活动聚焦人工智能终端重点产业链应用场景与创新产品供需对接，致力于推动产业链的强链与补链，构 建协同发展的良好产业生态。国家虚拟现实创新中心(青岛)、国家超高清视频创新中心(深圳)以及中兴 通讯、上海阶跃星辰智能科技、荣耀终端、北京银河通用机器人、国投智能等多家创新中心与代表性企 业，分享了在人工智能终端领域技术研发、产品创新、实践案例及生态建设等方面最新成果。与会代表 围绕人工智能终端融合应用的实施路径与发展模式进行深入交流与研讨，共同探索产业未来发展方向。 本次对接活动由厦门市工业和信息化局、中国计算机行业协会人工智能产业工作委员会共同主办。(完) 中新网厦门11月25日电 25日，2025年人工智能终端产业链专场对接活动在厦门举办，包括超高清视 频、虚拟现实、智能终端、半导体芯片、机器人、信创、智能硬件等核心赛道的中国人工智能全产业链 160多家优质机构与企业代表200多人参加对接活动。 对接活动集聚了华为、荣耀、小米、OPPO、上海海思、上海天数智芯、科大讯飞、视源股份、银河通 用机器人等一批行业领军企业。活动特别设置了小型展区，展示了信息通讯、智能终端、教育文旅、核 心芯片等领域12家代表性企业的30 ...

据智通财经报道，2025年印度钦奈的手机产业园里，塔塔集团接手的厂房外墙还挂着崭新的标语，车间 里却只有零星工人在调试设备。与此同时，河南郑州的富士康厂区灯火通明，载着高端iPhone组件的货 柜车排起长队，这种鲜明对比正在印度制造业版图上不断重复。外媒最近的报道戳破了"印度制造"的泡 沫——中国手机品牌虽未完全离场，但核心产能正加速撤离，留给莫迪的不仅是空置的厂房，更是难以 挽回的产业信任。 谁都记得几年前中国企业涌入印度的盛况。2014年莫迪喊出"印度制造"口号时，小米、vivo、OPPO带 着真金白银赶赴诺伊达、钦奈圈地，富士康更是砸下数十亿美元建iPhone生产线。那时候印度官员剪彩 时的笑容是真的，中国品牌占印度手机市场七成以上的份额也是真的，vivo赞助板球联赛的广告铺天盖 地，小米的门店在德里商场里人满为患。可这看似双赢的局面，在2020年边境摩擦后戛然而止。 编辑 先是267款中国App被以"安全风险"封禁，年轻人手机里的常用软件一夜变灰；接着税务局成了"常客"， 小米被追征数亿税款，银行账户直接冻结；vivo高管在2023年底被扣上"洗钱"罪名，数亿美元资产遭查 封。这些针对性措施背后，是印 ...

Core Insights - The domestic smartphone market in China saw an approximate 8% week-on-week increase in market size during the week of November 10-16, 2025, with Apple leading at 24.1% market share, followed by Xiaomi at 17.2% and Vivo at 15.8% [1] - The iPhone 17 series achieved cumulative sales of 10.77 million units by November 16, 2025, significantly outperforming competitors like Xiaomi, Vivo, and OPPO [1][2] - Apple's Q4 FY2025 revenue reached a record $102.47 billion, marking an 8% year-on-year increase, while net profit surged by 86% to $27.47 billion [4] Smartphone Market Performance - Apple's iPhone sales in China increased by 37% year-on-year in October 2025, with a market share rise to 25%, the highest since 2022 [2] - Xiaomi's 10 series saw a 7% year-on-year sales increase in October, securing the second position in the market [2] - OPPO's new Find X9 model drove a 19% year-on-year sales growth in October [2] Apple Financial Performance - In Q4 FY2025, iPhone revenue grew by 6.1% year-on-year to $49 billion, although it fell short of analyst expectations [4] - Revenue from the Greater China region declined by 3.6% year-on-year to $14.49 billion, making it the only region to experience a revenue drop [4] - Despite the decline in the Greater China market, there are no immediate signs of a significant drop in demand for the iPhone 17 series [4]

华为Mate 80系列发布。 今日举行的华为全场景新品发布会上，余承东宣布正式推出全新的Mate 80及Mate 80 Pro系列机型， HUAWEI Mate 80系列起售价4699元，HUAWEI Mate 80 Pro系列起售价5999元。首发搭载HarmonyOS6 操作系统，11月28日正式开售。 华为新款折叠屏手机Mate X7正式发布，该机首次商用A2A（Agent to Agent）智能体协作，从"值 机"到"买菜"甚至"理财"，只需一句指令，它就能搞定。 此外，华为WATCH ULTIMATE DESIGN 非凡大师紫金款正式发布，搭载HarmonyOS 6系统，支持北斗 卫星语音消息、eSIM独立通信、星闪连接、手势操控车门、150米潜水等，售价24999元。 在华为终端业务发力和智能汽车业务等诸多业务发力之下，华为上半年营业收入继续保持增长，不过， 由于研发大手笔投入和公允价值收益变动影响，净利润出现下滑。 8月底，华为发布2025年半年报显示，今年上半年营收4270.39亿元，同比增长3.94%，净利润371.95亿 元，同比下降32%。其中，研发投入969.50亿元，同比增长9.04 ...

Core Viewpoint - The company has established partnerships with major domestic and international smartphone brands, indicating a strong position in the RF front-end product market [1] Group 1 - The company’s RF front-end products are utilized in smartphones from brands such as Samsung, vivo, Xiaomi, OPPO, and Honor [1] - The company has entered partnerships with leading ODM manufacturers like Huakong Communication and Longqi Technology [1] - The company also collaborates with top wireless communication module manufacturers including Quectel, Guanghetong, and Rihai Intelligent [1]

新京报贝壳财经讯（记者韦博雅）11月25日，华为Mate 80系列手机发布。其中，Mate 80 RS 非凡大师 支持双实体卡和双eSIM。此前，苹果、OPPO已发布支持eSIM的手机。 IDC数据显示，2025年第三季度，华为以1040万台的出货量和15.2%的市场份额，在中国前五大智能手 机厂商市场表现中排名第三。IDC还指出，华为在600美元以上高端市场中占据约三分之一份额。 华为常务董事、产品投资委员会主任、终端BG董事长余承东介绍，华为Mate 80 Pro Max首次实现全金 属设计，并行业首发全金属架构增强天线。余承东表示，该增强天线破解了5G时代因频段多、天线要 求高导致智能手机难以采用全金属机身的行业难题。通过增强天线，Mate 80 Pro Max信号强度比Mate 70 Pro+还提升了1dB。 校对 穆祥桐 除此之外，Mate80系列针对全金属材质可能阻碍无线充电的技术痛点，在底部环形区域隐藏无线充电 线圈，可实现无线充电功能。 价格方面，Mate80售价4699元起，Mate80 Pro售价5999元起，Mate80 Pro Max售价7999元起，Mate80 RS非凡大师售价11 ...

华为Mate 80系列发布。 今日举行的华为全场景新品发布会上，余承东宣布正式推出全新的Mate 80及Mate 80 Pro系列机型， HUAWEI Mate 80系列起售价4699元，HUAWEI Mate 80 Pro系列起售价5999元。首发搭载 HarmonyOS6操作系统，11月28日正式开售。 华为新款折叠屏手机Mate X7正式发布，该机首次商用A2A（Agent to Agent）智能体协作，从"值 机"到"买菜"甚至"理财"，只需一句指令，它就能搞定。 市场研究机构IDC发布的最新报告显示，2025年第二季度，中国智能手机市场出货量为6886万台，同比 下降4.1%。在这一背景下，华为以1250万台的出货量时隔多年重返国内市场榜首，市场份额达18.1%。 紧随其后的是vivo，出货1190万台，市场份额17.3%；OPPO出货1070万台，市场份额15.5%；小米出 货1040万台，市场份额15.2%；苹果则以960万台排名第五，市场份额13.9%。 此外，华为WATCH ULTIMATE DESIGN 非凡大师紫金款正式发布，搭载HarmonyOS 6系统，支持北 斗卫星语音消息、eSI ...

Core Insights - In October, Xiaomi and OPPO topped the list of activated devices for new flagship smartphones in China, indicating strong market performance for these brands [1] - The top three activated devices were the Xiaomi 17 Pro Max, Xiaomi 17 Pro, and OPPO Find X9 Pro, showcasing the popularity of these models [1] - The overall smartphone shipment in China from January to September 2025 reached 220 million units, with an average monthly shipment of 24.4 million units, reflecting a robust market demand [1] - AI capabilities are becoming a key driver for consumers when upgrading their devices, suggesting a shift in consumer preferences and a new growth cycle for the market [1]

来源：环球网 【环球网科技综合报道】11月25日消息，"天通+北斗"国产星基高精度定位服务近日在武汉正式开启试 商用。这一举措不仅为北斗系统规模化应用注入强劲动力，更对我国综合PNT（定位、导航、授时）体 系自主化建设起到重要支撑作用，标志着我国卫星通信与导航融合应用迈入新阶段。 作为我国首个自主建设的卫星移动通信系统，天通卫星系统由中国航天科技集团有限公司研制、中国电 信独家运营，自2016年首颗"天通一号01星"成功发射以来，已构建起覆盖广泛、稳定可靠的卫星通信网 络。中国电信集团市场部副总经理沈骏祥介绍，天通卫星的覆盖范围不仅囊括我国全境领土和领海，还 延伸至东南亚、西太平洋等地区，更已实现对中国及周边地区、中东、非洲，以及太平洋和印度洋大部 分海域的全面覆盖，在应急通信、海洋通信和偏远地区通信保障等领域发挥着不可替代的作用。 随着智能手机直连卫星技术的突破性进展，天通卫星系统的应用场景正持续拓展。目前，该系统已与华 为、小米、vivo、OPPO、荣耀、三星等主流品牌的多款旗舰机型实现兼容，让用户在无地面网络覆盖 的极端环境下，也能通过手机便捷实现卫星通话与数据传输，真正将卫星通信服务融入大众生活。 天 ...

Core Viewpoint - The gaming giant NetEase is undergoing a significant separation from major domestic Android phone manufacturers, leading to the removal of its games from various app stores, indicating a shift in the gaming distribution landscape in China [4][12]. Group 1: Industry Changes - A growing number of users are reporting the disappearance of NetEase games from app stores of major Android brands like OPPO, Xiaomi, and Vivo, starting with less popular titles and escalating to major games [2][4]. - The traditional revenue-sharing model, often referred to as "Android tax," where 50% of revenue goes to phone manufacturers, is becoming increasingly unsustainable for game developers due to rising development and marketing costs [8][9][12]. - The emergence of new platforms, particularly short video platforms, has diverted traffic away from traditional app stores, prompting developers to seek alternative distribution methods [12][18]. Group 2: Developer Strategies - In response to the changing landscape, major developers like NetEase and Tencent are moving away from channel servers, indicating a shift towards official game servers to retain user data and provide better service [14][20]. - Smaller developers may still rely on channel servers for exposure and user acquisition, but they face challenges as the market evolves [20][24]. Group 3: App Store Dynamics - The app store ecosystem is experiencing a crisis of relevance, with many popular games and applications becoming difficult to find, leading to a decline in user trust [16][18]. - Platforms like TapTap are gaining traction by offering a more authentic user experience, including community engagement and genuine player reviews, contrasting with traditional app stores [18][24]. Group 4: Future Considerations - The current revenue-sharing model is under scrutiny, with calls for a reduction in the high 50% cut taken by app stores to foster a healthier ecosystem for developers [24]. - There is a need for phone manufacturers to enhance their app store offerings by improving user experience and community engagement to remain competitive [22][24].