -- Recently, I've received many inquiries about whether Apple plans to mass-produce the…
先前2024年iPhone出貨的市場共識為2.2-2.25億部，現在已經開始下修，並向我之前預測的2億部靠攏。如果Apple今年無法推出優於市場預期的生成式AI服務，Nvidia的市值將很有可能超越Apple。
先前2024年iPhone出貨的市場共識為2.2-2.25億部，現在已經開始下修，並向我之前預測的2億部靠攏。如果Apple今年無法推出優於市場預期的生成式AI服務，Nvidia的市值將很有可能超越Apple。 https://t.co/C9dNmm3yDC
The previous market consensus for 2024 iPhone shipments was 220-225 million units, and it has now started to fall, moving closer to my earlier prediction of 200 million units. If Apple can't launch better-than-expected GenAI services this year, Nvidia's market cap will very…
The previous market consensus for 2024 iPhone shipments was 220-225 million units, and it has now started to fall, moving closer to my earlier prediction of 200 million units. If Apple can't launch better-than-expected GenAI services this year, Nvidia's market cap will very… https://t.co/lngF9oIkuB
三色變四色，黑白變彩色。
Apple停止Apple Car開發的討論熱絡，看似一件大事，但全世界沒有一檔股票因為這件事而大漲或大跌 (如果有請提醒我，謝謝)。資金是很老實的，這代表資本市場早就不在意Apple是否要開發Apple Car這件事。 -- There is a lot of discussion about Apple canceling the development of the Apple Car. It…
Apple Micro LED更新： 1. 我最新的調查指出Apple已經取消了Micro LED Apple Watch的開發計畫，原因在於Apple認為Micro LED並不能顯著提升產品附加價值，加上生產成本過高，不具投資效益。 2. Apple已經遣散了Micro LED開發團隊中大部分的人，目前所有Micro…
Apple Micro LED update: 1. My latest survey indicates that Apple has canceled the Micro LED Apple Watch projects because Apple thinks that Micro LED can’t add significant value to this product, and the production costs are too high to make it economically viable. 2. Apple has…
元太可望顯著受惠於Amazon採用彩色電子紙與Walmart採用四色ESL / E Ink expected to benefit significantly from Amazon’s adoption of color e-paper and Walmart’s adoption of four-color ESL link.medium.com/OE0QZ2kgBHb
Losing all visibility is a good leading indicator.
Losing all visibility is a good leading indicator.
Vision Pro更新：美國市場需求已大幅放緩、全球發佈時程預測、供應鏈擴產與退貨率解讀、新機種預測、投資策略 link.medium.com/j7Q1uXWMyHb
Vision Pro Update: US Market Demand Slowing Significantly, Global Release Schedule Forecast, Interpretations for Supply Chain Production Expansion and Return Rates, New Model Prediction, and Investment Strategy link.medium.com/j7Q1uXWMyHb
手機產業自1月至中國農曆年結束 (2月中旬) 的重點更新 / Key updates in the mobile industry from January to the end of the Chinese Lunar New Year (mid-February) link.medium.com/gXR9ExabeHb
2024 iPhone shipments likely to decline significantly by about 15% YoY due to structural challenges / iPhone 2024出貨量在可能因結構性挑戰而將顯著衰退約15% YoY link.medium.com/uswSuR2GMGb
Vision Pro首週末預購檢視：符合預期但隱憂浮現 / Vision Pro’s first-weekend pre-order review: expectations in line, but concerns raised link.medium.com/bqGuhyNAyGb
Apple is likely to release Vision Pro outside the U.S. market before WWDC 2024 / Apple可能在WWDC 2024前，於美國以外市場發售Vision Pro link.medium.com/eRmexmIkpGb
大立光罕見正向看待淡季高階鏡頭需求之深度分析：玻塑混合鏡頭、華為歸來與鏡頭單價上漲，以及AI手機成為Samsung S24/高階手機新賣點 link.medium.com/0NhXudhZmGb
AppleTrack @appltrack
288K Followers 64 Following Apple news by @iupdate & @concept_central 🍎 Want to get in touch? [email protected] | This account uses affiliate links!
Basic Apple Guy @BasicAppleGuy
319K Followers 76 Following Basic (ˈbeɪ.sɪk’; Adj): lover of all things mainstream, popular, & trending in the world of .
Sam Kohl @iupdate
165K Followers 509 Following Lead Apple shepherd @appltrack @geniusbarpod, contact me at [email protected]
Mark Gurman @markgurman
350K Followers 2K Following Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.
Hao HONG 洪灝, CFA @HAOHONG_CFA
261K Followers 935 Following 2x Economist of the Year - Asian Private Banker; FT Book of 2020; No.1 Strategist/Economist - AsiaMoney. “The man who called China’s boom & bust” - Bloomberg
Ben Geskin @BenGeskin
288K Followers 999 Following Tech Enthusiast 📱🕶 Content Creator 🎬 AR/VR/AI ᯅ Business via DM/email: bengeskin gmail
Max Weinbach @MaxWinebach
255K Followers 5K Following Analyst @creativestrat, Writer @9to5Google. Email: [email protected]/[email protected]
Alvin @sondesix
133K Followers 965 Following 🇮🇩 • 24 • Likes technology, aviation, and perfumery • Got any leaks/tips from the tech world? Reach me via DMs • Get your Galaxy S24 Ultra here 👇
Aaron Zollo @zollotech
138K Followers 660 Following iOS and Android Beta historian. 1.4M+ Subscribers on YouTube / Content Creator of many videos per week. Inquiries: [email protected]
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68K Followers 263 Following Content creator with over 400,000 subscribers on YouTube | Macs, Repair, Apple News, Shenanigans
Sami Fathi @SamiFathi_
39K Followers 468 Following Founder of @Spercharged ⚡️ Ex @MacRumors 🇸🇦 23 🥳 Apple reporter — always on the look for the next big story 👀 Have a news tip? 😏Signal +1 (408) 600 1192
ShrimpApplePro 🍤 @.. @VNchocoTaco
32K Followers 2K Following A really cringe shrimp who have a huge interest in Apple stuff, time traveler. Vtuber/Vtuber fan, using L2D model of @0x4682B4 @sakurai_mon banner @sonkima
Brandon Butch @BrandonButch
78K Followers 246 Following I make 🍏 videos & write @the_appleden. 1M subscribers on YouTube.
Vadim Yuryev @VadimYuryev
21K Followers 347 Following Jesus Christ is King! Co-host/writer for the Max Tech YouTube channel. As an Amazon Associate, I earn from qualifying purchases.
fpt. @frontpagetech
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newnewbie @newnewbie9
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邢 @xng1058590
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雅馨 @Web3.0 @yx1998520
491 Followers 113 Following 🍯喜欢猫猫狗狗~ 🧀日常分享~ 🥐猫咪世界观测中~ (24h内互fo必回！或者联系TG: @RQMM520 也会定期清理未回关的朋友哦!互赞前五条，漏的私哦！)冷漠的猫 | 喜欢打狗 | 关注我你会很快暴富 #btc #bnb | 推文不是投资建议 | 我 #Binance @WEB3.0
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Eric @ChaoLingka72894
5 Followers 22 Following
sxxxx @shunxinzhong
60 Followers 776 Following
سعيد العمود.. @mwdy_s93440
96 Followers 161 Following لم تعد بحاجة إلى الضغط على نفسك من خلال البحث عن أفضل إشارات وتحليلات التداول. انقر على رابط قناة التليجرام المجانية المنشورة على هذا الحساب @binaryfuture7 وان
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68 Followers 82 Following Figure out what the world essentially needs and then provide it
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Curtis @curtis__allen
319 Followers 772 Following Native Californian. Michigander by choice 🧤. @Hillsdale Alum. 🏳️🌈
Kamil Chudačík @kamilchudacik
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Gab @itsGab3207
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330 Followers 2K Following
Jorge Flores @stickduster
40 Followers 145 Following Ejecutivo en Banco Multiva me apasiona la tecnología así como la seguridad informática. Disfruto de los video games, consola favorita todas
Hayden Cheung @hayden_nkc
32 Followers 53 Following Emergency Medicine physician. Founder @IncisionXR Bringing CPR training to AVP and Quest
Arfan K @ArfanK483517
1 Followers 23 Following
[email protected].. @joker02929
1 Followers 10 Following
Oysteit @oysteit
542 Followers 2K Following Twitrer mest om SPORT, gjerne type BALL. Craver det: Osteopath, Personal Trainer, coach, freelance writer, journalist, coffee, music, tattoos, reuse/repurpose.
guanzizai @guanzizai2024
14 Followers 344 Following Always eager to learn and stay updated with the latest tech trends.
smalldragon89 @Sean_Chang89
56 Followers 413 Following
BlueSphere @BlueSphere1of1
45 Followers 69 Following
kit @kitsandiego
167 Followers 371 Following 🚶🏻♂️Introvert 🏋🏻♂️ Gym junkie 💻 Corporate Slave 🩸HIV Counsellor
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Tom @mrn01ne
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9to5Mac @9to5mac
973K Followers 43 Following We break #Apple news 🕘 Leading source for all things iPhone, Mac, iPad, Apple Watch, more.
MacRumors.com @MacRumors
1.3M Followers 100 Following Apple, iPhone, iPad and Mac rumors, news, tips and videos. Tap Follow! Message us with questions / comments.
Hao HONG 洪灝, CFA @HAOHONG_CFA
261K Followers 935 Following 2x Economist of the Year - Asian Private Banker; FT Book of 2020; No.1 Strategist/Economist - AsiaMoney. “The man who called China’s boom & bust” - Bloomberg
Max Weinbach @MaxWinebach
255K Followers 5K Following Analyst @creativestrat, Writer @9to5Google. Email: [email protected]/[email protected]
Aaron Zollo @zollotech
138K Followers 660 Following iOS and Android Beta historian. 1.4M+ Subscribers on YouTube / Content Creator of many videos per week. Inquiries: [email protected]
AppleInsider @appleinsider
702K Followers 68 Following In-depth Apple news, analysis & reviews since 1997.
ShrimpApplePro 🍤 @.. @VNchocoTaco
32K Followers 2K Following A really cringe shrimp who have a huge interest in Apple stuff, time traveler. Vtuber/Vtuber fan, using L2D model of @0x4682B4 @sakurai_mon banner @sonkima
Vadim Yuryev @VadimYuryev
21K Followers 347 Following Jesus Christ is King! Co-host/writer for the Max Tech YouTube channel. As an Amazon Associate, I earn from qualifying purchases.
Intl Econ Observe @IEObserve
24K Followers 522 Following A dedicated blogger navigating international economy, stock markets, and the ever-evolving landscape of technology innovation.
Rene Ritchie @reneritchie
143K Followers 1K Following @YouTubeLiaison helping YouTube better empathize with creators and creators better understand YouTube. Opinions my own. For support 👉 @TeamYouTube
Ross Young @DSCCRoss
42K Followers 607 Following Over 25 years experience in the display industry, CEO of Display Supply Chain Consultants (DSCC). Sharing the future of the display industry and its products.
Miula Hung @Miulahung
19K Followers 397 Following M觀點頻道創辦人 / 科技巨頭解碼主筆 ㊣ TSLA 韭菜 / PLTR 韭菜 / MSFT 長線投資者
Dan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Dylan Patel @dylan522p
39K Followers 683 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Sravan Kundojjala @SKundojjala
8K Followers 5K Following Semiconductors, Analyst No investment advice. Opinions are mine only.
Figure @Figure_robot
71K Followers 1 Following Figure is an AI Robotics company building the world's first commercially viable autonomous humanoid robot.
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171K Followers 14 Following Founder @Figure_robot (AI Robotics) & Archer Aviation (NYSE: ACHR)
張國洋 @JoeChang2022
4K Followers 36 Following Entrepreneur, Writer, Podcaster Co-Founder of Darencademy 大人學共同創辦人 Podcast 大人的SmallTalk 主持人 專案管理生活思維共同創辦人
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Joey Lu @joeylu0627
12K Followers 223 Following @Binance TW幣安隊長 成立《蘋果仁》 ，現在專注在加密貨幣、台灣房地產、AI、分享一些社群經營心得。對財經很有興趣，但都只是寫寫觀察心得，不敢自稱專家。
福澤喬🇯🇵🇹.. @joelfukuzawa
611 Followers 1K Following https://t.co/ZXdEg4tUX4 ジャーナリスト、放送作家、翻訳家。 日本の政治、社会、経済、文化など幅広い分野で中華圏へ発信する。 Medium：https://t.co/QJJxtsTsds
Ben Pouladian @benitoz
4K Followers 1K Following Father (x3!), EE, entrepreneur, investor, real estate developer, super angel, AI 🤖, biotech 😇 @ypo @TerasakiInst ❤️ asymmetry 📈🇮🇱🇺🇸💪🏽
Will @FinanceYF5
121K Followers 1K Following 10年经验行业分析师，GenAI学习中，Study in public。 @GPTDAOGLOBAL 分析师 @PixVerse_ 增长顾问
Jim Fan @DrJimFan
229K Followers 3K Following @NVIDIA Sr. Research Manager & Lead of Embodied AI (GEAR Lab). Creating foundation models for Humanoid Robots & Gaming. @Stanford Ph.D. @OpenAI's first intern.
善甲狼 @winwin1788
8K Followers 49 Following 專長:P圖 跟 💰 關 都有興趣，歡迎交流。 你看到的金額 都是我 🅿︎的 🚫請勿來借錢🚫 善的循環🔁 歡迎給我優惠 讓偶來放福利 愛您❤ 📌相關連結 👇👇👇👇
Vaibhav (VB) Srivasta.. @reach_vb
11K Followers 169 Following GPU poor @Huggingface | F1 fan | Here for @at_sofdog’s wisdom | *opinions my own
Apple Vision Commenta.. @spatialreport
9K Followers 74 Following Tracking the latest information on Apple Vision & Spatial Computing. This account is not affiliated with Apple Inc.
The AI Investor @The_AI_Investor
25K Followers 653 Following NVDA TSLA | NVIDIA Daily | Join my Patreon to learn about AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
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14K Followers 490 Following AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice)
Rihard Jarc @RihardJarc
39K Followers 3K Following Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers).
David Fishman @pretentiouswhat
29K Followers 538 Following China power - econ & policy analysis for RE, nuclear, coal, markets, grid. 11-yr migrant, currently SH Rural development enthusiast @HopkinsNanjing @LantauGroup
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7K Followers 237 Following Managing Editor @MacRumors. Tip? DM or Email me: [email protected]. Telegram/Signal available. Follow me on Mastodon: https://t.co/ZehOINsxkn
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55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.
Alex @alex_avoigt
123K Followers 100 Following Author, Blogger, Influencer, YouTuber, Engineer, Sportsman, Thinker, Nerd, Environmentalist https://t.co/NwBQrFY5Ni, https://t.co/ViaoojPSLW
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13K Followers 501 Following Trader/Analyst | Ex - AAO Research, Independent Speculator, The Dollar Vigilante, Value Research Online. Gold, shipping, energy, crypto, tech. MBA - IIT Madras
勃勃OC @bboczeng
120K Followers 564 Following 美股投资日报：https://t.co/8rs6JWg78E，欢迎订阅日报阅读我的投资经验分享与市场总结，或加入会员群讨论 失败学、润学创始人，弘扬知识、真相和逻辑 YouTube科普和键政频道（https://t.co/1HbWAvCPfN）
tphuang @tphuang
10K Followers 290 Following My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
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6K Followers 334 Following BASM 選股法，哪家公司將成長，進而創造高報酬：經營模式(Business Model)、假設 (Assumptions)、策略 (Strategy)和管理(Management)
yiqifacai.eth @yiqifacai
58K Followers 766 Following | Zoe , 财姐| Private Investor in Medical Aesthetics and Retail. AI/BlockChain Maximalism.
股市駱哥 @edwardlo3793
10K Followers 37 Following 對各種新事物保持熱情的中年大叔，對投資有20年以上的經驗，對產業有獨特的看法，不會邀請加群組，也沒有開課教學，請自行注意詐騙留言訊息，勿隨意加入 ig:https://t.co/kMzC0X8jcy…
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1K Followers 870 Following Brit living in the sun. Typo queen...however also Communications lead at Qualcomm ! All opinions are my own.
TASUKU2023 @TASUKU2023
176K Followers 620 Following #ChilloutMix を作った人。 AI美女の祖。循環器内科専門医、医学博士。＊画像はAI作成画像です。 ご相談は [email protected]まで Artist of AiHUB/Aww 様モデル監修/フジテレビ様"ワイドナショー""Mr.サンデー"/ ABEMATV 様”アベ
fin @fi56622380
27K Followers 328 Following 立场不重要，事物的运行逻辑和内在规律才是更值得关注的部分 | 读过三个不同专业的学位，体验过两个大洲的尘世生活，设计过一次火星车芯片，还没有去看过心心念念的冰川
James Yan @james_a3
312 Followers 447 Following Form Tech industry analyst.Advisor,Strategic planner. And football lover.(Views are personal) #Smartphones #IoT #ecosystems #AI #Emerging Tech #AR #VR #Robotics
Troy Teslike @TroyTeslike
145K Followers 25 Following Tesla Delivery Estimates: Data-driven & free. Early access on Patreon. My average error rate is 1.2% for Tesla's production and 2.7% for deliveries.
Hindenburg Research @HindenburgRes
610K Followers 0 Following Popping bubbles as we see them. We express strong opinions. Not investment advice.
fox hsiao @pirrer
16K Followers 1K Following https://t.co/ADltMSqInz Lets talk abt startup, game, crypto & AI. A starter, Founder of iCook / INSIDE ； 沒有 alpha
Rowan Cheung @rowancheung
496K Followers 373 Following Founder @therundownai. Sharing the latest developments in the world of artificial intelligence.Apple cuts 2024 & 2025 Vision Pro shipment forecasts, unfavorable to MR headset, Pancake, and Micro OLED trends / Apple下修2024 & 2025年Vision Pro出貨預測，不利MR頭戴裝置、Pancake與Micro OLED產業之趨勢 link.medium.com/xIpUO2ec2Ib
Did you know the MacRumors logo has a question mark in it?
GB200為2024年AI伺服器研究的關注焦點，但目前此對鴻海貢獻的能見度仍有限 / GB200 to be the focus of AI server research in 2024, but limited contribution visibility to Hon Hai currently link.medium.com/Ef8749kXWHb
Apple is working on a 20.3” foldable MacBook, expected to launch in 2027 Would you buy foldable MacBook? Source: @mingchikuo
Got some early insight into Z Fold 6 and Z Flip 6 colors: - Z Fold 6: Dark Blue, Light Pink and Silver - Z Flip 6: Light Blue, Light Green, Silver and Yellow
最近我多次被詢問蘋果是否計劃在 2025 年或 2026 年量產可折疊 iPhone 或 iPad。我的最新調查顯示，蘋果目前唯一有明確開發時程的可折疊產品，只有配備約20.3"顯示器、並預計在2027年量產的MacBook。 -- Recently, I've received many inquiries about whether Apple plans to mass-produce the…
先前2024年iPhone出貨的市場共識為2.2-2.25億部，現在已經開始下修，並向我之前預測的2億部靠攏。如果Apple今年無法推出優於市場預期的生成式AI服務，Nvidia的市值將很有可能超越Apple。
2024 iPhone shipments likely to decline significantly by about 15% YoY due to structural challenges / iPhone 2024出貨量在可能因結構性挑戰而將顯著衰退約15% YoY link.medium.com/uswSuR2GMGb
The previous market consensus for 2024 iPhone shipments was 220-225 million units, and it has now started to fall, moving closer to my earlier prediction of 200 million units. If Apple can't launch better-than-expected GenAI services this year, Nvidia's market cap will very…
2024 iPhone shipments likely to decline significantly by about 15% YoY due to structural challenges / iPhone 2024出貨量在可能因結構性挑戰而將顯著衰退約15% YoY link.medium.com/uswSuR2GMGb
My cover story on #TSMC Japan was out last week. I will soon share my findings here. #jasm
@Wenyee_Lee さんのLinkedInの投稿は台湾から見たjasm/TSMCがどのように見られているか参考になるポヨ 今週の訪台時に商業周刊を購入するポヨ linkedin.com/feed/update/ur…
Thanks everyone for coming! Next time gonna have cool stuff to do!
We holding an event in SF Gonna have lots of cool people Hanging out, chats, trolling, fun. Come come lu.ma/semianalysis-l…
@zhenkit @mingchikuo The tech is basically the same. But, scale, power draw and manufacturing are very different for TV-size panels and mobile devices panels.
@mingchikuo We believe the LTPS backplane and MicroLED transfer projects were also canceled. We don’t expect Apple to build its own MicroLEDs at this point but could buy from another supplier in the future if the costs, yields and volume are there. Another moonshot project kicked to the…
三色變四色，黑白變彩色。
元太可望顯著受惠於Amazon採用彩色電子紙與Walmart採用四色ESL / E Ink expected to benefit significantly from Amazon’s adoption of color e-paper and Walmart’s adoption of four-color ESL link.medium.com/OE0QZ2kgBHb
Apple停止Apple Car開發的討論熱絡，看似一件大事，但全世界沒有一檔股票因為這件事而大漲或大跌 (如果有請提醒我，謝謝)。資金是很老實的，這代表資本市場早就不在意Apple是否要開發Apple Car這件事。 -- There is a lot of discussion about Apple canceling the development of the Apple Car. It…
Apple Micro LED更新： 1. 我最新的調查指出Apple已經取消了Micro LED Apple Watch的開發計畫，原因在於Apple認為Micro LED並不能顯著提升產品附加價值，加上生產成本過高，不具投資效益。 2. Apple已經遣散了Micro LED開發團隊中大部分的人，目前所有Micro…
Apple Micro LED update: 1. My latest survey indicates that Apple has canceled the Micro LED Apple Watch projects because Apple thinks that Micro LED can’t add significant value to this product, and the production costs are too high to make it economically viable. 2. Apple has…
We holding an event in SF Gonna have lots of cool people Hanging out, chats, trolling, fun. Come come lu.ma/semianalysis-l…
元太可望顯著受惠於Amazon採用彩色電子紙與Walmart採用四色ESL / E Ink expected to benefit significantly from Amazon’s adoption of color e-paper and Walmart’s adoption of four-color ESL link.medium.com/OE0QZ2kgBHb
@appltrack @mingchikuo @verge I guess Apple plans to add its own AI ecosystem to Vision Pro 2 to win performance and technical improvements.
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