每周观察 | 预计2026年QLC SSD出货有望爆发性增长；英伟达尝试调升HBM4规格；全球笔电出货量；全球AR装置出货…

Group 1 - The core viewpoint of the article highlights that the demand for AI-driven data is causing a severe shortage of Nearline HDDs, leading to a potential explosive growth in QLC SSD shipments by 2026 [2] - Nearline HDDs have a delivery cycle of 52 weeks, an average price of $0.015 per GB, and a maximum capacity of 32 TB, while QLC SSDs have a delivery cycle of 8 weeks, an average price of $0.05-$0.06 per GB, and a maximum capacity of 122 TB [3] Group 2 - NVIDIA is attempting to raise the specifications for HBM4, anticipating that SK Hynix will remain the largest supplier in the initial phase of HBM4 production in 2026 [2] - The global laptop market is expected to see a 2.2% year-on-year increase in shipments in 2025, reaching over 180 million units, driven by production capacity expansion in Southeast Asia [4][5] Group 3 - Meta's recent launch of the Meta Ray-Ban Display Glasses, utilizing LCoS display technology, is expected to increase the market share of LCoS products to 13% by 2026 [8]