Kingwos Finance | Apple supplier generally rises, aac tech (02018) up 3.11%, q tech (01478) up 2.07%, byd electronic (00285) up 1.54%, cowell (01415) up 1.28%, sunny optical (02382) up 1.02%.

According to reports, Apple plans to launch devices using the M4 Ultra chip next year, which is said to integrate up to 32-core CPU and up to 80-core GPU. In comparison, this is twice the specifications of the current M4 Max chip, with the M4 Max chip having up to a 16-core CPU and 40-core GPU. Guermon also believes that Apple plans to switch to the M4 Ultra chip for the Mac Studio from March to June next year, and the newly designed Mac Pro will switch to the M4 Ultra chip in the second half of next year.

In other news, gtja research reports stated that AI Agent is accelerating its landing, significantly improving the voice interaction capabilities of smart terminals. AutoGLM supports cross-page operations between multiple applications without the need for third-party app adaptation by enhancing language and visual understanding capabilities. The Honor Magic 7 series introduces L3-level AI Agent, supporting intelligent operations in multiple scenarios and linkage with multiple large model applications. Meanwhile, Apple's iOS 18.1 introduces multiple AI functions, aiming to achieve cross-application autonomous operation for Siri by 2025. These developments will further advance smart terminals to become users' personal assistants.

Sinolink Securities stated that the trend of Apple's hardware innovation and growth is gradually becoming clear, with AI preliminarily integrated into the iPhone 16 this year and continuous upgrades of on-device models. iPhone 17 next year is expected to usher in significant hardware and on-device AI innovations. Continues to be bullish on AI-driven, Apple's industry chain, and self-controllable industry chain.