在iPhone 18系列中，苹果会对卫星通信功能进行大幅度升级，显著提升了卫星通信带宽，使其足以支 撑起发送图片的需求。因此用户在发起卫星救援时，还可以拍照后同步传送周围的环境信息，方便救援 人员搜救。 除了能发送图片之外，苹果还对卫星信号表现进行了改 善，在使用时无需将手机举起，甚至放在口袋中，也能 收发卫星信号。 在iPhone 18系列中，苹果会对卫星通信功能进行大幅度升级，显著提升了卫星通信带宽，使其足以支 撑起发送图片的需求。 苹果很早就提供了卫星通信功能，但官方提供的功能相对简单，只能在出现紧急情况下进行联络，大多 数使用都是呼叫救援，无法作为一种备份网络使用。 在iPhone 18系列中，苹果会对卫星通信功能进行大幅度升级，显著提升了卫星通信带宽，使其足以支 撑起发送图片的需求。因此用户在发起卫星救援时，还可以拍照后同步传送周围的环境信息，方便救援 人员搜救。 卫星图片功能对国产手机来说，早就实现了普及。华为 在2024年就实现了北斗卫星图片消息功能，用户可以在 任何时候给联系人发送卫星消息，还能附带精准定位信 息与图片。华为通过压缩算法，将图片高效压缩到 800Byte空间，相当于400个汉字 ...

Group 1 - Nittobo plans to launch next-generation T-type glass fiber cloth for AI chips by 2028, reducing the thermal expansion coefficient from 2.8 ppm to 2.0 ppm, a decrease of approximately 30% [1] - T-type glass fiber cloth is widely used in integrated circuit substrates and advanced packaging substrates, enhancing dimensional stability and supporting large-scale AI packaging [1] - Nittobo holds about 90% market share in the global T-type glass fiber cloth market and is currently evaluating and improving the new glass cloth based on copper-clad laminate samples [1] Group 2 - The demand for glass fiber cloth is driving price increases, with the price of 7628 electronic cloth rising from 4.15 yuan/meter at the end of September 2025 to 4.75 yuan/meter currently, with multiple price hikes occurring [2] - Upstream materials like electronic yarn are also expected to see price increases due to stable supply and structural adjustments, leading to a tight supply of traditional electronic yarn and strong support for high-end products [2] - Companies like International Composites and Honghe Technology are expected to report significant profit increases due to rising glass fiber product prices, with International Composites projecting a net profit of up to 350 million yuan in 2025 [2] Group 3 - AI servers require higher performance in signal transmission rates and data loss, driving the demand for low dielectric constant electronic cloth, which is a core material for high-frequency and high-speed copper-clad laminates [3] - The supply of low thermal expansion coefficient electronic cloth is expected to remain tight in 2026, with potential for further price increases [3] - The shortage of high-end electronic cloth is anticipated to accelerate the domestic substitution process in the industry, presenting a golden development period for domestic electronic cloth manufacturers [3]

智通财经APP获悉，据Omdia最新研究，2025年，全球平板市场继续复苏，全年出货量同比增长9.8%，达到1.62亿台。季度表现来看，节日季表现最为强 劲，2025年第四季度，出货量达4400万台，同比增长9.8%。 中东欧地区成为2025年增速最快的市场，其次为亚太地区。全年来看，除北美外，各地区均实现两位数增长，尽管北美全年略有下滑，但厂商与零售商的 节日促销活动在一定程度上缓解了年度降幅。 Omdia研究经理Himani Mukka表示："2025年，平板市场实现了自2020年疫情驱动的需求高峰以来的最高年度出货量。假日季的季节性需求，加上厂商在 预期内存供应紧张前的备货行为，为第四季度的出货量提供了显著支撑。然而，平板需求在2026年将面临越来越大的压力。" Mukka补充道："厂商需要在竞争力与盈利能力之间谨慎平衡，因为内存市场可能出现的进一步扰动将影响供应可得性并推高价格。增长机会将更加有 限，主要集中在发达市场的高端和旗舰机型更新周期，以及新兴市场受公共部门支持的教育需求。" "在产品方面，我们预计平板的定位和营销方式将发生变化，厂商将更多地将其塑造为生态系统中心的设备，以应对更受控的需求环境 ...

苹果公司本周表示，其2026财年第二季度的业绩将受到台积电尖端制程工艺处理器供应的限制。这是该 公司多年来首次发布此类声明。显然，随着基于台积电最新制程工艺的AI加速器产能不断提升，苹果 认为其无法确保足够的产能来为其热门产品生产更多芯片。 苹果公司首席执行官蒂姆•库克表示："在供应方面，我之前已经提到过我们在第二季度遇到的瓶颈，这 反映在凯文•帕雷克此前给出的营收预期中。正如我之前提到的，瓶颈在于先进制程节点的产能，这实 际上是由于第一季度业绩增长了23%，导致产能提升空间缩小，无法像我们希望的那样大幅提高产能所 致。" 该公司首席财务官凯文•帕雷克强调，其对下一季度的业绩指引是基于公司"对供应受限的最佳估计"， 这意味着情况瞬息万变。 原因1：台积电2纳米产能被疯抢 据报道，台积电的 2nm 工艺正在被芯片制造商大规模采用，NVIDIA、AMD 和 ASIC 设计商等都在争 夺产能。 随着人工智能热潮的兴起，高性能计算（HPC）客户在台积电的总收入中占据了相当大的份额，而且随 着N2级制程的出现，芯片制造商的影响力似乎只会进一步增强。据Ctee的一份报告显示，2nm制程的客 户目前产能达到历史最高水平，因 ...

Core Insights - The global tablet market is expected to recover in 2025, with a year-on-year shipment growth of 9.8%, reaching 162 million units [2] - The strongest performance is anticipated in the fourth quarter of 2025, with shipments reaching 44 million units, also reflecting a 9.8% year-on-year increase [2] - The Central and Eastern Europe region is projected to be the fastest-growing market in 2025, followed by the Asia-Pacific region [2] Market Performance - In Q4 2025, the global tablet market is expected to grow by 10% year-on-year [7] - Apple is projected to lead the market with shipments of 19.6 million iPads, a 16.5% increase driven by strong demand for the iPad Air and M5 chip-equipped iPad Pro series [7] - Samsung, despite being second, is expected to see a 9.2% decline in shipments to 6.4 million units due to overall market slowdown [7] - Lenovo is anticipated to have the fastest growth among major manufacturers, with shipments of 3.9 million units, a 36% increase [7] - Huawei and Xiaomi are also expected to show growth, with shipments of 3 million and 2.8 million units, reflecting increases of 14.8% and 10.1% respectively [7] Manufacturer Strategies - Manufacturers are advised to balance competitiveness and profitability, as potential disruptions in the memory market could affect supply availability and increase prices [4] - Growth opportunities are expected to be limited, focusing on high-end and flagship model refresh cycles in developed markets, as well as education demand supported by public sectors in emerging markets [4] - Product positioning and marketing strategies are anticipated to evolve, with manufacturers aiming to position tablets as central devices in ecosystems, incorporating cross-operating system functionalities and AI-driven experiences [4]

Apple Inc. (NASDAQ:AAPL) reported impressive sales growth in the fourth quarter of 2025, even as overall U.S. smartphone sales increased by only 1% year-over-year (Y/Y).Weak low-end and premium Android sales held back overall growth.Apple’s Record Sales Push Market Share to 69%Apple achieved its best sales quarter, expanding its market share to 69%, while Motorola rose to the #1 spot in the sub-$300 category with its new Moto G 2026 series devices, according to Counterpoint Research.Apple’s market share rea ...

以下文章来源于爱范儿 ，作者发现明日产品的 爱范儿 . 关注明日产品的数字潮牌 苹果的Indigo时刻。 来源｜ 爱范儿（ID：ifanr） 封面来源 ｜ IC photo 最懂iPhone相机的人，回到苹果了。 据Sebastiaande With本人披露，他将加入苹果Human Inter face Design(HID) Team，这是苹果的核心设计团队。 Sebastiaan是谁？你可能会对这个名字感到陌生，但你熟悉iPhone摄影，那大概率听过甚至用过他开发的应用——Halide。 Sebastiaan早年就是苹果的员工，曾参与Mobile Me到iCloud的转型工作，也参与了查找我的iPhone和查找我的朋友等功能的设计工作，后者演变成现在的 「查找（Find My）」应用。 再之后，他遇到从Twitter离职的工程师Ben Sandofsky，两人都对摄影很感兴趣，一拍即合！于是，2017年，专业摄影应用Halide正式推出。 两年后，由AI驱动的长曝光摄影软件Spectre Camera（Lux Optics）发布，这两个应用先后获得了App Store Award2019年度最佳应用奖项与 ...

2007年发布的iPhone，彻底改变了手机行业，也将苹果一度推上了神坛。其实，在iPhone诞生之前，苹果已经拥有了封神之作——iPod，一款对音乐播放器 和整个音乐行业产生过颠覆性影响的设备。只是，苹果最后一款iPod产品iPod touch 7发布于2019年，并于2022年停产，至此，iPod完全淡出了我们的视野。 对绝大部分人来说，智能手机时代，不再需要一台音乐播放器。 （图源：苹果） （图源：苹果） 但有人不这么看，而且此人正是「iPod之父」。近日，据Business Insider报道，在一次播客采访中，iPod创建者托尼·法德尔（Tony Fadell）称，苹果是时 候复活iPod了。而且，对于新款iPod的形态，托尼·法德尔还发表了自己的一些看法，包括在AirPods中内置iPod。 坦白说，在音乐播放器已经完全沦为小众产品的今天，贸然复活iPod产品线未必是明智之举。但是，如果在AI硬件大行其道的当下，用AI技术为iPod赋予新 的使命，让iPod以全新的身份重新归来，那么这个构想还真不一定是天方夜谭。毕竟，更早些时候，就有爆料称苹果正在暗中谋划一款类似于AI PIN的产 品。 在小雷看 ...

来源：环球网 【环球网科技综合报道】2月4日消息，据hardwarezone援引彭博社报道称，苹果公司正在积极探索一款 采用"方形翻盖式"设计的可折叠iPhone。这一动向表明，尽管市场普遍预期苹果将在2026年晚些时候率 先推出书本式（横向对折）可折叠iPhone，但该公司并未排除同步开发翻盖式（竖向对折）机型的可能 性。 据介绍，这款翻盖式可折叠iPhone将主打便携性与口袋友好型设计，目标用户群体更注重设备的小巧轻 便，而非追求极致的大屏体验。通过引入不同形态的可折叠产品，苹果有望覆盖更广泛的市场细分，满 足多样化消费者需求。 事实上，关于苹果研发可折叠设备的传闻由来已久。早在2021年，外媒就曾披露，苹果已开发出两款可 折叠iPhone原型机，其中一款即为采用柔性OLED屏幕的翻盖式设计。2024年，相关消息再度浮现，称 苹果内部正积极推进翻盖式可折叠设备的测试与评估。 不过，彭博社记者马克·古尔曼（Mark Gurman）也强调，目前这款翻盖式可折叠iPhone仍处于早期探索 阶段，"远未保证会上市"。苹果对新产品上市持高度谨慎态度，尤其在涉及全新形态和用户体验的关键 技术节点上，通常会进行多轮验证 ...

Core Insights - Apple has officially released Xcode 26.3, integrating AI capabilities through Claude Agent from Anthropic and Codex from OpenAI, marking a significant shift in its development environment [1][2][4] - The introduction of "Agentic Coding" allows developers to use natural language commands for various tasks, enhancing productivity and efficiency [4][5] - Despite the powerful features, user feedback is mixed, with some praising the integration while others report issues such as system hangs and poor code comparison [9][10] Group 1: AI Integration in Xcode - Xcode 26.3 introduces predictive code completion and allows AI agents to perform complex tasks autonomously, such as creating files and debugging [4][5] - The integration aims to enhance the development experience by providing seamless access to advanced AI models [7] - Apple's collaboration with OpenAI and Anthropic reflects a strategic move to catch up with competitors like Microsoft, which has already integrated AI into its development tools [10][11] Group 2: Market Position and Developer Ecosystem - The rise of AI-centric coding tools like Cursor and Windsurf has prompted Apple to adapt its IDE to avoid losing developer interest [10][11] - The trend indicates a shift from plugin-based AI capabilities to native integration within productivity software, suggesting a closing window for independent AI tools [11] - The evolving landscape may challenge developers to adapt their skills while also providing opportunities for innovation and efficiency in coding practices [11][12]