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Smartphone market set for biggest-ever decline in 2026 on memory price surge, IDC says
Yahoo Finance· 2026-02-26 19:08
Feb 26 (Reuters) - The global smartphone market is poised to suffer its biggest decline ever in 2026, sinking to a more than decade low in shipments, as surging memory chip prices drive up device costs, the International Data Corporation said on Thursday. Smartphone shipments are expected to drop 12.9% to 1.12 billion units, the research firm said in a report. The decline will hit low-end Android manufacturers the hardest, while Apple and Samsung are positioned to gain market share as smaller rivals ...
魅族手机往事:国产「教父」的陨落
3 6 Ke· 2026-02-26 15:11
魅族旗下Flyme Auto车机业务将独立运营, "魅族"品牌或将继续保留在吉利体系内。 文|无字 来源|识礁Farsight(ID:SJ_Farsight) 封面来源|Unsplash 曾与小米正面抗衡的魅族,如今不光难以维系"小而美"的定位,甚至连手机业务都难以保全。 2026年2月25日,《智通财经》援引多位知情人士消息称,魅族手机业务已实质性停摆,将于今年3月正 式退市。据悉,目前星纪魅族飞书大群还剩1000多人,但不少员工已提出离职,少量员工已转岗至吉利 体系内的极氪汽车。 接下来,魅族旗下Flyme Auto车机业务将独立运营,"魅族"品牌或将继续保留在吉利体系内。 尽管魅族官方并未公开回应上述传闻,但结合魅族手机持续低迷的市场表现来看,魅族放弃手机业务的 消息并非空穴来风。 作为中国最早一批的智能手机玩家,魅族曾接连打造多款标杆性产品,俘获海量"魅友"。然而遗憾的 是,成为中国手机行业的头部玩家后,魅族并未乘势巩固核心优势,反而盲目扩张、接连错判行业趋 势,最终一蹶不振。 被小米反超后, 魅族聚焦"设计领先" 尽管现如今,中国智能手机行业的主流玩家是"华米OV荣",但事实上,这几大手机品牌发力智 ...
传音控股冲刺港交所IPO 预计去年净利润同比“腰斩”
Mei Ri Jing Ji Xin Wen· 2026-02-26 12:44
近期,被誉为"非洲之王"的传音控股(SH688036)正加快推进"A+H"双平台上市。 此前,传音控股已于2025年12月初发布公告称,公司已向港交所递交主板挂牌上市的申请。 每经记者|王晶 每经编辑|文多 每经媒资库 站在港股IPO(首次公开募股)的关键节点,传音控股却预计2025年遭遇上市以来首次年度净利润同比"腰斩",同时公司还面临元器件 价格上涨和海外竞争加剧等挑战。 《每日经济新闻》记者注意到,非洲市场如今不再是无人问津的蓝海,而是巨头想要分食的"蛋糕",小米、OPPO和荣耀等智能手机品 牌正在那里扩大影响力,并取得了显著成果。 内存价格上涨影响业绩 招股书(申请版本,下同)显示,此次传音控股IPO募资主要用于以下方面:研发AI相关技术以加快产品迭代,市场推广和品牌建 设,加强公司移动互联网服务、物联网产品等。 《每日经济新闻》记者注意到,传音控股的销售区域主要集中在非洲、新兴亚太市场(不包括中国、日本、韩国、新加坡、澳大利亚 和新西兰的亚太地区市场)、拉丁美洲、中东地区等。通过优化夜间拍摄和为深肤色量身定制美化算法等本地化设计,传音控股在非 洲市场建立起了竞争优势。 市场研究咨询机构Omdia的数 ...
三星S26深度联动Gemini 努比亚总裁倪飞:只实现了豆包手机局部能力
Feng Huang Wang· 2026-02-26 11:28
凤凰网科技讯 2月26日,三星今日凌晨正式发布Galaxy S26系列,新机与谷歌Gemini的深度联动,被官 方视为本代产品的重要升级点之一,相关功能围绕"手机自动驾驶"式的AI操作能力展开,引发行业关 注。 不过,这一功能也迅速引来国内厂商的公开评价。中兴通讯终端事业部总裁、努比亚技术有限公司总裁 倪飞当天在社交平台发文指出,三星Galaxy S26系列与Google Gemini 的组合,在功能呈现上更接近努 比亚此前发布的M153豆包手机部分能力展示,整体完成度仍有提升空间。 倪飞认为,三星的动作从侧面印证了AI智能体已成为智能手机行业的共同演进方向,但从时间节点 看,三星此次展示的能力,相较努比亚M153豆包手机技术预览版的亮相已晚约三个月。更关键的差异 在于实现方式和覆盖范围。 随着头部厂商陆续下场,手机AI智能体的实现路径、落地深度与系统整合能力,或将成为新一轮竞争 的关键分水岭。 按照倪飞的说法,三星S26系列当前展示的AI能力,主要基于GUI交互逻辑,实现的是单一场景下的多 步骤操作,例如叫车、购物等,且任务执行需要在后台完成,仍偏向功能级演示。而努比亚M153豆包 手机则已将"手机自动驾驶 ...
OPPO Find N6获得莱茵平整度认证,苹果折叠机或落后半年
Xin Lang Cai Jing· 2026-02-25 12:50
折叠屏手机的 "折痕" 与平整度,始终是困扰行业和消费者的关键难题。而 OPPO Find N6 之所以能脱颖 而出,核心在于其首发的两项行业 "黑科技":无痕钛合金铰链与自修复记忆玻璃。双技术组合拳的加 持,不仅从硬件结构层面攻克了折叠形态的物理局限,更在屏幕防护与耐用性上实现突破,真正做到了 "视觉无折痕,使用更安心"。 (11387304) 更值得关注的是,该消息还透露了一个行业重磅线索:某国际大厂今年推出的折叠机,正在借鉴 OPPO 的技术方案,且进度落后约半年。结合当前行业格局,这一 "国际大厂" 的指向性极为明显,外界普遍 猜测正是苹果。作为智能手机行业的巨头,苹果迟迟未推出折叠屏产品,此前便有多方消息称其首款折 叠 iPhone 将于 2026 年亮相。如今若证实其方案借鉴 OPPO 且进度滞后,无疑印证了国产厂商在折叠屏 赛道的技术领跑地位。从铰链结构到屏幕技术,OPPO 已从 "跟跑者" 成长为 "规则制定者",在折叠屏 核心技术领域实现了对国际大厂的弯道超车。 【ZOL中关村在线原创新闻】有数码博主放出重磅独家消息,OPPO Find N6 正式斩获莱茵认证,被官 方认证为全球最平整的折叠 ...
Xiaomi challenges India tax authority over tariffs on royalties in closely watched case
Reuters· 2026-02-25 09:08
Core Viewpoint - Xiaomi is challenging an Indian tax ruling that claims the company evaded $72 million in tariffs on royalty payments, which could have significant implications for the contract manufacturing industry in India [1][3][6]. Group 1: Tax Dispute Details - An Indian tax tribunal ruled that Xiaomi undervalued import values for at least three years leading up to 2020 by not including 2% to 5% royalties paid to foreign firms like Qualcomm [2]. - Xiaomi argues that the tribunal incorrectly classified it as the "beneficial owner" of the components, which led to the tax on royalties [3]. - The tribunal's decision is seen as damaging to established practices in the manufacturing sector, according to Xiaomi [4]. Group 2: Implications and Reactions - The case is being closely monitored by global investors and companies, as a ruling in favor of Indian authorities could increase scrutiny on royalty agreements across various sectors [6]. - If the ruling is upheld, it may empower authorities to seek taxes on other related payments made by companies exercising effective control over imported goods [6]. - Xiaomi's former contract manufacturers, Flextronics and Bharat FIH, are also contesting the tribunal's decision in the Supreme Court [5]. Group 3: Financial Impact - The customs tax demand of $72 million could escalate to over $150 million with interest and penalties if Xiaomi loses the case, which could strain the company's finances given its profits of $31.7 million in the 2023-2024 financial year [9]. - Additionally, approximately $610 million of Xiaomi India's bank funds have been frozen due to allegations of illegal remittances, further complicating the company's financial situation [10]. Group 4: Legal Proceedings - During a recent hearing, Xiaomi's lawyer argued that import taxes should be paid by the importers (contract manufacturers) and that royalties should not be taxable as they are not linked to imports [11]. - The Indian tax tribunal accused Xiaomi of "deliberate suppression of facts," asserting that royalties need to be taxed as they are for critical technology related to imported parts [11].
This "Siri-ous" Problem Could Be the Biggest Threat to Apple Stock
Yahoo Finance· 2026-02-24 18:52
Investors have been reassessing technology stocks recently for a number of different reasons. The market's software stock sell-off was driven by fears that software-as-a-service businesses could be disrupted by new artificial intelligence (AI) coding tools. Meanwhile, some AI stocks have been hit hard by worries that their capital expenditures to build out data center infrastructure have gone too far. Will AI create the world's first trillionaire? Our team just released a report on the one little-known c ...
对话荣耀方飞:为什么荣耀要做Pro Air和“机器人手机”?
Xin Lang Cai Jing· 2026-02-24 06:57
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! (来源:智通财经) 2025年的智能手机大战中,Air是一个关键的变量。 2025年10月发布的iPhone Air,是去年关注度最高的苹果新品之一。它的亮点在于极致轻薄,机身厚度 仅5.6mm。但也由于追求轻薄,iPhone Air牺牲了续航(电池容量仅为3149mAh)与部分影像功能,这 也间接影响了它的销量。 据《The Information》报道,苹果重要供应商富士康已拆除了大多数iPhone Air生产线,"仅留下了一条 半的生产线"。而在今年1月,苹果官方旗舰店宣布iPhone Air全系产品直降2000元,从7999降至5999 元,这也是苹果进入中国市场以来速度最快、力度最大的一次调价。 iPhone Air的市场冷遇,在一定程度上影响了国内手机厂商的规划。智通财经曾在去年11月报道,小 米、OPPO、vivo等手机厂商都取消了各自的Air机型项目,并将原本搭载在Air机型上的eSIM方案放到 常规机型中。 多家头部厂商相继砍掉Air项目,荣耀却成为少数仍在推进的厂商之一。1月19日,荣耀Magic8 Pro Air ...
Omdia: Apple and HONOR Claim Record Market Shares as Europe's Smartphone Shipment Dips 1% in 2025
Businesswire· 2026-02-23 11:48
Core Insights - The European smartphone market experienced a 1% decline in 2025, totaling 134.2 million units, attributed to subdued demand and new eco-design regulations [1] - Samsung maintained its position as the largest smartphone vendor in Europe, with shipments slightly increasing to 46.6 million units [1] - A slow first half of 2025 was noted due to the absence of the Galaxy A0x series, but Samsung rebounded in the second half of the year [1]
Nothing Phone (4a) first look revealed: What’s new in design, specs, Glyph Bar and more
The Economic Times· 2026-02-23 10:02
Core Viewpoint - The upcoming Nothing Phone (4a) introduces significant design changes and hardware upgrades, including a new "Glyph Bar" and a pill-shaped camera module, while retaining the brand's transparent design language [1][9]. Design Changes - The Phone (4a) features a new pill-shaped camera module, replacing the circular Glyph Interface from the previous model [1][9]. - The back panel design has been slightly altered compared to the Nothing Phone (3a) [2][9]. - The new "Glyph Bar" includes nine individually controllable mini-LEDs that are 40% brighter than previous models, utilizing patented technology for improved glow quality [4][9]. Hardware Specifications - The Phone (4a) is expected to be powered by a Snapdragon processor, likely the Snapdragon 7s Gen 4 chipset, following the Snapdragon 7s Gen 3 used in its predecessors [6][9]. - Anticipated specifications include a 6.78-inch AMOLED display, up to 12GB of RAM, and 256GB of storage, along with a 5,400mAh battery supporting 50W wired charging [7][9]. - The camera setup is rumored to consist of a 50MP primary sensor, an 8MP ultrawide lens, and a 50MP telephoto shooter with 3.5x optical zoom [7][10]. Launch Details - The Nothing Phone (4a) is set to launch on March 5, alongside the Phone (4a) Pro, and will be available in India through Flipkart [9][10]. - Expected color options for the devices include Black, White, Blue, Silver, and Pink [9][10].