Morning Brief | Foldable iPhone Frame Material Revealed / Avatr Responds to Vehicle Fire, Rules Out Battery Fault / Figure Unveils “Most Human-Like Robot”

# 🚀 Tech & Innovation Weekly — Major Updates Across AI, Hardware, and Industry

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## 📊 Sora’s First Week iOS Downloads Hit 627K — Surpasses ChatGPT Launch Record

![image](https://blog.aitoearn.ai/content/images/2025/10/img_001-31.jpg)

According to Appfigures, OpenAI’s new app **Sora** reached **627,000 iOS downloads** in its first week — beating ChatGPT’s 606,000 at launch.

### 📈 Key Points
- **Launch date**: September 30
- **Day 1 downloads**: 56K  
- **Peak day** (Oct 1): 107,800 downloads
- **Ranking**: Top 3 in U.S. App Store by October 3; hit #1 that day
- **Market**: Launched in U.S. and Canada; ChatGPT launch was U.S.-only  
- **Notable**: Invitation-only, yet strong adoption

### ⚠️ Controversy
The **Motion Picture Association (MPA)** claims Sora 2 has been used for mass copyright-infringing video content. MPA CEO Charles Rivkin urged OpenAI to stop such misuse.

> “Since the launch of Sora 2, infringing videos have spread widely across OpenAI’s platform and social media.”

**OpenAI CEO Sam Altman** announced policy changes — shifting from *“default allow / opt-out”* to *“explicit authorization required”* for copyrighted material.

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## 📱 Analyst: Foldable iPhone Coming in 2026 — Titanium Alloy + Aluminum, Just 4.5mm Thick

![image](https://blog.aitoearn.ai/content/images/2025/10/img_003-29.jpg)

### 📐 Specs & Predictions
- **Structure**: Titanium for stress zones; aluminum to reduce weight
- **Thickness** (unfolded): ~4.5mm — thinner than iPhone Air
- **Durability**: Stronger materials to combat bending

### 📊 Analyst Views  
- **Jeff Pu**: Titanium alloy + aluminum frame  
- **Ming-Chi Kuo**: Titanium alloy + stainless steel + “Liquidmetal” hinges

Expected as part of **iPhone 18 series** in Sept 2026.  
Outer display ~5.5", unfolds to ~7.8".

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## 🎬 Tencent Responds to VIP Account Suspension: Device Limit Rule Enforced

![image](https://blog.aitoearn.ai/content/images/2025/10/img_005-27.jpg)

Recent reports: Tencent Video VIP accounts suspended for **exceeding device login limits** (e.g., 4 devices logged in; limit is 3).

### 📜 VIP Device Rules
- **Standard VIP**: 3 devices; 1 streaming concurrently  
- **SVIP**: 8 devices; 3 concurrent streams  
- **Family Card**: 10 devices; 4 concurrent streams

Manual restoration limited to **2 times**; otherwise must wait for auto-recovery or upgrade.

**Tencent’s Position**: Action aims to combat **black/grey market account rentals & piracy**.

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## 📡 Antennagate Revisited — Gurman Says Real Fix Was iPhone 4s

![image](https://blog.aitoearn.ai/content/images/2025/10/img_006-24.jpg)

2010’s **iPhone 4 “Antennagate”** issue:
- Signal drops when holding phone certain ways
- Apple initially claimed users were “holding it wrong”

Software tweaks in iOS 4.0.1 smoothed bar drops but didn’t fix hardware flaw.

**Mark Gurman**: Hardware redesign in **iPhone 4s** was the true solution.

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## 🚗 Avatr 06 Fire — Officially Not Battery-Related

![image](https://blog.aitoearn.ai/content/images/2025/10/img_008-22.jpg)

Oct 5, Fujian: An **Avatr 06** caught fire, damaging 8 cars.  
Investigation finds:
- Fire started in **front passenger seat area**
- Battery voltage, temp, and pressure **normal**

Other causes still under investigation.

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## 🏀 NBA China x Alibaba Cloud — AI-Powered Game Experience

![image](https://blog.aitoearn.ai/content/images/2025/10/img_010.gif)

Multi-year partnership to deliver:
- **Real-time highlights**
- **Historical data**
- **Player analysis**
- **360° AI panoramic replays**

Integration with **NBA App**, website, and mini-programs.

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## 🤖 Qwen Launches Robotics / Embodied AI Team — Led by Lin Junyang

Focus on evolving multimodal models into physical-world “agents” with tool use, memory, and reinforcement learning.

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## 📦 OpenAI Rolls out “ChatGPT Go” to 16 Asian Countries

Under **$5/month**, offers:
- Increased daily message limits
- More image/file uploads
- Double memory capacity

Markets include Malaysia, Thailand, Vietnam, Philippines, Pakistan (local currency payments).

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## 💾 Samsung Back in NVIDIA Supply Chain — HBM3E Adopted

![image](https://blog.aitoearn.ai/content/images/2025/10/img_013-17.jpg)

**NVIDIA GB300 accelerator** uses **Samsung’s HBM3E**.

Signals Samsung’s return to NVIDIA supply after years — big impact on global HBM market.

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## 🔐 GitHub Adds “Sign in with Apple”

Simplifies account creation & linking, enhances privacy, offers option to hide email.

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## 🏭 TSMC Q3 Revenue Record: $34.1B

Year-on-year growth **+30.3%**; beats forecast.

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## 💻 Intel Panther Lake Architecture Unveiled

### Highlights:
- **18A process** (RibbonFET + PowerVia)
- Hybrid core (P + E + LPE)
- Xe3 GPU, NPU 5 for AI  
- IPC +5%–13% YoY

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## 🚙 Aug EV Sales Top 1.7M — BYD Leads, Xiaomi Debuts in Top 20

BEV sales: 1.1M (18% market share).  
NEVs globally: 27% of market.

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## 📉 Dealership Survey: Subsidy Cuts Impact Demand

96% report reduced willingness to buy; new model launches seen as biggest draw.

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## 🔓 Discord ID Photo Breach — ~70K Users Affected

Caused by third-party vendor compromise, not Discord itself.

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## ⚡ Dell CEO Warns of AI Data Center “Overcapacity”

Electricity supply is **biggest bottleneck** for expansion.

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## 📱 OPPO Find X9 Series Launching Oct 16

- **Flagship imaging**
- **Dimensity 9500 chipset**
- **Huge battery capacity**

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## 🦾 Figure 03 Humanoid Robot — For Home & Business

Optimized for household safety, wireless charging, tactile sensing; mass production planned.

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## 🧠 Ling AI Launches **Ling-1T** 1-Trillion-Param Model

Open-sourced on HuggingFace, ModelScope, GitHub. Improved reasoning & tool use.

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## 🔋 Micron Crucial LPCAMM2 — 8,533 MT/s for AI Laptops

LPDDR5X tech; half the size of SODIMM; boosts efficiency & performance.

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## 🌐 AI Browser *Dia* Public Launch

Free & $20/month Pro versions; deep chat integration, custom skills.

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## 🇨🇳 National Day Holiday Stats

888M domestic trips; RMB 809B spending — both up YoY.

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## 🚖 Didi Holiday Data Surge

Intercity rides +89%; buses served 1M+ passengers.

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## 👗 ZARA 50th Anniversary Collection — 50 Creatives Collaborate

Profits go to environmental charity **Women’s Earth Alliance** and artist-chosen charities.

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## 🎨 POP MART x Hirono “Back of Time” Art Installation

Blends local culture with ecological themes in Shengshan Island.

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## 🎥 *Avatar 3* (“Fire and Ash”) — Dec 19 Release

Simultaneous China/US launch.

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## 🎮 LoL Worlds 2025 — IMAX Live in 219 Theaters

Quarterfinals to finals; Oct 28 – Nov 9.

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## 🎬 *Stealing the Sun* Premieres Oct 24

Starring Austin Butler, Zoë Kravitz, Matt Smith.

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