晚报 | 8月20日主题前瞻

Semiconductor Industry - Jiufengshan Laboratory has achieved a significant breakthrough in indium phosphide (InP) materials, successfully developing a 6-inch InP-based PIN structure detector and FP structure laser's epitaxial growth process, with key performance indicators reaching an international leading level. This marks the first domestic achievement in large-size InP material preparation, enabling a coordinated application from core equipment to key materials [1] - The breakthrough addresses the long-standing technical bottleneck in the industrial application of InP materials, which are crucial for optical communication and quantum computing. The industry has primarily been at the 3-inch process stage, with high costs hindering explosive growth in downstream applications. The new technology lays the foundation for the large-scale production of 6-inch InP optical chips [1] Satellite Internet - China successfully launched the low-orbit satellite internet group 09 from the Taiyuan Satellite Launch Center, marking the 590th flight of the Long March series rockets. From February to August this year, China has successfully launched satellite groups 02 to 09, with the launch interval significantly reduced from 1-2 months to 3-5 days, showcasing the rapid advancement in the commercial aerospace sector [2] - The satellite internet industry is seen as a new emerging sector formed by the integration of aerospace and next-generation information technology, covering commercial aerospace, deep space exploration, and satellite applications. The demand for satellite data is expected to rise, with predictions that the global space information and satellite internet industry could exceed $500 billion by 2026 [2] Apple Supply Chain - The Apple iPhone 17 has entered mass production, with Foxconn, the main manufacturer, ramping up hiring at its Zhengzhou plant. The iPhone 17 is expected to feature enhanced AI capabilities, improved SoC chip performance, and upgrades in thermal management, flexible printed circuit boards, batteries, and back covers, which may boost sales [3][4] Photovoltaic Industry - Xiangbang Technology has adjusted the prices of some photovoltaic adhesive films, increasing EVA products by 600 yuan/ton and EPE products by 400 yuan/ton, effective from August 18. The price increase is attributed to rising particle costs and improved supply-demand expectations [4] - The latest EVA particle price is reported at 9,800 yuan/ton, reflecting a 200 yuan/ton increase from the previous week, driven by low inventory levels. Despite a slight decline in component production in August, demand remains supported by the end of the off-season in Europe and the initiation of domestic bidding for mechanism electricity prices [4] Hongmeng Ecosystem - The Hongmeng ecosystem has surpassed 10 million terminal devices, marking a critical milestone. The Guangdong digital government has upgraded its services with the launch of the HarmonyOS NEXT app, which has completed its native architecture transformation [5] - The ecosystem has attracted over 20,000 native applications, with major apps like WeChat and Douyin achieving over 2 million downloads. The market for enterprise replacement demand is expected to exceed 20 million units by 2025, with Hongmeng PC potentially capturing a market share of over 35% [5]