如果您希望可以时常见面，欢迎标星收藏哦~ 存储芯片价格飙升正迫使全球最大的电子产品公司面对三个让人难以接受的选项：提高产品售价， 自行消化成本，调整产品配置。 这是全球性的人工智能(AI)热潮给供应链带来的严重影响，AI需要大量数据中心的支持，而数据 中心的伺服器需要海量存储芯片。 其结果就是智能手机、个人电脑、游戏机和其他各种电子产品的制造商面临存储芯片告罄，并引发 了从去年年初开始的历史性价格上涨。 根据科技市场研究机构集邦(TrendForce)的追踪数据，过去12个月，DRAM和NAND闪存的合约 价格大约上涨至原来的七倍。 在AI基础设施投资依然火热的背景下，存储芯片价格短期内下跌的可能性看来不大。行业分析师 表示，供应料将保持紧俏，直到2028年底。 科技市场研究公司国际数据公司(International Data Corp.)的副总裁Bryan Ma表示，这场「存储 芯片荒」对消费电子行业来说不是时候，因为该行业正试图给自己的产品配备更多AI功能。 戴尔科技集团(Dell Technologies)已将部分商用笔记型电脑价格上调了最高30%，其竞争对手宏碁 (Acer)的经济型个人电脑现在的多 ...

Core Viewpoint - Apple experienced a significant decline in its stock price, marking its worst day in approximately 10 months, primarily due to delays in its AI developments and regulatory scrutiny from the FTC [1][9]. Group 1: Stock Performance - On February 12, Apple shares initially showed strong performance, being the only smartphone maker to grow in China in January [1]. - However, the stock plummeted 5% from $275.50 to $261.73, closing at $261.73, and continued to decline by 0.53% in after-hours trading, reaching $260.35 [2][1]. Group 2: AI Development Delays - Apple is postponing its anticipated AI update for the Siri personal assistant, which is seen as detrimental given the company's late entry into the AI market [5]. - The delay is particularly concerning as AI is a critical component in many bullish forecasts for 2026 [6]. Group 3: Regulatory Scrutiny - The stock's decline was exacerbated by news of regulatory scrutiny from the Federal Trade Commission (FTC), which is investigating Apple's terms of service and allegations of censoring conservative voices on Apple News [9]. - This scrutiny comes amid a broader trend of litigation against media firms by the Trump administration [10].

苹果成为唯一实现增长的头部品牌，销量同比增长 8%，市场份额升至近五年 1 月最高水平。这一成绩得益于 iPhone 17 系列的持续热度（标准版符合政府 补贴条件，性价比凸显，销量环比增 9%），且该系列降价幅度较小，为后续利润优化或价格调整预留空间，支撑长期销量韧性。 其他国产头部品牌均遭遇两位数下滑。小米（含 Redmi）下滑 36%、vivo（含 iQOO）下滑 29%、OPPO（含一加、realme）下滑 19%、荣耀下滑 26%，"Others" 品牌下滑 24%。Counterpoint 分析指出，核心症结在于 2025 年初补贴政策的 "透支效应"—— 去年 1 月补贴恰逢春节促销前置了需求，而 2026 年补贴力度减弱、消费需求疲软，对销量刺激有限。 2 月 12 日，Counterpoint Research发布最新数据，2026 年 1 月中国智能手机市场整体销量同比下滑 23%。核心原因包括 2025 年初补贴政策形成的高基数效 应、2026 年补贴力度减弱，以及农历新年时间错峰对消费节奏的影响。 从厂商来看，华为以 19% 的市场份额位列第一，但受去年补贴刺激的高基数、Nova 系列 ...

Andrew Ferguson, the Federal Trade Commission (FTC) Chairman, has written a letter to Apple Inc. (NASDAQ:AAPL) CEO Tim Cook expressing concerns about alleged political bias in the company’s news service.FTC Chairman Flags Political Bias in Apple NewsIn a letter sent to Cook on Wednesday, Ferguson raised concerns about allegations that Apple News has been systematically promoting news articles from left-wing outlets while suppressing content from conservative publications.Ferguson, in his letter, highlighted ...

监管层面的压力同时袭来，周三FTC主席安德鲁·弗格森致信苹果CEO蒂姆·库克，要求其审查苹果新闻 应用的服务条款及内容筛选政策。 此外，行业大环境也加剧了苹果股价的波动。尽管苹果上月公布的一季度财报超出华尔街预期，但近期 华尔街普遍担忧大型科技公司在AI领域投入过高，叠加软件行业不确定性加剧，投资者态度趋于谨 慎。本周二，瑞银集团以"软件行业不确定性"和"高额资本支出"为由，将美国科技板块评级下调至中 性，此前一周软件股已出现抛售潮，进一步拖累了苹果股价。（旺旺） 图为外媒报道截图 彭博社报道称，苹果备受期待的Siri人工智能升级已在内部推迟至今年5月甚至更晚，该更新原本预计几 周内推出，如今可能需要数月时间分阶段落地。对此，苹果向CNBC证实，新版Siri仍计划在2026年推 出，并未偏离既定时间表，其最初计划2025年春季推出，后曾因功能未就绪延期，此次内部推迟暂不构 成公开层面的延迟。 来源：环球网 【环球网科技综合报道】2月13日，据外媒CNBC报道，苹果公司股价当地时间周四遭遇重创，单日下 跌5%，收盘价跌至261.73美元，创下自去年4月以来的最差单日表现，不仅抹去了全年所有涨幅，还使 得其202 ...

Investment Rating - The report maintains an "Outperform" investment rating for the communication industry [4][7]. Core Insights - In January 2026, the communication industry index increased by 5.47%, outperforming the Shanghai Composite Index (+3.76%), CSI 300 Index (+1.65%), Shenzhen Component Index (+5.03%), and ChiNext Index (+4.47%) [3][13]. - The capital expenditure of the four major North American cloud providers is expected to grow significantly, with a projected increase of over 60% in 2026 [6][24]. - The procurement results for special optical cables by China Mobile indicate that eight manufacturers, including Tongding Interconnection and Yangtze Optical Fibre and Cable, have been selected, highlighting the focus on key sectors such as industrial manufacturing and digital government [6][7]. Summary by Sections Industry Performance - The communication industry index showed a strong performance in January 2026, with a 5.47% increase, outperforming major indices [3][13]. - Sub-sectors within the communication industry saw varied performance, with cable, other communication equipment, and system equipment rising by 19.70%, 10.72%, and 7.85% respectively [16]. Telecommunications Sector - In 2025, the telecommunications business revenue reached CNY 1.75 trillion, a year-on-year increase of 0.7% [6][45]. - By December 2025, 5G mobile phone users accounted for 65.9% of total mobile phone users, with a monthly data usage (DOU) of 23.04GB per user, reflecting a 17.0% year-on-year increase [6][45]. Cloud Infrastructure Investment - The combined capital expenditure of the four major North American cloud providers in Q4 2025 was USD 126 billion, marking a 62.0% year-on-year increase [24][25]. - For 2026, the total capital expenditure guidance for these providers exceeds USD 660 billion, with an expected growth of 61.0% [24][25]. AI and Smartphone Market - The retail sales of communication equipment in China increased by 20.9% year-on-year in December 2025, driven by the demand for smartphones [44]. - The global smartphone shipment is projected to grow by 2% in 2025, reaching 1.25 billion units, with AI smartphones expected to penetrate 34% of the market by 2025 [6][44]. Investment Recommendations - The report suggests focusing on companies involved in optical devices, optical chips, optical modules, and AI smartphones, including Tianfu Communication, ZTE, and China Mobile [7][6].

Core Insights - The Chinese tablet market is projected to reach a shipment volume of 33.76 million units in Q4 2025, reflecting a year-on-year growth of 13.1%, with a 7.2% increase in Q4 alone [1] - The "National Subsidy" policy has positively influenced consumer confidence and purchasing decisions, leading to an improved willingness to upgrade devices [1] - Market growth is transitioning from being policy-driven to being driven by product features and consumer demand as the "National Subsidy" policy begins to tighten in some regions [1] Market Performance - In Q4 2025, the Chinese tablet market experienced a year-on-year shipment growth of 7.2%, supported by an ongoing device upgrade cycle and continuous product feature enhancements by manufacturers [1] - Huawei maintained its leading position with a market share of 29.2%, despite a decline of 3.1% from the previous year [2] - Apple ranked second with a market share of 24.5%, showing a year-on-year increase in shipment volume [3] Manufacturer Analysis - Xiaomi held the third position with a market share of 13.1%, achieving double-digit growth in annual shipments [3] - Lenovo and Honor ranked fourth and fifth, with market shares of 9.7% and 8.6% respectively, with Lenovo experiencing a notable increase of 3.0% year-on-year [2] - Huawei's new product, the MatePad Edge, integrates PC-level systems and enhances the tablet's positioning for office and multi-scenario use, maintaining high market attention [2] Future Outlook - The expansion of the user base provides a solid foundation for device upgrades, although rising costs are increasing market uncertainties [3] - There is an urgent need for deeper exploration of AI and scenario-based upgrade paths in the industry [3]

Core Insights - Apple's long-awaited new version of the Siri voice assistant has encountered multiple technical issues during internal testing, leading to potential delays in the rollout of several AI features originally scheduled for the March iOS 26.4 update [2] - This marks the second significant delay for the upgraded Siri since its announcement in 2024, with initial plans for a major AI upgrade using the Apple Foundation Models platform [2] - The core issues reported by testers include response stability and accuracy, with problems such as incorrect handling of user queries and excessive response times [2] Feature Delays - The two core features most likely to be delayed are the expansion of Siri's access to personal data and the advanced voice application control system, both of which currently lack the stability required for launch [3] - These features were initially expected to debut in early 2025 but have faced postponements due to the underperformance of the in-house AI model [2][3]

IT之家附具体排名如下： 从季度表现来看，2025 年第四季度中国平板电脑市场出货量同比增长 7.2%。在换机周期延续及厂商持 续推动产品功能升级的背景下，市场出货规模保持增长态势。但随着"国补"政策在部分地区逐步收紧， 其对需求的拉动效应有所减弱，第四季度市场同比增速较前三季度出现放缓，市场逐步由政策驱动向产 品与需求驱动过渡。 2025 年第四季度 苹果市场份额 26.7%，同比减少0.8% 华为市场份额 24.9%，同比减少2.9% 2 月 13 日，近日，国际数据公司（IDC）发布了 2025 年第四季度中国平板电脑市场季度跟踪报告。 2025 年中国平板电脑市场出货量为 3376 万台，同比增长 13.1%。在换机周期的大背景下，"国补"政策 的叠加有效刺激了消费信心与购买决策，用户换机意愿明显提升，销售转化率同步改善，推动全年市场 规模实现双位数增长。 | | 2025年第四季度，中国前五大智能平板电脑厂商 -- 市场份额、 | | 同比增幅 | | --- | --- | --- | --- | | 「商 | 2025年第四季度 市场份额 | 2024年第四季度 市场份额 | 市场份额变化 | ...

Core Viewpoint - Alphabet Inc.'s YouTube has launched a dedicated app for Apple Inc.'s Vision Pro, addressing a significant gap in the headset's entertainment offerings two years post-launch [1][2] Group 1: YouTube App Launch - The new YouTube app for Vision Pro closely resembles the version available on Samsung's Galaxy XR, providing full access to billions of videos and supporting 3D, 180-degree, and 360-degree content [1] - Prior to this launch, YouTube was only accessible through the Safari web browser on the Vision Pro, limiting user capabilities such as offline video downloads [2] Group 2: Market Context - The delayed release of the YouTube app highlights the niche status of Apple's Vision Pro, which, despite its technical capabilities, lacks a robust app ecosystem compared to other Apple devices [3] - Netflix Inc. has not yet released a dedicated app for the Vision Pro, indicating ongoing challenges in attracting major content providers to the platform [3] Group 3: Third-Party Developments - Some third-party developers attempted to create unofficial YouTube players for the Vision Pro's operating system, but many were removed from the App Store for violating terms of service [4] - The official YouTube app is now available as a free download [4]