#jeff pu

Apple remains in focus on Tuesday after GF Securities reported that a recent survey of the company’s supply chain points to a “solid outlook.” Chris Ciaccia for Seeking Alpha: ‎ “Following the earnings call on Jan. 29, 2026, we did a supply chain research which indicates strong iPhone build momentum (incl. 2H26’s models) as well as cost management aiming to keep the starting selling prices of…

Apple patent application illustration of foldable device (USPTO) Analyst Jeff Pu’s new report reveals details about the eagerly awaited foldable iPhone, set for release next year. Per Pu, Apple plans to craft the device using a blend of titanium and aluminum. Chance Miller for 9to5Mac: ‎ In a new [note] to investors seen by 9to5Mac, Pu explained that iPhone 18 Fold’s metal frame will use a…

iPhone 15 Plus If analysts’ predictions turn out to be correct, the iPhone 16 Plus could be the last plus-sized regular iPhone offered by Apple.  Lisa Eadicicco
 for CNET: ‎ Apple is reportedly planning to cut the larger-screened flavor of its standard iPhone from its lineup next year and will instead introduce a new ultra-thin premium iPhone said to be called the iPhone 17 Slim. That’s…

According to Jeff Pu, an analyst who covers companies within Apple’s supply chain, Apple’s iPhone 17 Pro Max will likely feature a 48-megapixel Telephoto lens. iPhone 15 Pro Max Joe Rossignol for MacRumors: ‎ In a research note this week with Hong Kong-based investment firm Haitong International Securities, focused on Apple supplier Largan Precision, Pu said the iPhone 17 Pro Max’s upgraded…

Apple’s current 11- and 12.9-inch iPad Pro models According to Haitong International Technology Research analyst Jeff Pu, Apple’s upcoming iPad Pro models with OLED displays will be followed by sequential OLED MacBook Pro and OLED MacBook Air launches over the next three years. There are currently no Macs or iPads with OLED displays. Tim Hardwick for MacRumors: ‎ In a new investor memo seen by…

According to Haitong International Securities’ analyst Jeff Pu, who covers Apple’s supply chain, Apple will delivers generative AI technology to iPhone and iPad in late 2024 at the earliest. Joe Rossignol for MacRumors: ‎ In a research note on Wednesday, Pu said his supply chain checks suggest that Apple is likely to build a few hundred AI servers in 2023, and significantly more next year. He…

Apple Watch Ultra said to sport microLED display in 2024

Haitong International Tech Research analyst Jeff Pu on Monday said Apple will likely release the first Apple Watch with a microLED display in 2024. Apple Watch Ultra Joe Rossignol for MacRumors: In a research note for Hong Kong investment firm Haitong International Securities, Pu said a new high-end Apple Watch will likely adopt a larger 2.1-inch micro-LED display measured diagonally, which…

Apple’s AR smartglasses postponed to 2025-2026 amid ‘design issues’

Apple’s rumored augmented reality smartglasses are postponed 2025 or 2026 due to “design issues,” according to Jeff Pu, an analyst at Haitong International Tech Research. “Apple Glasses” concept designed by Martin Hajek for iDrop News James Rogers for MarketWatch: In a note reported by PC Mag earlier this year, Pu said the glasses would be announced in late 2024. However, he now believes that…