Jeff Pu

iPhone 17 models will "likely" be more expensive than iPhone 16 models in the U.S., according to Jeff Pu, an analyst at investment firm GF Securities. In a research note this week, Pu attributed the potential iPhone 17 price increases to the U.S. imposing tariffs on products imported from countries where the iPhone is assembled, including China and India. Apple is currently paying a 20%...

Along with the iPhone 18 Fold expected to launch in late 2026, Apple is working on a larger-screened foldable device that could be a MacBook-iPad hybrid of some sort. According to one analyst, both devices were set to enter mass production towards the end of next year, but a new report now suggests the larger model is further away than originally thought. In a research note reflecting on...

Apple's upcoming base iPhone 17 and iPhone 17 Air will feature LPDDR5 RAM, a slower and less efficient memory type than the LPDDR5X RAM found in every model of the iPhone 16 series, according to the latest report by Jeff Pu of equity research firm GF Securities. The base iPhone 17 is expected to feature 8GB of RAM, while the iPhone 17 Air's 12GB RAM capacity is a step up from the iPhone 16...

The rumored iPhone 17 Air will have a titanium frame, according to Apple analyst Jeff Pu. In an investor note with equity research firm GF Securities this week, Pu also said the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max will have aluminum frames, so the iPhone 17 Air will apparently be the only new model to use titanium. It is unclear why the iPhone 17 Air would have a titanium...

The base model iPhone 17 will have an A19 chip after all, according to Apple analyst Jeff Pu. A few months ago, Pu said the device would have an A18 chip, but he has now reversed course. "We now expect the iPhone 17 model to be equipped with A19 (vs. earlier expectation of A18)," Pu said today, in an investor note with equity research firm GF Securities. He also expects the iPhone 17 Air...

Apple may launch the AirPods Pro 3 in 2026, according to analyst Jeff Pu of GF Securities Hong Kong, contradicting earlier predictions of a much sooner release. Pu's Apple product timeline (via @jukanlosreve) comes as a bit of a surprise. Bloomberg's Mark Gurman said in February that new AirPods with heart rate monitoring were "months away," suggesting a late 2025 launch at the earliest....

While the iPhone 17 series is still three months away from launching, rumors about next year's iPhone 18 models continue to surface. The latest word comes from Apple analyst Jeff Pu. In a research note with equity research firm GF Securities this week, Pu said that he expects the iPhone 18 Pro, iPhone 18 Pro Max, and so-called iPhone 18 Fold to be equipped with Apple's A20 chip, and he...

All four iPhone 17 models will adopt metalens technology for Face ID, according to Jeff Pu, an Apple analyst at equity research firm GF Securities. He revealed this information in an investor research note earlier this month. Earlier this year, a leaker known as Digital Chat Station also claimed that the iPhone 17 Pro Max would adopt a metalens for Face ID that integrates the transmitter and ...

The latest rumored specs for the iPhone 17 base model are underwhelming. In a research note with equity research firm GF Securities this month, Apple analyst Jeff Pu said that the lowest-end iPhone 17 model will be equipped with the same A18 chip that is used in the iPhone 16 base model. The chip will continue to be manufactured with TSMC's second-generation 3nm process, known as N3E, he...

Along with an iPhone "Fold," Apple is believed to be working on a larger foldable device that's somewhere around 19 inches, and one analyst suggests it could arrive as soon as late next year alongside Apple's rumored foldable iPhone. In a new research note covering likely post-tariff scenarios for Apple, investment firm GF Securities' lead analyst Jeff Pu says that both 18.8-inch and...

Earlier this week, the investment firm GF Securities shared multiple research notes regarding Apple's future chips. In one of these notes, it said the A20 chip for the iPhone 18 series would be manufactured with TSMC's third-generation 3nm process, N3P, and in another it said that the chip would use TSMC's newer 2nm process N2. GF Securities is a large organization with many analysts, and it ...

In a research note with investment firm GF Securities on Monday, analyst Jeff Pu said both the iPhone 17 Pro and the iPhone 17 Pro Max will feature a 48-megapixel Telephoto rear camera, up from a 12-megapixel Telephoto camera on iPhone 16 Pro models. This means all three Fusion, Ultra Wide, and Telephoto cameras on the iPhone 17 Pro models would be 48 megapixels. The devices are expected...

All four iPhone 17 models launching later this year will feature an upgraded 24-megapixel front-facing camera, according to analyst Jeff Pu. In a research note today with investment firm GF Securities, Pu shared a chart in which he reiterated that the iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max will each be equipped with a 24-megapixel front camera. By comparison, all four ...

Apple debuted its custom-designed C1 modem in the iPhone 16e last month, as part of a multi-year plan to transition away from Qualcomm modems. And per the latest rumor, the C1 modem will continue to roll out later this year. In a research note with investment firm GF Securities today, analyst Jeff Pu said the ultra-thin "iPhone 17 Air" will be equipped with the C1 modem. Fellow analyst...

Update — March 20: GF Securities has retracted this information, and it expects the A20 chip to be manufactured with TSMC's 2nm process. The original story follows. While the iPhone 17 series is still around six months away, a rumor pertaining to next year's iPhone 18 series has already surfaced. In a research note with investment firm GF Securities today, analyst Jeff Pu said the A20...

Yesterday, analyst Jeff Pu said Apple's first two foldable devices will enter mass production in the second half of 2026. Today, he provided some additional details about these devices, which are expected to launch in 2026 or 2027. In a research note with investment firm GF Securities, Pu said the two devices will include a foldable iPhone with a 7.8-inch inner display, along with a larger...

All four iPhone 17 models will feature an Apple-designed Wi-Fi 7 chip, according to Jeff Pu, an analyst who covers companies within Apple's supply chain. In a research note with investment firm GF Securities today, Pu said he believes that the Wi-Fi 7 chip's design was finalized in the first half of 2024. He expects the chip to debut in the iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone ...

Apple's first two foldable devices recently entered the New Product Introduction (NPI) phase at Foxconn, according to analyst Jeff Pu. In a research note today with GF Securities, Pu said mass production of the foldable devices is slated to begin in the second half of 2026. The analyst believes the foldable devices will enter an early prototyping stage this April. Pu did not provide...

Will the upcoming iPhone 17 Pro models come with 12GB of RAM, up from 8GB in the iPhone 16 Pro? Jeff Pu of GFHK Tech Research certainly thinks so. According to the latest note from the analyst seen by 9to5Mac, both the iPhone 17 Pro and iPhone 17 Pro Max will feature 12GB of RAM that will enable the devices to outperform the other models in the lineup in terms of AI capabilities. "Meanwhile ...

Earlier this week, Apple analyst Ming-Chi Kuo said all four iPhone 17 models will be equipped with Apple's first-ever custom-designed Wi-Fi chip. He did not say which Wi-Fi version the chip will support, but it appears that it will be Wi-Fi 7. All four iPhone 17 models will feature an Apple-designed Wi-Fi 7 chip, according to Jeff Pu, an analyst who covers companies within Apple's supply...