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国行eSIM尘埃落定,iPhone Air「下周见」
36氪· 2025-10-14 10:43
以下文章来源于极客公园 ,作者张勇毅 极客公园 . 用极客视角,追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 在经历了一个月的等待后, 备受期待的iPhone Air国行版终于尘埃落定。 文 | 张勇毅 编辑 | 靖宇 来源| 极客公园(ID:geekpark) 封面来源 | Apple官网 北京时间10月13日晚间,苹果CEO蒂姆·库克现身抖音Apple Store的直播间,用这种方式正式宣布,这款备受瞩目的纯eSIM机型将于 10月17日(本周五) 上午9点 开启预购,并于10月22日(下周三)全面发售。 这一消息的正式「官宣」,标志着此前因eSIM网络支持问题而推迟上市的iPhone Air,终于扫清了在中国大陆市场的最后障碍,也预示着国内智能手机市 场正式迈入eSIM时代。 关键「通行证」: 运营商eSIM业务获批 iPhone Air自今年9月与iPhone 17系列一同发布以来,其国行版的上市时间一直悬而未决。核心原因在于,作为一款完全取消了实体SIM卡槽的手机,它的 使用完全依赖于运营商的eSIM(嵌入式SIM卡)服务。 10月13日白天。中国联通、中国移动相继发布公告,宣布已正式获得开 ...
Apple Hit Highest Ever Third Quarter as Global Smartphone Market Grew 3% in 3Q25 Says Omdia
Businesswire· 2025-10-14 08:01
LONDON--(BUSINESS WIRE)-- #Omdia--The latest research from Omdia reveals that the global smartphone market grew 3% year on year in 3Q25, signaling a return to growth momentum driven by major product launches during the quarter. The rebound was boosted by strong replacement demand as well as several vendors preparing inventories across the channel ahead of a hectic 4Q25. Samsung maintained the position for the third consecutive quarter with a 19% market share, supported by sustained volume strength of it. ...
“智慧大脑”“含新量”“铁杆粉丝”……透视关键词看外贸做大体量、做强结构、锻造韧性
Yang Shi Wang· 2025-10-14 06:38
大到船舶、工程机械小到智能手机和家电,"中国制造"在全球范围收获铁杆粉丝。泰国的榴莲、越南的火龙果、新西兰的奇异果 等,也丰富了中国消费者的"果篮子"。服务贸易规模2024年首次突破1万亿美元,位居全球第二,首次对跨境服务贸易实施负面清 单管理。 E CCTV/ 1) "提行及 综 合 成绩单 2024年增长2.6倍 0 minution 锂电池 光伏产品 电动汽车 6 13 IIIIT A TITL E CCTV 1 综 음 成绩单 可数字化交付服务 es 2 11 .. 1 进出口额 管 关近四成 A CCTV/ 线 / 合 成绩单 原航线约33天 Ruta exister 钱凯 央视网消息:"十四五"期间,我国外贸在全球变局中逆势上扬,顶住压力、稳中提质。五年来,我们不仅"做大了体量""做强 了结构",更是"锻造了韧性",让贸易强国的建设步伐不断加快。 "十四五"规划纲要提出,要协同推进强大国内市场和贸易强国建设,促进内需和外需、进口和出口协调发展,加快培育参与国际合 作和竞争新优势。 "十四五"期间,外贸体量持续扩大。货物贸易规模连续跨过5万亿、6万亿美元两大台阶,2024年达到6.16万亿美元,较" ...
Vivo X300 and X300 Pro: Pushing Smartphone Photography Beyond Limits
Medium· 2025-10-14 06:00
Vivo X300 and X300 Pro: Pushing Smartphone Photography Beyond LimitsZainab Asad4 min read·Just nowJust now--Press enter or click to view image in full sizeVivo is once again raising the bar in smartphone innovation with the launch of its X300 and X300 Pro flagship devices. These new models blur the line between premium and ultra-premium, carrying forward the legacy of the acclaimed X200 Ultra while adding their own flair of advanced engineering, refined design, and cutting-edge camera technology.With featur ...
Apple iPhone Air Preorders To Soon Begin In China As eSIM Gets Green Light From Major Telecom Operators - Alibaba Gr Hldgs (NYSE:BABA), Apple (NASDAQ:AAPL)
Benzinga· 2025-10-14 04:16
On Monday, Apple Inc. (NASDAQ:AAPL) is preparing to open preorders for its new iPhone Air in China later this week, following regulatory approval for eSIM services by the country's three largest telecom operators.China Approves eSIM Services Ahead Of iPhone Air LaunchChina's Ministry of Industry and Information Technology confirmed that China Mobile, China Telecom and China Unicom have all received regulatory clearance to provide trial eSIM services, reported Reuters.The decision paves the way for the iPhon ...
vivo发布vivo X300系列手机 四大蓝科技全面升级
Zheng Quan Ri Bao Wang· 2025-10-14 02:15
据了解,除了引领行业的影像能力,vivo X300系列更在性能、系统、续航、显示等核心维度上,全面 确立了旗舰手机的体验新标准。vivo与联发科深度共研的蓝晶以及天玑9500旗舰芯片为旗舰体验提供驱 动力,并搭载vivo自研的蓝图影像芯片V3+,让X300系列实现了"双芯合体"的高效协同,为强大的影像 处理和系统运行提供了澎湃的算力。 同时,vivo X300系列还搭载自研寰宇信号放大系统3.0、超声波指纹、IP68/IP69级防护、X轴线性马达 和USB 3.2等规格配置,共同构筑了坚实可靠的全能旗舰基石。 vivo产品副总裁黄韬表示:"vivo在技术探索的道路上,走出了一条自研与共研并行的协同之路。一方 面,基于对用户需求的深刻洞察,与各领域行业领先的伙伴深度合作,将全球专业赛道的技术能力,转 化为专属的用户体验。另一方面,针对行业暂时无法满足的差异化需求,进行长周期、大规模的资源投 入,聚焦于决定领先体验的核心技术。" 本报讯 (记者贾丽)10月13日,vivo正式发布全新vivo X300系列旗舰手机,开启移动影像"新旅程"。 据了解,此次,vivo X300系列以专业影像为核心,依托四大蓝科技,在性 ...
一条奔向用户的河流:vivo的模式启示
Nan Fang Du Shi Bao· 2025-10-13 23:13
在中国智能手机市场的牌桌上,一场关于座次的"质变",正变得愈发清晰。 最新的市场研究报告显示,国产手机品牌已占据市场主导地位。据Counterpoint统计,截至2025年8月, vivo以17.6%的市场份额位居中国手机销量榜首,延续了其此前连续四年领跑市场的强大势头。另外在 全球市场,也连续5个季度位居全球销量前5。这背后,是一家企业在全球竞争最激烈的市场中,找到的 一条坚实且独特的生存逻辑。 如果说有些企业如巍峨"高山",以技术研发向上突破;有些企业如繁茂"森林",以生态模式向外扩张; 那么vivo,则更像一条沉静的"长河",以用户为源头,向下深耕,看似波澜不惊,却源远流长,最终百 川归海。 高山仰止,森林广袤,长河润物。这条"长河"的奔赴,为"中国智造"在全球舞台上,提供了一个关于耐 心、专注与用户的模式范本。 潮头之上:一个市场领导者的答案 在讨论战略和模式之前,一个无法回避的事实是,市场已经用自己的选择,为胜利者排好了新座次。 根据市场调研机构Counterpoint的数据,2025年Q3前八周vivo以19%的市场份额脱颖而出,成功登顶中 国智能手机市场销量第一。值得注意的是,"铁王座"的背后, ...
人工智能与边缘计算:从移动终端到机械领域-AI and Edge Computing_ Mobile to Machinery
2025-10-13 01:00
Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **AI and Edge Computing** sector, particularly the transition from centralized to distributed computing models in the technology industry [5][9][17]. Core Insights - **Shift in Computing Architecture**: The tech industry is expected to transition from centralized server-based infrastructure to personal on-device AI servers, indicating a return to distributed computing [5][9]. - **Emergence of Portable AI Servers**: Personal AI servers are projected to become compact and efficient, potentially being carried in various devices such as smartphones and laptops [5][9]. - **AI Model Efficiency**: The launch of DeepSeek's distilled DeepSeek-R1 model demonstrates comparable capabilities to leading models with fewer resources, indicating a trend towards more efficient AI models [9]. - **On-Device AI Demand**: Anticipated demand for on-device AI is expected to emerge in the second half of 2025, driving changes in computing structures and semiconductor content growth [9][28]. Market Projections - **AI Smartphone Market**: AI phone shipments are projected to grow at a **78% CAGR** from 2023 to 2028, while AI PC shipments are expected to see a **28% CAGR** from 2024 to 2029 [14][28]. - **AI DRAM Demand**: Overall AI DRAM demand is expected to grow at a **75% CAGR**, reaching **331 billion pcs (1Gb eq.)** by 2028 from **35 billion pcs (1Gb eq.)** in 2024 [28]. - **AI Robotics**: On-device AI DRAM demand for robotics is forecasted to grow at a **239% CAGR** from 2024 to 2028 [28]. Technological Developments - **AI Hardware Architecture**: The evolution of AI hardware is expected to follow three phases, with significant advancements in memory integration and processing capabilities [17][20]. - **Next-Gen DRAM**: The adoption of LPDDR6 and Low Latency Wide (LLW) DRAM is anticipated to expand, enhancing the performance of edge AI devices [24][28]. Company-Specific Insights - **Samsung Electronics**: Projected total sales for 2025 are estimated at **W327.6 trillion**, with semiconductor sales expected to reach **W123.2 trillion** [30]. - **SK Hynix**: Expected total sales for 2025 are projected at **W92.4 trillion**, with DRAM sales anticipated to be **W70.8 trillion** [35]. Investment Opportunities - **Key Players**: Companies such as TSMC, SK Hynix, Nvidia, and Qualcomm are highlighted as significant contributors to the on-device AI market [29]. - **AI PC Adoption**: The penetration rate of AI PCs is expected to rise from **30% in 2024 to 98% in 2029**, driven by lower prices and compelling use cases [47]. Additional Considerations - **AI PC Features**: AI PCs are designed to handle on-device AI workloads, offering improved performance, security, and user experience compared to traditional PCs [44][48]. - **Market Dynamics**: The shift towards AI PCs is expected to create a structural change in the PC market, with a projected **6-7% CAGR** in revenue from 2024 to 2029 [44]. This summary encapsulates the key points discussed in the conference call, providing insights into the evolving landscape of AI and edge computing, market projections, and specific company forecasts.
Top 10 Trending Stock Ratings and Calls as Tom Lee Says Latest Selloff is a Buying Opportunity
Insider Monkey· 2025-10-12 21:04
Core Viewpoint - The recent market selloff, attributed to President Trump's announcement on China tariffs, is viewed as a buying opportunity by Tom Lee from Fundstrat, who suggests that the surge in VIX indicates a potential market rebound [2]. Group 1: Market Analysis - The spike in VIX, a measure of expected volatility, suggests that investors are seeking protection, which typically indicates an interim low in the market [2]. - Tom Lee anticipates that the market could be higher in the coming week, with a potential increase of 60 points [2]. Group 2: Hedge Fund Interest - Archer Aviation Inc (NYSE:ACHR) has 35 hedge fund investors, with analysts bullish on its potential in the low-altitude economy and successful prototype testing [5][6]. - Conagra Brands Inc (NYSE:CAG) has 38 hedge fund investors, with analysts noting its ability to capture low-income consumers and the growth of its frozen food segment [7][8]. - Domino's Pizza Inc (NASDAQ:DPZ) has 42 hedge fund investors, with analysts expecting a strong quarter and positive outlook for 2026 [9]. - Dutch Bros Inc (NYSE:BROS) has 44 hedge fund investors, with analysts highlighting its efficient operating model and growth strategy [9]. - Veeva Systems Inc (NYSE:VEEV) has 61 hedge fund investors, with analysts praising its strong fundamentals and significant investments in AI and CRM solutions [10][11]. - DraftKings Inc (NASDAQ:DKNG) has 66 hedge fund investors, with analysts optimistic about its position in the expanding online gaming market despite regulatory challenges [12]. - Coinbase Global Inc (NASDAQ:COIN) has 87 hedge fund investors, with analysts noting its strong position in the digital asset market and recent stock gains [13][14]. - Oracle Corp (NYSE:ORCL) has 124 hedge fund investors, with analysts concerned about pricing pressures in the cloud sector but optimistic about its growth in AI workloads [15][16]. - Netflix Inc (NASDAQ:NFLX) has 133 hedge fund investors, with analysts acknowledging potential challenges but viewing current conditions as an opportunity [17][18]. - Apple Inc (NASDAQ:AAPL) has 156 hedge fund investors, with analysts expressing concerns about its innovation cycle and market expectations [19][20].
三星W26来了!搭载骁龙8至尊版芯片,支持天通卫星通信
Jing Ji Guan Cha Wang· 2025-10-11 12:51
经济观察网 10月11日,中国电信(601728)携手三星电子举办心系天下三星W系列新品发布会,推出 新一代高端商务智能手机——心系天下三星W26。 心系天下三星W26 值得一提的是,在全新Samsung One UI 8的加持下,Galaxy AI与折叠形态深度契合,赋予W26崭新的智 慧交互。借助多模态AI技术,Bixby也迎来升级。在日常使用与商务场景中,W26不仅能依托AI之力洞 察需求,提升效率,还能面对复杂语音指令做到"使命必达",将多份文档凝练成内容摘要,甚至延展为 思维导图,成为工作中的可靠智囊。 心系天下三星W26 16GB+512GB版本建议零售价16999元,16GB+1TB版本建议零售价18999元。10月11 日17点,三星W26将在抖音心系天下旗舰店、三星商城、三星京东自营官方旗舰店、天猫三星官方旗舰 店、三星手机苏宁自营旗舰店、抖音三星官网旗舰店等线上渠道、线下授权三星门店以及其他授权门店 正式开启预约。 自心系天下三星W系列首款产品发布至今,三星电子与中国电信一路同行,携手见证18代辉煌历程。作 为行业内合作共赢的典范,18年来,双方共同推出一代又一代的标杆之作,将心系天下三星 ...