此前有报道称，搭载M5芯片的MacBook Pro机型可能会在2025年底推出。但今年7月，知名科技记者马 克·古尔曼 (Mark Gurman) 表示，苹果正在考虑将其推迟到2026年初。这一时间表与郭明錤对苹果明年 推出触摸屏MacBook Pro的预测吻合。 回溯历史，苹果对触控屏的态度堪称 "十年反转"。2012年乔布斯在发布会直言："触控屏不适合垂直摆 放的电脑，人类手臂不是雨刷器。" 此后MacBook始终坚持 "专业工具" 定位。直到2016年，苹果推出 了带Touch Bar（触控条）的MacBook，但因实用性不足而作罢。随着iPadOS与MacOS的跨设备协同日 趋成熟，以及2023年M系列芯片打通ARM架构，苹果现在推出触控屏MacBook或许时机已到。 本文来自微信公众号"智通财经"，作者：李科峰，36氪经授权发布。 9月18日，天风国际证券分析师郭明錤在一份最新报告中表示，苹果计划在其首款OLED MacBook Pro中 首次集成触控面板，并计划在2026年量产。这意味着MacBook问世19年来，首次突破 "只支持键鼠" 的 交互边界。 郭明錤在报告中指出，过去五年iPad Pr ...

Core Viewpoint - The Chinese consumer-grade AI/AR glasses market experienced explosive growth in the first half of 2025, with sales reaching 262,000 units, a year-on-year increase of 73%, driven by policy subsidies, major e-commerce promotions, and innovations from local brands [1][5]. Group 1: Market Growth - The domestic consumer-grade AI/AR market is witnessing a surge, with sales surpassing 262,000 units in the first half of 2025, marking a 73% year-on-year increase [1]. - The market is fueled by national subsidy policies and the 618 e-commerce festival, leading to a new wave of product iterations across three major subcategories [5]. Group 2: Product Segmentation - Split AR glasses achieved a steady growth of 39% year-on-year, supported by new product iterations from leading brands like Thunderbird [2]. - Screened AI glasses (integrated AR) saw a 14% increase in sales, driven by applications in business and cross-language interactions [2]. - Screenless AI glasses led the market with an explosive growth of 463% year-on-year, activating the mass consumer market through features like AI voice interaction and health monitoring [2]. Group 3: Competitive Landscape - Local brands are adopting a "hardware + ecosystem" strategy to capture market share, creating a differentiated competitive landscape [5]. - Thunderbird holds a 39% market share, with a 113% year-on-year sales increase, launching new products at competitive prices [7]. - Xiaomi entered the market strongly, capturing 12% of the overall sales with its AI glasses, which achieved 31,000 units sold in the first week [7]. Group 4: Policy and E-commerce Impact - The introduction of digital product consumption subsidy policies by the National Development and Reform Commission and the Ministry of Finance has been a key driver for market growth, offering consumers a 15% discount [5]. - During the core promotional period from May 20 to June 20, sales of AI/AR products reached 59,000 units across major e-commerce platforms, with AR products seeing an increase of over 130% [5]. Group 5: Future Outlook - CINNO Research predicts that the shipment of AI/AR glasses in China will reach 900,000 units by 2025, representing a 133% year-on-year increase, with the industry expected to exceed a trillion yuan in scale within three years [6]. - Local brands are building content ecosystems through cross-device collaboration, cross-domain applications, and cross-industry partnerships, which are crucial for future growth [6].

Core Insights - Huawei has officially announced that the number of devices equipped with the latest HarmonyOS 5 has surpassed 14 million, marking a significant milestone in the expansion of its self-controlled Harmony ecosystem [1] - Since its commercial launch in June this year, the activation of HarmonyOS 5 devices has shown exponential growth, crossing the 10 million mark within just three months [1] - This achievement not only demonstrates the strong adaptability of the Harmony system across various scenarios such as smartphones, tablets, and smart wearables but also reflects Huawei's strategic foresight in the field of operating systems, focusing on "full scene coverage and cross-device collaboration" [1]

年43 POS 嗨玩鸡豪报名 有没有某个瞬间, 你突然对自己的手机「祛魅」了? 每一次大差不差的升级、微小的更新, 都让你再难找回第一次体验它时， 那种无比的新鲜感和探索欲。 当年轻人在老牌的iOS、安卓系统中打圈, 被熟悉的界面、常规的操作， 「第一批吃上鸿蒙5」的他们，后悔了吗? 全新的手机系统使用体验如何? 哪些功能让人直呼「真香」? 鸿蒙5到底有多少隐藏惊喜等待挖掘? 为了找到答案, 后浪研究所发起了 一项「鸿蒙5使用体验」小调查。 收到了596位朋友的反馈。 接下来, 就让我们一起来看看, 当代年轻人是怎么玩转鸿蒙5的吧! 调查对象 和一成不变的体验消磨了好奇心， 已经有一批「先锋玩家」， 率先换上了更新更有趣的鸿蒙5系统! 性别: 男性 64.4% 女性 35.6% 年龄层: 大学生 42.1% 博士生 4.0% 研究生 25.4% 已毕业人群 28.5% 当泡在实验室、 疯狂码论文的高材生, 「上瘾」 鸡蒙5 要说谁最喜欢追逐技术的浪潮、 敢于做第一波体验新鲜事物的人, 00后总是那群最热情的「产品体验官」。 鸿蒙5的初代用户画像里, 他们的好奇心就是最鲜明的底色。 在调查中，我们发现, 整天泡 ...

Core Viewpoint - Despite the rise of TWS (True Wireless Stereo) headphones, wired headphones maintain a 15% market share, indicating a continued demand driven by users' diverse needs for sound quality, performance, and adaptability [1] Group 1: Sound Quality and Performance - Wired headphones have a natural advantage in sound quality due to direct transmission of digital or uncompressed analog signals, avoiding quality loss from Bluetooth compression techniques [2] - When paired with high-end decoding and amplification devices, wired headphones can outperform wireless options, and they are less affected by electromagnetic interference, ensuring stable signal transmission [4] - Wired headphones offer a zero-latency experience, making them ideal for gaming and video calls, as they provide real-time audio synchronization, which is crucial for competitive gaming [5] Group 2: Reliability and Usability - In crowded areas with potential Bluetooth interference, wired headphones maintain stable connections and sound quality, while also performing reliably in extreme conditions [7] - Wired headphones do not have battery-related concerns, leading to lower failure rates and longer lifespans compared to Bluetooth headphones [5] Group 3: Market Evolution and Innovation - Wired headphones are evolving with technological innovations, such as integrating DAC modules for enhanced audio quality and expanding their applications in professional fields like healthcare and aviation [9] - The development of dual-mode headphones (wired and wireless) is becoming more mature, enhancing user convenience and flexibility in design [9] - Wired and wireless headphones are expected to complement each other, creating a diverse audio market that offers users more choices [9]