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亚洲生产了全球75%的芯片
半导体行业观察· 2025-09-25 03:35
穆迪指出,尽管海外投资不断增加,以及中国大陆的发展势头强劲,但台湾、韩国和日本仍将继续主 导高端芯片制造。 报告也说,半导体已成为东南亚地区出口和制造业增长的重要引擎。去年,半导体占马来西亚商品出 口总额的26%,菲律宾为32%。越南的半导体出口占比也稳步上升,到2023年已达到约6%。 公众号记得加星标⭐️,第一时间看推送不会错过。 来源 : 内容来自 联合早报 。 地缘政治紧张局势与经济不确定因素促使亚洲半导体企业加快寻求地域多元化布局。未来五年,亚洲 有望凭借成本优势、成熟的产业生态系统及深厚技术专长,继续在全球半导体制造领域保持领先地 位。 国际信用评级机构穆迪(Moody's)最新发布的报告指出,亚洲目前掌握全球超过75%的晶片制造产 能,涵盖逻辑芯片、存储芯片和DAO晶片(指的是分立、模拟、光电子和传感器),以及关键材料 的供应链。 穆迪说,组装、测试和封装市场目前主要集中在北亚地区,但东南亚也正稳步推进产能扩张。东南亚 目前拥有的相关设施数量仅次于中国大陆和中国台湾,预计到2032年将占据全球约24%的产能。 从细分市场来看,马来西亚在半导体制造的后端环节依然保持领先。随着外国投资持续增长,越南 ...
“数字西藏”助力西藏经济高质量发展
Ren Min Wang· 2025-09-19 14:05
在经济领域,数字化转型成为西藏产业升级的强劲引擎。智慧农牧业蓬勃发展,通过物联网技术,牧场 实现了对牦牛等牲畜生长环境、健康状况的精准监测,提高了养殖效率和产品质量;西藏文化产业与数 字技术深度融合,唐卡绘制、藏戏表演等通过数字化手段得以更好地传承与推广,还衍生出了数字文创 产品,吸引了众多年轻人的关注。同时,电商平台的兴起,让西藏的特色农产品和手工艺品找到了更广 阔的市场,带动了当地群众增收致富,为乡村全面振兴注入了新动能。 "数字西藏"的建设,也让社会治理更加高效、精准。依托大数据和人工智能技术,构建智慧政务平台, 及时掌握社情民意,有效解决群众关切的问题,让群众办事"最多跑一次"甚至"一次不用跑"成为现实。 在生态保护方面,数字技术同样发挥着重要作用,利用卫星遥感、无人机巡查等技术,对西藏生态环境 进行实时监测和保护。 "数字西藏"的建设,不仅是科技进步的体现,更是西藏各族人民追求美好生活的生动实践。展望未来, 随着数字技术的不断创新与发展,"数字西藏"必将为实现中华民族伟大复兴的中国梦贡献更多力量。 从海拔5000多米的无人区架设起5G基站,到藏医药典籍借助数字化技术重焕生机;从智慧牧场实时监 测牦牛 ...
什么是上海商城APP开发公司?
Sou Hu Cai Jing· 2025-09-18 23:20
上海商城APP开发公司为企业提供专业的定制化服务,旨在提升线上购物体验。在数字时代,这些公司利用先进技术和丰富经验,以用户为中 心,帮助商家更好地满足顾客需求。通过设计友好的界面和稳定的功能,这些公司能显著提高客户满意度。此外,完善的售后服务也为客户在项 目后期的维护与优化提供了保障。整体而言,选择合适的上海APP定制开发公司不仅能帮助企业顺利完成项目,还能在竞争激烈的市场中取得优 势。 上海商城APP开发公司是专注于为企业量身定制线上购物应用的专业团队。这些公司利用先进的技术和创新理念,帮助商家提升用户互动和购物 体验。通过专业化的开发,企业能够实现更高的客户转化率,增强市场竞争力。其优势在于拥有技术娴熟的开发团队和丰富的行业经验,能够快 速响应市场变化,为客户提供持续的技术支持。此外,这些公司通常具备完善的售后服务体系,确保每个项目在上线后都能获得有效维护和持续 优化,从而充分满足用户需求并推动业务增长。 随着数字化进程加快,上海商城APP开发公司在市场中扮演着越来越重要的角色。这些公司利用前沿技术和丰富的行业经验,为企业提供个性化 的解决方案,帮助其提升用户体验和竞争力。目前,上海的APP开发市场竞争激 ...
陕西完成首个5G智能分布式故障自愈测试
Zhong Guo Dian Li Bao· 2025-09-18 06:08
示范项目以铜川市核心区域"华原东线—华正线"联络线路为场景,应用5G技术探索提升信息安全水平 及供电可靠性。通过在调度端建设SPN设备接入移动5G传输网,以硬切片方式打通终端到主站数据通 道,构建无线、高速、安全的通信链路;在网络层部署下沉UPF设备、AR路由器实现端到端数据直 连,为终端间建立高速的本地信息通道;改进5G配电终端的功能要求、性能指标、控制逻辑、维护手 段及管理规范。该公司突破传统级差保护、重合识别故障的传统模式,100毫秒内精准切除和隔离故 障,1秒内实现转供负荷,系统故障处置速度大幅提升。 此次测试为基于5G的配电自动化智能分布式FA系统方案设计、运行方式、实用化运维、管理规范等方 面积累了宝贵经验,为后续系统性推广配电网故障自愈功能打下了基础。 9月10日,陕西省首个基于5G通信的智能分布式馈线自动化(FA)示范项目,在国网陕西铜川供电公司 完成现场测试。馈线自动化测试系统显示"案例执行完成,实测结果合格",标志着该公司配电自动化应 用在故障处置效率上成功实现从"秒级隔离"向"秒内自愈"的突破,为配电网高质量发展实现新突破提供 支撑。 ...
飞骧科技IPO:市占率全球领先 3年营收复合增长55%后净利转正
Zheng Quan Ri Bao Wang· 2025-09-17 06:46
Core Viewpoint - Shenzhen Feixiang Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, aiming to raise funds primarily for enhancing R&D capabilities and optimizing product performance, particularly in high-performance and ultra-compact PA integrated modules [1] Group 1: Financial Performance - From 2022 to 2024, the company's revenue is projected to grow from 1.022 billion to 2.458 billion, with a compound annual growth rate (CAGR) of 55.1%, significantly outpacing the overall growth rate of the global RF front-end industry [2] - The company is expected to achieve a net profit of 76.3 million for the first time in 2024, with gross margin increasing from 13.3% to 19.0% [2] - As of May 31, 2025, the company's R&D expenditure is projected to reach 135 million, accounting for 17.8% of revenue [3] Group 2: R&D and Innovation - The company has continuously increased its R&D investment, achieving breakthroughs in key technologies such as GaAs/SOI and high-integration modules, holding a total of 331 patents as of May 31, 2025 [3] - The R&D expenditures for 2022, 2023, and 2024 are projected to be 163 million, 194 million, and 272 million respectively, with R&D investment consistently exceeding 10% of revenue [3] Group 3: Sales and Distribution - The company primarily sells through distributors, who then resell to end customers, including smartphone manufacturers and ODMs, while also engaging in direct sales to select brand manufacturers [4] - The number of distributors has decreased from 39 at the end of 2022 to 32, with revenue per distributor increasing from 25 million to 73 million [4] Group 4: Industry Outlook - The global RF front-end chip market is expected to grow from 159.5 billion in 2024 to 234.3 billion in 2029, with a CAGR of 10.1%, driven by the widespread application of 5G technology and the expansion into new fields [5] - The domestic RF front-end chip market in China is projected to grow from 33.6 billion in 2024 to 53 billion in 2029, with a CAGR of 12.1%, supported by government policies and increasing domestic technological capabilities [5] Group 5: Competitive Position - As a leading company in PA and PA integrated module shipments globally, Feixiang Technology is well-positioned to seize opportunities in the market [6] - The company aims to focus its fundraising efforts on areas such as BAW filters and millimeter-wave modules, where international giants currently hold technological barriers [6]
American Tower (NYSE:AMT) Conference Transcript
2025-09-16 14:32
Summary of American Tower Conference Call - September 16, 2025 Company Overview - **Company**: American Tower (NYSE: AMT) - **Industry**: Communications Infrastructure Key Metrics and Guidance - **Organic Tenant Billings Growth**: Updated guidance for the U.S. is approximately **4.3%** for the year, indicating stable demand driven by 5G deployments [4][20] - **Applications Growth**: Increased applications by **50%** in the first half of 2025 compared to 2024, reflecting strong carrier spending on network improvements [4][5] Strategic Focus - **Operational Efficiency**: Emphasis on driving organic growth and maintaining operational efficiencies to enhance shareholder value [6] - **Cost Management**: Proactive reduction of SG&A costs over the past two years, aiming to expand margins [7] - **Capital Investments**: Increased focus on developed markets (U.S. and Europe) while decreasing investments in emerging markets [7][8] Balance Sheet Management - **Credit Rating**: Upgraded to **BBB+** by S&P, indicating strong balance sheet quality [9] - **Refinancing Strategy**: No refinancing needs for the current year, allowing focus on future planning [9][10] Market Dynamics - **Impact of DISH Spectrum Sale**: Minimal expected impact on revenue; only minimum contracted payments from DISH are included in forecasts [12][16] - **Spectrum Deployment**: More spectrum availability is beneficial for the industry, leading to increased deployment and demand for tower infrastructure [13][14] Growth Drivers - **Mobile Data Consumption**: Continued growth in mobile data consumption is a key driver for the tower industry, especially with the rise of AI applications [5][15] - **5G and AI Integration**: Anticipated growth in demand as 5G applications become more prevalent on mobile devices [15][28] Geographic Insights - **Europe Market**: Mid-single-digit organic growth rates expected, with a focus on high-quality economies and partnerships [22][23] - **Latin America**: Potential challenges noted, but overall demand backdrop remains robust [20][21] Data Center Strategy - **CoreSite Performance**: CoreSite data center business is performing well with **double-digit growth** expected, driven by strong demand and interconnection services [31][33] - **Investment Focus**: Emphasis on high-quality, distributed data centers rather than large-scale hyperscale facilities [34][35] Conclusion - **Long-term Outlook**: Strong long-term growth prospects for the tower industry driven by mobile data consumption, 5G deployment, and strategic investments in data centers [28][29]
中国融资租赁金融科技行业深度分析及投资动向研究报告2025-2031年
Sou Hu Cai Jing· 2025-09-12 00:22
Core Insights - The report provides a comprehensive analysis of the Chinese financing leasing fintech industry, focusing on its development from 2025 to 2031, including market trends, investment opportunities, and challenges [1]. Group 1: Industry Overview - The financing leasing fintech industry is defined and categorized, with distinctions made between similar concepts [3][4]. - The report outlines the authoritative data sources and statistical standards used for the research [3]. Group 2: Macro Environment Analysis - A PEST analysis is conducted, examining the policy, economic, social, and technological environments affecting the financing leasing fintech industry in China [4]. - The regulatory framework and institutional structure governing the industry are detailed, including self-regulatory organizations and standardization efforts [4]. - The impact of national policies and planning on the industry's development is summarized [4]. Group 3: Global Market Insights - The report investigates the global financing leasing fintech industry's historical development and current state, including market size and regional dynamics [6]. - It highlights the competitive landscape and key players within the global market, along with merger and acquisition activities [6]. Group 4: Market Supply and Demand - An overview of the current state of the Chinese financing leasing fintech industry is provided, including the number of enterprises and market scale [4][5]. - The report identifies pain points in the industry and the influence of fintech on addressing these challenges [4][5]. Group 5: Competitive Landscape - The competitive dynamics within the Chinese financing leasing fintech industry are analyzed, including market concentration and the strategic positioning of key players [5]. - The report discusses the entry and exit barriers in the industry, along with investment trends and merger activities [5][6]. Group 6: Application of Fintech - The application of fintech in various business areas, such as customer acquisition, risk management, and business management, is explored [6][7]. - Trends in fintech applications within the financing leasing sector are identified, showcasing the industry's adaptation to technological advancements [6][7]. Group 7: Future Outlook - The report provides a SWOT analysis of the financing leasing fintech industry, assessing its development potential and forecasting trends for the next five years [9]. - It emphasizes the importance of regulatory compliance, risk management, and talent development for sustainable growth in the industry [9][10].
高通雪上加霜,联发科基带供货苹果
半导体行业观察· 2025-09-08 01:01
Core Viewpoint - Apple is set to unveil the iPhone 17 series and a new Apple Watch, with MediaTek entering the supply chain for the first time by providing 5G baseband chips, marking a significant milestone for the company [1][2]. Group 1: Apple Watch Updates - The new Apple Watch lineup will see comprehensive upgrades across all models, including the high-end Ultra and the budget SE, with the Ultra model introducing 5G and satellite communication features [1][2]. - Apple aims to increase the number of its proprietary baseband chips, reducing reliance on Qualcomm and Intel [1]. - The Apple Watch series is expected to have an annual shipment volume of at least 30 million units, capturing over 50% of the global smartwatch market [2]. Group 2: MediaTek's Role - MediaTek has been working on 5G separated chip technology for years and has successfully entered Apple's ecosystem after extensive testing and validation [2]. - The 5G functionality in the new Apple Watch will utilize low-power Redcap technology, combined with satellite communication capabilities [1][2]. - MediaTek has committed to supplying at least 5 million chipsets to meet customer demand, with potential for additional orders if Apple products are in high demand [2]. Group 3: Transition from Qualcomm - Apple is gradually moving away from Qualcomm's technology, with plans to integrate its own C1 modem into products, although the initial step involves using MediaTek's technology [3][4]. - The Apple Watch Ultra will be the first model to support 5G RedCap services, optimized for wearables and IoT devices [4]. - Apple's long-term goal includes developing its own wireless modems, with significant investments made over the past seven years [5].
联发科夺Apple Watch大单 首度供货5G Modem芯片
Jing Ji Ri Bao· 2025-09-07 23:33
供应链传出,联发科将供应新款Apple Watch的5G分离式Modem芯片,是联发科首度以高价芯片打进苹 果生态系,其中5G功能以相对低功耗的Redcap技术,再结合卫星通讯功能,获得苹果青睐,目前联发 科5G Modem芯片已量产出货,出货动能预料将延续年底。 联发科获得苹果认可后,象征联发科无线通讯技术已达顶级水准,在经过超过四年测试验证及设计导入 后,联发科开始大啖苹果订单。 苹果美国时间9日举办秋季新品发表会,市场聚焦iPhone 17系列新机之余,新款Apple Watch可望同步亮 相,也是一大亮点。业界传出,联发科打入新款Apple Watch供应链,供货5G Modem芯片,是联发科 (2454)5G产品首度获得苹果青睐,意义非凡。 5G技术为过去2G、3G及4G LTE等相关技术的累积叠加,联发科在无线通讯市场耕耘超过15年,不论矽 智财(IP)、研发团队经验等都相当丰厚,是全球除高通、华为、三星等大厂之外,有能力独立开发 5G数据机芯片的IC设计大厂,过去联发科旗下立锜已是苹果产品的电源管理IC供应商,扩大攻入苹果 市场也成为联发科的长期目标。 业界人士透露,这次苹果秋季发表会,Appl ...
梅安森(300275.SZ):暂未布局6G技术
Ge Long Hui· 2025-09-02 07:29
Core Viewpoint - The company has not yet ventured into 6G technology but is currently focused on developing a new generation of mining wireless communication systems based on 4G, 5G, and WiFi6 technologies [1] Group 1 - The company is currently utilizing 5G technology for its mining wireless communication systems [1] - The existing system is developed with core technologies including 4G, 5G, and WiFi6 [1] - The company plans to leverage 6G integrated communication technology in the future based on market demand [1]