7月17日，美国半导体EDA巨头新思科技宣布完成对仿真EDA公司Ansys的收购。该交易于2024年1月16 日宣布，作价350亿美元。新思科技希望通过并购整合芯片设计、IP核以及仿真与分析领域的领先企 业，助力开发者快速创新AI驱动的产品。2025年7月14日，中国国家市场监督管理总局宣布有条件批准 该项收购。至此，新思科技收购Ansys交易已获全部所需批准。据了解，收购完成后，前Ansys总裁、首 席执行官兼董事会成员Ajei Gopal和前Ansys董事会成员Ravi Vijayaraghavan将加入新思科技董事会，立 即生效。 ...

Group 1 - Global smartphone shipments are projected to see a slight year-on-year increase of 2% in Q2 2025, marking the second consecutive quarter of growth, primarily driven by contributions from North America, Japan, and Europe [1] - The first quarter's shipment disruptions due to tariff concerns have started to ease in the second quarter, although markets like China and North America still face some impacts, leading to inventory buildup in North America [1] - Entry-level and budget 5G devices are gaining traction in emerging markets, while high-end demand remains stable in mature markets [1] Group 2 - Samsung retains the top position in the global smartphone market with an 8% year-on-year increase in shipments in Q2 2025, supported by strong performance from the A series and foldable AI-driven products [1] - Apple ranks second with a 4% year-on-year increase in shipments, driven by preemptive demand in North America due to anticipated tariff impacts and strong performance in India and Japan [1] - The iPhone 16 and iPhone 15 series continue to see stable demand, and the upcoming iPhone 17 series is expected to maintain momentum in the second half of the year [1] Group 3 - Vivo and OPPO rank fourth and fifth respectively, showing stable performance in the mid-range market and signs of recovery in overseas markets such as Latin America and the Middle East and Africa (MEA) [2] - OPPO solidifies its leading position in the entry-level market with strong performance from the A5 Pro, while Vivo benefits from events like China's "618" shopping festival and strong performance of its Y and T series in the Indian mid-range market [2] - Motorola experiences a 16% year-on-year increase in shipments, becoming one of the fastest-growing major brands, driven by high demand in India and expansion in the North American prepaid market [2]