Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Qualcomm Fought Apple Back - Besiege Wei to Rescue Zhao

What's New About IPhone 8? OLED I8 Shortage but Slower Demand on LCD I8 Likely

Apple Misses on Guidance; Understood Now Why Apple Is Suing Qualcomm and Expanding In-House Design

Equity Bottom-Up

<h2>Summary</h2><p><em>In summary, we found no major surprise from <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> WWDC 2017 except some incremental improvements on Watch OS and iOS operating system. The new iMac and iPad Pro will use the latest Intel CPU Kaby Lake, AMD GPU Radeon Pro/Vega, and TSMC A10x for the performance upgrade but no incremental change in its semiconductor suppliers.  Augmented Reality software kit on iPad/iPhone seems interesting but needs to move your iPad/iPhone around to play, and lack of glasses like <a href="https://www.smartkarma.com/entities/15273" target="_blank" data-smartkarma-citation="entities:15273:1">Microsoft</a></em>…</p>

SummaryIn summary, we found no major surprise from Apple Inc (AAPL US) WWDC 2017 except some incremental improvements on Watch OS and iOS operating system. The new iMac and iPad Pro will use the latest Intel CPU Kaby Lake, AMD GPU Radeon Pro/Vega, and TSMC A10x for the performance upgrade but no incremental change in its semiconductor suppliers.  Augmented Reality software kit on iPad/iPhone seems interesting but needs to move your iPad/iPhone around to play, and lack of glasses like Microsoft…

Apple

Incremental New at Apple WWDC 2017?