While the artificial intelligence (AI) chipmaker has had an incredible run, another household name could leapfrog into first place.There's no denying the impact artificial intelligence (AI) has had on the technology landscape over the past several years. Many of the world's most valuable companies by market cap have unmistakable ties to AI and have profited handsomely from the advent of this technology.Chief among those has been Nvidia (NVDA 1.55%). The company's graphics processing units (GPUs) were origin ...

Core Insights - TrendForce's latest survey indicates that due to anticipated significant increases in memory prices in Q1 2026, global end products will face severe cost challenges, leading smartphone and laptop industries to raise product prices and lower specifications, with sales outlooks being downgraded [2][3]. Group 1: Impact on Smartphone Market - The impact of memory on the BOM cost for consumer devices like smartphones and PCs is rapidly increasing, with even high-performing iPhone models expected to see a notable rise in memory's share of BOM cost, prompting Apple to reassess new device pricing and potentially reduce or eliminate price cuts on older models [2]. - For Android brands targeting the mid-to-low price market, the rising memory prices will force these brands to increase new device pricing and adjust old device prices or supply cycles to mitigate losses [2]. Group 2: Impact on Laptop Market - The rise in memory prices will lead laptop brands to adjust their product mix, procurement strategies, and regional sales layouts, with high-end lightweight laptops being the first to experience significant price pressure due to their design constraints [3]. - In the consumer laptop market, while demand is sensitive to changes in specifications and prices, existing inventory of finished products and low-cost memory will support profitability in the short term. However, a significant price adjustment is expected in the PC market by Q2 2026 [4]. Group 3: Specification Adjustments - "Specification reduction" or "delaying upgrades" has become a necessary strategy for smartphone and laptop brands to balance costs, particularly with DRAM, which has a high cost share [4]. - High-end and mid-range products are expected to see DRAM capacity specifications converge towards the market's minimum standards, slowing the pace of upgrades. In the low-end market, smartphones are projected to revert to a primary configuration of 4GB by 2026, while low-cost laptops will face limitations due to processor compatibility and operating system requirements, making further DRAM reductions unlikely in the short term [4][5].

Das HUAWEI Mate X7 verkörpert die Design-Philosophie, Grenzen zu überschreiten. Es zeichnet sich durch ein schlankes, aber dennoch robustes Design und eine leistungsstarke Performance aus, einschließlich Smartphone-Bildgebung auf Flaggschiff-Niveau. Der HUAWEI FreeClip 2 soll neue Maßstäbe für komfortable Open-Ear-Hörerlebnisse setzen. Die HUAWEI WATCH ULTIMATE DESIGN verbindet raffinierte Ästhetik mit fortschrittlicher Technik und Leistung und ermöglicht es dem Nutzer, die Welt besser zu erkunden. Das HUAW ...

DUBAI, Émirats arabes unis, 12 décembre 2025 /PRNewswire/ -- Huawei a dévoilé aujourd'hui une nouvelle gamme d'appareils phares innovants lors d'un événement de lancement intitulé « Unfold the Moment ». Ces produits comprenaient le téléphone portable HUAWEI Mate X7, les écouteurs HUAWEI FreeClip 2, la smartwatch HUAWEI WATCH ULTIMATE DESIGN et la tablette HUAWEI MatePad 11.5 S. Continue Reading HUAWEI Mate X7 HUAWEI FreeClip 2 HUAWEI MatePad 11.5 S HUAWEI FreeClip 2 : Une déclaration de mode Les écouteurs H ...

格隆汇12月12日｜山东省工业和信息化厅等部门近日印发《山东省人工智能产业高质量发展行动计划 (2025—2027年)》，其中提出，推动端侧轻量化模型创新，促进端侧模型与终端企业加强合作，发展智 能网联汽车、智能手机电脑、智能家居、智能穿戴等新一代消费级智能终端。支持开展智能传感器创新 研究，推动高端数控机床、海洋工程装备、航空航天装备、轨道交通装备等智能化改造。 ...

就在最近，有关苹果可穿戴设备「下一章」的消息陆陆续续传出。不同于 Vision Pro 的厚重，这款被外界称为Apple AI Glasses（或 Apple Glass）的新 品，可能会彻底改变我们对「智能眼镜」的刻板印象。如果按照供应链和分析师的预测，我们最早可能在 2025 年底听到它的官方预告，并在 2026 年或 2027 年正式与大家见面。 今年 Vision Pro M5 发售的时候，大家的新鲜劲儿维持了多久？ 无论实际体验如何，作为目前「空间计算」领域硬件性能断档领先的存在，Vision Pro 系列还是用两代硬件产品，成功完成了苹果在 XR 领域秀肌肉的任 务。 Apple Vision Pro 是目前业内算力最强的 XR 设备｜图片来源：Apple 但同时也留下了一个显而易见的遗憾：它太重了，重到无法成为我们日常生活的一部分。只要一说起苹果的穿戴设备，人们依然更愿意戴上 AirPods，而 不是把一台 iPad 绑在脸上。 近日，根据 9to5Mac 等多家外媒的报道，苹果内部代号为「Project Atlas」的项目已经悄然启动，这标志着苹果对智能眼镜赛道的探索已经从「构想」进 入了「实 ...

Core Viewpoint - TCL is committed to increasing investment in AI technology to drive innovation across the entire value chain, including research and development, manufacturing, supply chain, and operations, aiming for significant value realization by 2025 [1][3]. Group 1: AI Application and Impact - The theme of the 2025 TCL Global Technology Innovation Conference is "AI for Real," focusing on how AI can be applied in real-world scenarios to enhance efficiency and redefine various aspects of life, such as travel, health, and entertainment [3][4]. - TCL announced the launch of ten AI application scenarios and a global AI talent recruitment plan, projecting to create comprehensive benefits exceeding 1 billion yuan by 2025 through the implementation of AI applications [3][4]. - The "X-Intelligence 3.0" model, launched by TCL Huaxing, is the first domain-specific large model in the display field with strong reasoning capabilities, expected to penetrate more core areas of production and R&D, serving as a benchmark for intelligent transformation in China's manufacturing industry [4][5]. Group 2: AI in Manufacturing - In the manufacturing sector, TCL integrates AI into semiconductor display and new energy photovoltaic industries, enhancing quality and efficiency, which in turn improves the core value of consumer products [5][6]. - The ADC (Auto Defect Classification) technology implemented by TCL Huaxing has improved defect detection accuracy from 85% to 95%, with plans to upgrade to ADR (Auto Defect Repair) for automated defect repair processes [5][7]. - The "X-Intelligence" model ranks 11th globally in industrial large models and first in the display field, enhancing product development efficiency by 20% and material development efficiency by 30% [7]. Group 3: AI in New Energy Photovoltaics - TCL Zhonghuan utilizes the Deep Blue AI model for automated single crystal growth and digital twin analysis, achieving remote operation of up to 384 furnaces [8][10]. - The company has successfully implemented large-scale applications of G12-sized silicon wafers and has established product layouts across various technological routes, contributing to global energy structure transformation [10]. Group 4: AI in Consumer Products - TCL leverages AI to redefine consumer experiences in various scenarios, including travel, health, and entertainment, ensuring products return to their fundamental principles [11][13]. - The AI/AR glasses developed by TCL serve as personal AI assistants, while smart home appliances like the TCL air conditioner and refrigerator utilize AI for enhanced health and energy efficiency [11][12]. - The TCL AiMe robot represents a significant advancement in AI companionship, offering emotional support and interactive experiences for users [13].

Core Insights - The emergence of mobile AI assistants has significantly transformed the smartphone landscape, with predictions that 2025 will be the "year of AI assistants" [1] - Major smartphone manufacturers like Xiaomi, Honor, Vivo, OPPO, Huawei, and Samsung have integrated their own AI assistants, while third-party options like Doubao from ByteDance have also gained traction [1] - Initial capabilities of these AI assistants were overhyped, with only a few able to successfully perform tasks like food delivery [1] Technology Routes - The intent framework route focuses on collaboration between apps and mobile AI assistants, offering high efficiency and controllable safety, but faces challenges in convincing each app to cooperate [2] - The GUI Agent route allows AI assistants to interact with the screen like a human user, simplifying processes but requiring higher technical standards and raising privacy concerns [2] - The cloud phone route addresses issues with accessibility permissions but still requires screen reading capabilities [3] Security and Compliance Risks - Mobile AI assistants pose privacy risks due to their ability to read screens, which can expose sensitive information, and the potential for AI-induced errors [3] - The industry faces systemic data security risks and the potential exploitation of accessibility services by malicious entities [3] Commercial Dynamics - A power struggle exists between internet apps and mobile AI assistants, as the latter can replace human operations, leading to efficiency gains for users but a loss of power for apps [5] - Major platforms like WeChat and Alipay have restricted operations of Doubao shortly after its launch, indicating resistance from established players [5] - Ongoing disputes over the authorization of AI assistants highlight the need for clear regulations regarding user and app permissions [6] Future Developments - The industry is expected to continue evolving, with major companies vying for control over rule-making in response to the changes brought by AI assistants [6] - A new round of assessments on mobile AI assistants is planned for the end of the year to provide updated insights and foster discussions [6]

OpenAI发布GPT5.2 OpenAI正式推出新一代大模型GPT-5.2，付费用户端及API同步开放。此举距上一代GPT-5.1发布不足一 月，背后是谷歌Gemini 3引发的"红色警报"竞争压力——OpenAI此前紧急叫停广告、资讯等侧项目，将 所有资源集中于主模型研发，最终以"职场效率革新"为核心，交出这款号称"迄今最强专业知识工作模 型"的答卷。该版本旨在真正的实现做表格、写PPT、敲代码、看图、读长文等。 中兴通讯股份有限公司发布一份重大事项公告，表示公司反对一切腐败行为，正与美国司法部就有关事 项进行沟通，并将通过法律等手段坚决维护自身权益。公告称，公司反对一切形式的腐败行为，对任何 可能相关的个人持零容忍态度；公司目前生产经营一切正常。 京东工业于港交所主板上市 京东工业股份有限公司（简称"京东工业"）正式于香港联交所主板上市，股票代码为7618。据港交所公 告，京东工业公开发售价定为每股14.1 港元，若不行使超额配股权，全球发售募集资金净额约28.27亿 港元。据了解，京东工业是刘强东的第六家上市公司。 小米发布首款自产中央空调参数公布 小米官宣将发布自产中央空调——米家中央空调Pro双风 ...

今年11月，夸克AI眼镜正式发布了S1、G1两个系列共六款单品，S1系列最低到手价为3799元，G1最低 到手价1899元起，这也是搭载千问的首款硬件。 来自立讯的内部人士透露，夸克的工作人员上个月就已经密集在盯出货，"他们在我们的工厂内新增了 一条组装产线。"至格科技创始人孟祥峰称："我们正加紧生产来自夸克AI眼镜的大笔光波导片订单，新 购买的设备都已投入使用。"夸克AI眼镜的一位内部人士也透露，团队目前最大的目标是明年1月能够充 分释放产能，赶上春节消费热潮。 夸克AI眼镜产业链港股： 瑞声科技(02018)：据行业消息人士透露，瑞声科技此前已与海外多家大模型及智能终端企业深度协 作，共同探索"AI+终端"的创新落地路径。除传统优势的声学、触觉器件外，公司还向AI手机、XR可穿 戴设备及全新形态智能硬件，输出光波导、高端散热系统等感知方案与核心产品，持续拓宽业务边界。 中邮证券发布研报称，瑞声科技(02018.HK)全资收购芬兰光波导企业Dispelix，加速AR技术商业化。同 时，公司以其核心硬件赋能"豆包AI手机"与夸克AI眼镜，在X轴线性马达、声学系统及创新拾音方案等 领域提供关键支持，推动AI交互 ...