Jeff Pu
By MacRumors Staff
Jeff Pu Articles

Rumor Reversal: A20 Chip for iPhones Said to Use TSMC's 2nm Process
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 ...
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iPhone 17 Pro Said to Feature 12GB of RAM, 48-Megapixel Telephoto Camera, and More
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 Rumored to Feature Upgraded 24-Megapixel Front Camera and More
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 ...

iPhone 18 Pro Models Again Rumored to Feature Apple's C2 Modem
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...

A20 Chip for iPhones Said to Remain 3nm [Retracted Rumor]
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...

Foldable MacBook-iPad Hybrid Device Likely to Run macOS, Analyst Says
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 Again Rumored to Feature Apple-Designed Wi-Fi 7 Chip
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 ...

Foldable iPhone and iPad to Enter Production Next Year, Analyst Says
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...

iPhone 17 Pro: 12GB RAM Rumor Gets Third Confirmation From Analyst
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 ...

All Four iPhone 17 Models Said to Feature Apple-Designed Wi-Fi 7 Chip
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...

iPhone 17 Lineup Rumored to Support Up to 35W Charging Speeds
Those hoping for significantly faster wired charging speeds with the iPhone 17 lineup this year might be disappointed, if the latest rumor is true.
A render of the iPhone 17 Pro's alleged camera design
In a note with investment firm GF Securities, obtained by MacRumors this week, Apple supply chain analyst Jeff Pu said the iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max will...

iPhone 17 Pro Models Rumored to Feature Aluminum Frame Instead of Titanium Frame
Over the years, Apple has switched from an aluminum frame to a stainless steel frame to a titanium frame for its highest-end iPhones. And now, it has been rumored that Apple will go back to using aluminum for three out of four iPhone 17 models.
In an investor note with research firm GF Securities, obtained by MacRumors this week, Apple supply chain analyst Jeff Pu said the iPhone 17, iPhone...

iPhone 17: Newer 3nm Technology Expected for A19 and A19 Pro Chips
Apple's next-generation A19 chip for the iPhone 17 and iPhone 17 Air and A19 Pro chip for the iPhone 17 Pro and iPhone 17 Pro Max will be manufactured with TSMC's latest, third-generation 3nm process called "N3P," analyst Jeff Pu said today, in a broader tech-related research note with Hong Kong-based investment bank Haitong.
The current A18 and A18 Pro chips for the iPhone 16 lineup are...

iPhone SE 4 First to Get Apple-Designed 5G Modem, iPhone 17 Pro to Add Custom Wi-Fi 7 Chip
The iPhone SE 4 that's set to come out early next year is expected to debut Apple's first in-house 5G modem, according to Jeff Pu, an analyst who covers companies within Apple's supply chain.
In a research note this week with Hong Kong-based investment firm Haitong International Securities, Pu said Apple is expected to roll out its custom-made 5G modem starting with the next-generation...

iPhone 17 Pro Max Again Rumored to Feature Smaller Dynamic Island Due to Face ID Change
The high-end iPhone 17 Pro Max launching next year will feature a smaller Dynamic Island, according to technology analyst Jeff Pu, who has a fairly good track record with Apple rumors. This reiterates information that he first shared in May.
In a research note with investment bank Haitong International earlier this month, obtained by MacRumors, Pu said the iPhone 17 Pro Max will adopt a...

iPhone 17 Pro Models Again Rumored to Feature 48MP Telephoto Camera, 12GB of RAM, and More
While the iPhone 17 Pro models are still nearly a year away from launching, analyst Jeff Pu has already outlined his expectations for the devices.
In a research note with investment bank Haitong International this week, Pu reiterated his previous claim that both the iPhone 17 Pro and iPhone 17 Pro Max will feature a 48-megapixel Telephoto rear camera and a 24-megapixel front camera. Both the ...

All-New 'iPhone 17 Air' Rumored to Feature Single 48MP Rear Camera, 8GB of RAM, and More
In recent months, several credible sources have claimed that Apple plans to release a redesigned, significantly thinner iPhone 17 model next year. The device's name is not yet known, so we are referring to it as the "iPhone 17 Air" for now.
There have been conflicting rumors about the design and specifications for the device, but most sources have agreed that it will have around a 6.6-inch...

All iPhone 17 Models Again Rumored to Feature 24MP Front Camera
All four iPhone 17 models expected to launch next year will feature an upgraded 24-megapixel front-facing camera, according to Apple analyst Jeff Pu.
In a research note today for investment bank Haitong, obtained by MacRumors, Pu shared a chart indicating that the iPhone 17, the tentatively-named iPhone 17 Slim, the iPhone 17 Pro, and the iPhone 17 Pro Max will each be equipped with a...

Apple's First Foldable iPad Could Face Delays Into 2026
Apple's first foldable device may not hit its previously expected 2025 schedule for mass production, based on new comments made by Haitong analyst Jeff Pu.
In a note to investors seen by MacRumors, Pu said that he continued to expect enhanced Apple product power driven by the likes of the iPhone 17 and Apple Intelligence, but this came despite some "pushouts" seen for Apple's foldable iPad.
...

iPhone 17 Pro Rumors: 12GB RAM, Narrower Dynamic Island for Pro Max
It's an iPhone 17 rumor frenzy this week courtesy of Jeff Pu, an analyst who has sources within Apple's supply chain in Asia.
While the iPhone 16 lineup is still months away from being announced, rumors about the two-generations-away iPhone lineup typically begin to surface about a year-and-a-half before launch. For example, almost exactly a year ago, we learned that the iPhone 16 Pro and...