（文章来源：每日经济新闻） 陕西华达（301517.SZ）10月10日在投资者互动平台表示，您好，公司紧跟新一代移动通讯技术发展， 部分产品应用于各类地面、卫星等通讯电子设备中，经过多次迭代，已发展成为系列化产品。 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，请问在未来通信当中，6G以及卫星通信通 信当中贵公司的产品和技术发挥了什么样的作用？ ...

7月29日，我国首条拥有完全自主知识产权的反谐振空芯光纤在粤港澳大湾区率先商用，并在深港两地 落地。 作为光通信领域的颠覆性技术，反谐振空芯光纤专线将跨境双向时延压缩至1毫秒，光纤损耗实测值更 是创下全球商用光纤最低纪录。整条链路从光纤结构、制备工艺到系统设备实现了全国产化闭环，具备 完全自主知识产权。 这标志着我国在下一代光通信核心技术领域，已实现从实验室原型到商业化产品的跨越。 习近平总书记指出，"建设网络强国，要有自己的技术，有过硬的技术"。这对科技支撑网络强国建设提 出了明确要求。 "十四五"规划提出，迎接数字时代，激活数据要素潜能，推进网络强国建设。 5年来，我国从网络大国阔步迈向网络强国，网络基础设施全球领先，关键核心技术加速突破，融合应 用赋能效应日益凸显。网络强国的宏伟蓝图，正逐步从愿景变为现实。 基础设施升级，夯实发展底座 今年3月，我国在国际上首次实现量子微纳卫星与小型化、可移动地面站之间的实时星地量子密钥分 发。这是我国首次实现上万公里星地量子通信，为实用化卫星量子通信组网铺平了道路。 随着量子卫星及地面站低成本、小型化、密钥分发与提取技术持续突破，以及地面光纤量子保密通信网 络建设，我 ...

SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight said 6G@UT at the University of Texas at Austin chose Keysight's 6G solutions for research on digital twins. ...

诺基亚贝尔非常重视通过开放合作建立生态网络，公司参与了上海浦东新区推出的"大企业开放创 新中心计划"。该计划旨在通过整合全球创新资源推进原始创新、集成创新与开放创新贯通发展。程刚 表示，通过该计划，诺基亚贝尔成立了"OPEN X LAB"(开放实验室)，选择技术能力突出、有行业影响 力的合作伙伴，聚焦有产业价值的项目。目前已投入超9000万元，合作伙伴超110家，助力合作方获得 超100项专利。 今年是中国和芬兰建交75周年，诺基亚贝尔希望以此为契机，进一步深化在中国市场的合作。"在 中芬建交75周年之际，我们在2025年中国国际信息通信展览会上集中展示科技创新与开放合作的丰富成 果，意在继续发挥在中欧和中芬交流中的重要纽带作用。"程刚表示，诺基亚贝尔将借助中国良好的创 新生态，继续推动AI与网络深度融合，并秉持开放合作理念，通过与运营商、行业客户和生态伙伴的 协作，将创新真正落地为切实的产业价值，助力中国信息通信业高质量发展。 近年来，诺基亚集团推动业务加速向AI领域转型。诺基亚贝尔在近日举行的2025年中国国际信息 通信展览会上，集中展示了在"AI+网络"及工业数字化等领域的最新成果，并发布自智化AI数据 ...

移动互联网丨研究报告 核心摘要： 视音频娱乐行业： 长视频用户规模步入低增长成熟期 ，优酷 APP 依靠精品内容战略逆 势强势增长，并吸引高知高收入群体 ；短视频用户规模进入存量阶段，增长乏力；在线 音乐用户规模稳增，进入成熟期。 短视频仍为时长榜首（ 137 分钟），但同质化加 剧；在线音乐借助 AI 推荐、 VR/AR 音乐会提升体验。短视频用户全民化、下沉化；在 线音乐用户全龄多元，中高消费群体付费意愿强。 智能应用行业： 智能家居与智能穿戴五年内用户规模翻倍；语言模型爆发式增长 100 4% 。语言模型用户规模增但使用次数下降，粘性不足；智能工具用户流失但忠诚度提 升（使用次数增 20.8% ）。智能家居 / 穿戴用户以中青年、高线城市、高收入群体为 主；语言模型用户为高知高收入男性，一线城市集中；智能工具用户向中低线城市及中 高龄扩散，基础功能仍具价值。 中国移动互联网价值榜 榜单显示， AI 相关应用（如语言模型）、生活服务、智能穿戴等新兴赛道增速领先， 而传统工具类应用增长乏力。增速榜反映了行业从存量竞争向技术驱动创新转变的趋 势， AI 、健康监测、跨场景融合成为增长核心动力。 中国移动互联网 ...

Core Viewpoint - The launch of satellite communication services by Chinese telecom operators marks a significant advancement in communication technology, enabling direct satellite connectivity for mobile phones and vehicles, which is crucial during emergencies [1][2][5]. Group 1: Satellite Communication Development - China Telecom has pioneered the commercial service of "mobile direct satellite connection," overcoming significant technical challenges to provide this service to consumers [2][4]. - China Unicom has also received a license to operate satellite mobile communication services, further expanding the availability of satellite connectivity across the country [1][5]. - The integration of satellite communication with terrestrial networks is seen as a key feature of the upcoming 6G era, enhancing the resilience and reach of communication services [7][9]. Group 2: Technological Innovations - The introduction of eSIM technology is transforming device connectivity, allowing for more flexible and secure communication solutions across various devices [9][10]. - The proliferation of IoT applications, such as smart water meters and livestock tracking, demonstrates the practical benefits of enhanced connectivity in everyday life [10][12]. - The collaboration between telecom companies and technology providers is driving innovation in communication infrastructure, with a focus on 5G and future 6G technologies [16][20]. Group 3: Economic and Environmental Impact - The shared infrastructure model between China Telecom and China Unicom has resulted in significant cost savings and reduced carbon emissions, showcasing a sustainable approach to network expansion [18][20]. - The development of domestic CPU technology is crucial for supporting the growing demands of AI and other advanced applications, indicating a shift towards self-sufficiency in critical technology sectors [20].

Investment Rating - The report maintains a "Recommended" investment rating for the semiconductor and semiconductor equipment industry [5] Core Insights - The semiconductor industry is experiencing significant fluctuations in stock performance, with notable increases in AI chip indices both domestically and internationally, indicating a growing market interest [1][11] - The high bandwidth memory (HBM) market is projected to grow nearly threefold from 2024 to 2026, with HBM3E expected to dominate the market [2][22] - The global VR headset market is declining due to weak consumer demand, while the AR smart glasses market is showing strong growth, with a 50% year-on-year increase in shipments [2][28] Market Indices Summary - The overseas AI chip index rose by 0.54% this week, with Marvell increasing over 10% and Broadcom decreasing by 3.0% [1][11] - The domestic AI chip index increased by 5.2%, with notable gains from companies like 澜起科技 (over 10% increase) [1][11] - The storage chip index saw a 6.1% rise, with 聚辰股份 experiencing over 50% growth [1][11] - The power semiconductor index rose by 7.0%, with all component stocks showing upward trends [1][11] Industry Data Summary - The HBM market is expected to grow from 9.9 billion Gb to 27.6 billion Gb between 2024 and 2026, with HBM3E maintaining a market share of approximately 70% in 2024 [2][22] - The global smartphone average selling price (ASP) is projected to rise from $370 in 2025 to $412 in 2029, with a CAGR of 3% [30][32] - The AR smart glasses market is expected to continue its growth trajectory, driven by new product launches and advancements in optical technology [2][28] Major Events Summary - 长江存储 is developing TSV packaging technology for HBM production and plans to utilize its new Wuhan factory for DRAM chip production [3][34] - TSMC plans to increase its 2nm process pricing by 50%, creating cost pressures for clients like Qualcomm and AMD [3][34] - OpenAI has signed an agreement with Apple's assembler,立讯精密, to develop a consumer device that collaborates with AI models [3][12]

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容 编译自 Yole 。 正如 Yole 集团在此前发布的《射频产业现状2025》报告所述，2024 年全球射频器件产业规模将 达到 513 亿美元，预计到 2030 年将增长至 697 亿美元。消费电子、电信基础设施和新兴应用领 域对先进无线技术的需求正在加速增长。在此背景下，5G 的推出和 6G 的初步酝酿，推动了基站 和移动设备对高度集成射频前端 (RFFE) 解决方案的需求，并推动了向宽带隙 (WBG) 半导体的转 变，包括氮化镓 (GaN) 和碳化硅 (SiC)。这些前端集成了功率放大器 (PA)、滤波器和开关，支持 6 GHz 以下和毫米波 (mmWave) 操作，解决了多个频段与不同射频要求共存的问题。 硅基氮化镓在 5G/6G 中的作用日益增强 GaN 射频器件市场规模在 2024 年达到 12 亿美元，预计到 2030 年将达到 20 亿美元，复合年增 长率 (CAGR) 为 8.4%，这反映了 GaN 在无线基础设施和设备中的日益普及，如图1所示。在电 信网络中，5G 大规模 MIMO 天线越来越多地转向 GaN 技术，逐渐取代功 ...

We recently compiled a list of the 12 Most Undervalued Dow Stocks to Buy According to Analysts. Verizon Communications Inc. is one of them. Verizon Communications Inc. (NYSE:VZ), one of the U.S.’s largest telecommunications providers, is strengthening its market position with solid financial results, dividend growth, and new technology partnerships. The company reported strong second-quarter performance in 2025, prompting an upward revision of its guidance for adjusted EBITDA, EPS, and free cash flow. Bu ...

Core Viewpoint - Qualcomm views China not merely as a product market but as a crucial partner for achieving mutual success in global opportunities, emphasizing a 30-year collaboration with Chinese partners that exemplifies win-win cooperation between US and Chinese tech companies [1][2]. Group 1: Collaboration and Innovation - Qualcomm's annual technology summit, held from September 23 to 25 in Maui, Hawaii, included a new venue in Beijing to showcase innovations and collaborative achievements with Chinese partners, particularly in AI applications [1]. - The company has deeply integrated with China's mobile communication industry over the past 30 years, contributing to advancements from CDMA to 5G and the development of terminal-side AI [1][2]. Group 2: Future Prospects and Market Environment - China is recognized as a significant driver of global technological progress, with Chinese companies leading in innovation and market responsiveness in sectors like smartphones, smart vehicles, and IoT [2]. - Qualcomm anticipates further deepening cooperation with Chinese partners across various industries, extending beyond smartphones to include automotive, personal computing, augmented reality, IoT, and industrial IoT, focusing on cutting-edge technologies like AI, 5G-A, and 6G [2].