来源：环球网 macrumors报道指出，此次合作不仅是苹果供应链多元化布局的重要一步，也标志着iPhone核心组件首 次落地美国生产。行业分析指出，苹果选择三星打破索尼垄断，一方面是看中其堆叠传感器的先进技 术，另一方面也有意分散供应链风险、贴近美国本土市场需求。据悉，搭载该新型传感器的iPhone 18 系列预计于2027年上半年发布。（旺旺） 外媒报道称，苹果与三星已于今年8月达成合作协议，三星将为iPhone 18打造首款商用三层堆叠图像传 感器。该传感器通过垂直堆叠多传感器层，可显著提升像素密度、弱光拍摄能力和动态范围，同时实现 更快读取速度与更低功耗，技术实力较当前索尼供应的传感器大幅升级。 【环球网科技综合报道】12月25日消息，据macrumors报道，苹果iPhone供应链将迎来重大调整——三 星将在美国得克萨斯州奥斯汀工厂为iPhone 18系列生产高端图像传感器，这标志着苹果终结了索尼对 iPhone图像传感器的独家供应格局。 为推进该项目，三星计划向奥斯汀工厂投资190亿美元，目前已启动设备安装筹备工作，公开招募机 械、电子技术人员及管理人员，并预计于2026年3月让新生产线正式投产。 ...

2025年全球TV出货与终端零售市场备货节奏有一定的错位，一季度受中国国补强预期以及北美关税政策扰动，品牌出货强劲;二季度品牌严格进行库存管 理出货同比下滑，三季度在库存管理后需求恢复正常，四季度虽终端大促表现不佳，但受世界杯备货及半导体器件价格上涨提前拉货推动出货量超预期。 根据群智咨询数据显示，2025年全球出货量预计为2.21亿台，同比下降0.7%。 展望2026年，虽然世界杯赛事拉动，北美退税季及印度消费税改对需求有一定支撑，但受存储芯片等半导体价格飙涨带来生产成本压力陡增等因素影响， 预计全球TV市场全年出货量同比下降0.6%。然而成本压力有望转化为产品结构升级的推动力，带动平均尺寸恢复增长，预计2026年全球TV出货面积同比 增长2.3%。 三星(Samsung)：供应链减负+高端创新强化竞争力 品牌策略：从"规模扩张"转向"价值提升"，差异化路径构建壁垒 面对成本上升、利润下滑的现状，全球TV市场Top10品牌群凭借供应链韧性、全球化布局、产品技术实力、品牌并购等综合优势，积极扩张市场份额，群 智咨询数据显示，全球TV市场Top10品牌群出货量有望在2026年实现同比1.7%的增长。分品牌来看： ...

Key Takeaways KGC is highlighted for strong production, rising cash flow and shareholder returns amid favorable gold prices.SONY's entertainment-led strategy is driven by PlayStation growth, active users and a revised 2025 outlook. HSBC's focus on Asia and the Middle East, while exiting non-core markets, bodes well. As we head into 2026, investors may benefit from adding international stocks to their portfolios, alongside U.S. equities, to enhance risk diversification. While domestic stocks continue with th ...

本文源自：智通财经网 智通财经获悉，周二，索尼(SONY.US)盘前反弹超3%，该股近期持续走低，现报25.99美元。消息面 上，索尼公司以6.3亿加元的价格从加拿大儿童娱乐公司WildBrain手中收购了拥有漫画家查尔斯·舒尔茨 创作的《花生漫画》版权(角色包括史努比和查理·布朗)的Peanuts Holdings公司41%的股份。此次交易使 索尼集团自2018年开始便逐步增持的股份比例增加至80%，舒尔茨家族持有剩余20%的股份。 ...

Core Viewpoint - Sony has acquired a 41% stake in Peanuts Holdings from WildBrain for CAD 630 million, increasing its ownership to 80% since 2018, with the Schulz family retaining the remaining 20% [1] Group 1: Acquisition Details - The acquisition price for the 41% stake in Peanuts Holdings is CAD 630 million [1] - This transaction allows Sony to increase its stake in Peanuts Holdings from 39% to 80% [1] - The remaining 20% of Peanuts Holdings is still owned by the Schulz family [1] Group 2: Market Reaction - Sony's stock rebounded over 3% in pre-market trading, currently priced at USD 25.99 [1] - The stock had been on a downward trend prior to this news [1]

Core Viewpoint - Sony has acquired a 41% stake in Peanuts Holdings from WildBrain for CAD 630 million, increasing its ownership to 80% since 2018, with the Schulz family retaining the remaining 20% [1] Group 1: Company Acquisition - Sony's acquisition of Peanuts Holdings enhances its portfolio in children's entertainment, particularly with iconic characters like Snoopy and Charlie Brown [1] - The deal reflects Sony's strategy to gradually increase its stake in Peanuts Holdings, demonstrating a long-term commitment to the brand [1] Group 2: Financial Impact - The acquisition was valued at CAD 630 million, indicating a significant investment by Sony in expanding its intellectual property assets [1] - Following the announcement, Sony's stock rebounded over 3%, indicating positive market sentiment towards the acquisition [1]

Group 1 - Sony's stock rebounded approximately 3% in pre-market trading after experiencing a six-day decline [1] - The company acquired a 41% stake in Peanuts Holdings from WildBrain for 630 million Canadian dollars, increasing its ownership to 80% [1] - The remaining 20% of Peanuts Holdings is still owned by the Schulz family, who created the Peanuts comic strip featuring characters like Snoopy and Charlie Brown [1] Group 2 - Sony's closing price was 25.230, down 0.67%, with a pre-market price of 25.950, up 2.85% [2] - The stock's 52-week high is 30.340, and the 52-week low is 19.741, indicating significant price fluctuations [2] - The company's total market capitalization is approximately 150.458 billion [2]

Core Insights - Yellow.ai has laid off over 100 employees, accounting for approximately 30% of its workforce, primarily affecting engineering and product teams [1][2] - The layoffs are part of a strategic shift towards agentic AI technologies, which require fewer personnel for development and support [3][4] - The company has deferred salary increments and appraisals for the past two years, indicating ongoing cost-cutting measures [2] Financial Performance - Yellow.ai's revenue in India declined marginally to INR 233.6 Cr in FY25 from INR 237.9 Cr in the previous fiscal year, while employee benefit expenses decreased by 23% YoY [4] - Despite the decline in local revenue, the company reported strong consolidated global growth of about 40% in FY25, with the North American market expanding nearly 90% [5] Compliance and Regulatory Issues - The auditor's report flagged non-compliance with FEMA regulations related to foreign currency advances, but Yellow.ai stated that it is a procedural matter and is working to regularize the situation [5][6][7] Business Model and Market Position - Founded in 2015, Yellow.ai transitioned from a consumer-facing model to a platform-led approach for enterprises, allowing them to manage chatbots and customer interactions [8][9] - The company serves over 1,100 enterprises across 85 countries, automating more than 16 billion conversations annually [10][11] - Yellow.ai competes with other players in the conversational AI space, such as Gupshup and Haptik [12]

From star-driven films to much-awaited new seasons, January is going to be a busy month for streaming platforms like Netflix, JioHotstar, Prime Video, Sony LIV and ZEE5. Here’s a look at what’s coming your way, with release dates first, followed by what you can expect from each title.Upcoming Bollywood OTT releases in January 2026Haq: January 2, 2026 | Platform: NetflixJanuary will kick off on a serious and thought-provoking note with Haq, a courtroom drama inspired by the landmark Shah Bano case. The film ...

Core Viewpoint - The video game console industry is facing significant challenges due to rising memory chip prices, which could lead to increased costs for consumers and potentially lower demand for consoles [1][3]. Group 1: Industry Challenges - Sales of video game consoles are already under pressure from tariff issues and weak consumer spending [1]. - A surge in demand for dynamic random access memory (DRAM) chips, essential for gaming consoles, is outpacing supply as the tech sector focuses on artificial intelligence infrastructure [1][2]. - Memory chip manufacturers are prioritizing higher-margin data-center chips, further constraining supply for consumer devices [2]. Group 2: Price Increases - Console makers may need to raise prices due to increased chip costs, which could negatively impact demand following previous tariff-driven price hikes [3]. - Analysts predict that console prices could rise by 10% to 15% over the next one to two years, while PC prices could increase by as much as 30% due to rising memory prices [4][5]. Group 3: Market Forecasts - Counterpoint Research estimates that memory prices could rise by 30% in late 2025 and an additional 20% early next year, following a 50% increase this year [6]. - TrendForce has revised its growth forecast for the console market down to 5.8% for this year, from a previous estimate of 9.7%, and anticipates a 4.4% decline in 2026 [7]. - Spending on gaming hardware fell by 27% last month, with unit sales reaching their lowest level since 1995, as the average price of new gaming devices hit a record high [7].