大家都知道华为扶持国产供应链，帮助产业全链路升级，这也是华为手机在高端成功的秘诀。但你可能不知道，小米这些年也一直默默扶持国产供应链，小 米17 Ultra本月亮相再次创造历史，搭载国产一英寸传感器，雷军为国产崛起立功。 小米17 Ultra主摄搭载豪威OV50X传感器，一英寸大底镜头，单位像素面积1.6μm，支持双模拟争议HDR，动态范围达到16EV，单次曝光110db参数非常彪 悍。看到这么强悍的参数，可能很多人下意识的认为是"供应链技术"，没什么值得骄傲的，小米对供应链又没有任何实质贡献。 多方消息也证实，小米17 Ultra预计本月下旬正式亮相，部分门店目前已经开启预约。根据此前网上曝光的信息来看，小米17 Ultra影像方面升级幅度非常 大，搭载国产豪威一英寸大底传感器，小米正逐渐减少对日本索尼等国外供应链的依赖。 此后，小米一直深度与豪威合作，小米14系列首发豪威OV50H传感器，命名"光影猎人"开启长期合作之旅。也正是在小米的扶持之下，豪威在高端手机领 域收获更多订单，包括华为也与豪威展开深度合作。华为P50系列曾搭载豪威OV64A传感器作为超广角，紧急弥补索尼断供产生的影响。华为Pura80系 ...

与去年同期相比，苹果2025年第三季度的iPad业务呈现出更多的"质变"而非"量变"。由于季节性教育优惠、积极的线上促销以及关键市场价格竞争加剧导 致平均售价(ASP)微降，营收基本保持稳定。预计2025年全年，iPad总收入将受益于近年来高端机型份额的提升。 全球平板电脑品牌出货份额对比 2024 年 Q3 vs 2025 年 Q3 智通财经APP获悉，在平板电脑市场逐步复苏的背景下，苹果(AAPL.US)在2025年第三季度实现了稳健的iPad出货增长。根据Counterpoint Research最新的 《全球平板电脑市场追踪报告》，2025年第三季度iPad出货量同比增长4%，其中高端机型依然扮演重要角色，基础款和小型化机型则为整体出货提供了 持续支撑。 来源：Counterpoint全球平板电脑市场追踪报告，2025年第三季度 展望未来，在高端与基础款机型均衡组合的推动下，预计苹果iPad出货量将在2026年实现约10%的同比增长，其中基础款机型的贡献度仅会略有提高。这 一增长背后是积压的换机需求，预计相当一部分现有用户将在典型的五年周期后回归进行设备升级。 同时，包括OLED面板更广泛采用以及新款 ...

格隆汇12月11日丨同兴达(002845.SZ)在投资者互动平台表示，公司客户有三星、小米、OPPO、荣耀及 大疆等企业。 ...

Core Viewpoint - Apple CEO Tim Cook is advocating against federal legislation that may require the company to verify users' ages and potentially collect sensitive data on customers [1] Group 1 - The meeting took place with U.S. House members to discuss concerns regarding the proposed legislation [1] - The legislation could impose significant changes to how Apple manages user data and privacy [1] - Tim Cook's engagement highlights the company's proactive approach to influence policy decisions that affect its operations [1]

Analysts at investment bank Evercore ISI recently raised their price target on Apple (AAPL) stock, citing what they see as a “sizeable catalyst” for the iPhone maker. But history indicates that the upcoming development that they are touting may not move the needle for AAPL stock. The investment bank's note was issued amid a fairly good run by AAPL stock. Specifically, in the three months that ended on Dec. 8, the shares had advanced 22.5%. More News from Barchart About AAPL Stock Primarily due to the ...

The Walt Disney Company is looking to expand its board of directors, and it’s nominated Jeff Williams, the former Apple COO once considered heir apparent to CEO Tim Cook, to join. Williams, who served as Apple’s chief operating officer from 2015 until stepping down in July and finally retiring on Nov. 15, will stand for election as an independent director at Disney’s 2026 annual shareholders meeting.“Jeff Williams is a highly accomplished executive who for decades helped steward one of the most innovative a ...

The Walt Disney Company is looking to expand its board of directors, and it’s nominated Jeff Williams, the former Apple COO once considered heir apparent to CEO Tim Cook, to join. Williams, who served as Apple’s chief operating officer from 2015 until stepping down in July and finally retiring on Nov. 15, will stand for election as an independent director at Disney’s 2026 annual shareholders meeting. “Jeff Williams is a highly accomplished executive who for decades helped steward one of the most innovati ...

did not maintain daily backup of the books of account in electronic mode on servers physically located in India from April to October 5, 2024, the auditor said in the annual report filed with the Registrar of Companies (RoC). After that period, the global capability centre (GCC) maintained the daily backup as required by law, with it implementing an automated system to ensure compliance.SR Batliboi & Associates also flagged that the company failed in respect of certain audit trails, as it is not possible t ...

Capitol Hill. Emily Wilkins joins us now. All right.So, one minute you find Jensen Wong wandering around down there and you get the microphone in his face and today somebody equally as interesting. Apple's Tim Cook. He was on the hill today.Uh we did ask him a couple questions. Now, we did not hear directly uh from Tim Cook himself. Decided to be a bit of a man of mystery today.But we did know that he has met with lawmakers about a package of bills that are going to get their initial votes in a congressiona ...

Group 1: Nvidia and H200 GPUs - The approval of Nvidia's H200 GPUs for China is a significant development, with the US taking a larger cut of 25% compared to the previous 15% for H20s, indicating a balancing act between national security and trade profits [8][10] - There is uncertainty regarding the actual demand for H200s in China, but it is believed that major players like Alibaba and Tencent will seek these products due to their superior performance compared to domestic alternatives [12][15] - The performance of the H200 significantly outstrips that of domestic Chinese chips, with estimates suggesting it has six times the power of the H20, making it an attractive option for Chinese companies [17][18] Group 2: Broadcom and Market Position - Broadcom is positioned as a strong investment opportunity, potentially more rewarding than Nvidia in the long term, due to its scale and exposure to both ASIC and AI GPU markets [28][30] - The company is expected to report positive earnings, with guidance above consensus, and is benefiting from a growing customer base among tier one hyperscalers [38][39] - The memory shortage is impacting the industry, with significant price increases in DRAM, which could benefit companies like Micron and Apple, as they navigate the challenges posed by competitors [46][51] Group 3: AI Market Dynamics - The AI market is evolving, with Nvidia currently holding a market share estimated between 70% to 90%, but it is anticipated that they will eventually lose some market share as ASIC technology matures [40][42] - The conversation around Nvidia's market share is seen as premature, as the ASIC segment is still developing, and Nvidia's re-entry into the Chinese market could provide significant tailwinds [43][44] - The memory shortage is described as an AI-led phenomenon, with companies like Micron focusing on high-bandwidth memory (HBM) to meet demand, which is expected to drive their performance in the coming years [48][49]