人民财讯11月5日电，壹连科技11月5日在互动平台回复投资者称，FCC工艺和FPC工艺虽功能类同，但 FPC相较FCC技术成熟，优势显著，集中体现在整体轻量化、功能高度集成化、弯折可挠性高等方面。 但由于FPC进入门槛较高，部分CCS厂商受限于技术线路依赖、产能分布限制、研发团队资源等，未能 布局FPC的生产能力，而转向其他技术方案以实现基础平替功能。由于FCC对设备、工艺、管理的要求 相对不高，公司已成熟掌握了FCC的各项工艺技术，并基于客户定制化需求，具备快速响应多元化方案 的能力。从目前公司下游客户端项目发包情况来看，FCC相关项目的询价量占比不足5%，在当前及近 期技术演进中并非主流方向。 转自：证券时报 ...

Group 1 - The article discusses the evolution of the telecommunications equipment industry, highlighting the rise and fall of various companies over the past two decades, particularly focusing on the changes in the Fortune Global 500 rankings [2][54]. - In 2000, seven telecommunications equipment manufacturers made it to the Fortune Global 500, including Lucent and Nortel, which have since disappeared from the list, while Huawei and ZTE were still emerging players [5][9]. - By 2015, only three companies remained in the rankings: Cisco, Huawei, and Ericsson, indicating a significant consolidation in the industry [23][25]. Group 2 - Huawei's revenue skyrocketed to $124.3 billion in 2020, marking a 166% increase and a significant rise in its global ranking, showcasing its rapid growth in the telecommunications sector [26][27]. - The article notes that the global telecommunications market is fixed in size, meaning Huawei's growth has come at the expense of other manufacturers, leading to a decline in their market presence [28][31]. - The geopolitical tensions, particularly the U.S. actions against Huawei, have disrupted the established global supply chain and forced a reevaluation of industry dynamics [32][33]. Group 3 - By 2025, only Huawei and Cisco remained in the Fortune Global 500, with Huawei ranking 83rd and Cisco at 273rd, reflecting the ongoing challenges faced by traditional Western manufacturers like Ericsson and Nokia [37][54]. - The article highlights that the telecommunications industry is cyclical, with both Ericsson and Nokia experiencing revenue declines post-peak 5G investments, indicating a potential downturn in the market [38][41]. - The competitive landscape has shifted, with Huawei's unique management and compensation strategies contributing to its sustained growth, while traditional companies struggle to adapt to changing market conditions [61][62].