IDC目前预计，2026年手机出货量约为11亿部，低于上年的12.6亿部，数年来的缓慢增长化为乌有。智 能手机制造商正通过收紧规格、淘汰不盈利的入门级机型以及推动消费者购买更高端设备，来适应零部 件成本攀升。 IDC高级研究主任娜比拉.波帕尔表示："相比之下，关税和疫情危机简直成了笑话。这场危机结束后， 智能手机市场将在规模、平均售价和竞争格局方面经历翻天覆地的变化。我们预计，至少要到2027年年 中，情况才能缓解。" 研究机构IDC表示，受史无前例的内存芯片短缺冲击，2026年全球智能手机市场将收缩12.9%，堪称"一 场前所未有的危机"。 芯片(包括处理任务的DRAM和存储用的NAND)成本飙升，正冲击着许多安卓设备品牌本已微薄的利润 空间。小米和OPPO等中国厂商为争夺消费者展开激烈角逐，在顶级组件上投入巨资，以在国内市场占 据更大份额，并在全球舞台上提升品牌形象。IDC指出，它们的入门级机型受新成本压力冲击最大，因 为内存占其材料成本的比重更高。 这一较此前预测大幅下调的最新展望，揭示了持续发酵的内存荒对电子行业各个角落的最新冲击。为满 足人工智能任务而对先进内存产生的需求，已耗尽全球供应直至明年，如 ...

国家知识产权局信息显示，小米科技（武汉）有限公司、北京小米移动软件有限公司取得一项名为"缺 氟检测方法、装置、电子设备和存储介质"的专利，授权公告号CN119665400B，申请日期为2023年9 月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 天眼查资料显示，小米科技（武汉）有限公司，成立于2017年，位于武汉市，是一家以从事专业技术服 务业为主的企业。企业注册资本21000万人民币。通过天眼查大数据分析，小米科技（武汉）有限公司 共对外投资了4家企业，专利信息1509条，此外企业还拥有行政许可13个。 北京小米移动软件有限公司，成立于2012年，位于北京市，是一家以从事软件和信息技术服务业为主的 企业。企业注册资本148800万人民币。通过天眼查大数据分析，北京小米移动软件有限公司共对外投资 了4家企业，参与招投标项目151次，专利信息5000条，此外企业还拥有行政许可123个。 ...

Core Viewpoint - Apple is facing a proposed class action lawsuit alleging that it defrauded shareholders by overstating its progress in adding AI features to Siri and misrepresenting its compliance with a 2021 injunction from the Epic Games case [2][3]. Group 1: Lawsuit Details - The plaintiff claims that Apple misrepresented its ability to enhance Siri with AI features and comply with legal requirements stemming from the Epic Games case [2]. - Apple contends that there is no evidence to support the claim that it knowingly delayed the addition of AI features to Siri and did not guarantee compliance with the injunction [2][7]. Group 2: Epic Games Case - The Epic Games case revolves around the commissions Apple collected from App Store purchases, with a judge ruling that Apple ignored a 2021 order to allow developers to direct consumers to alternative payment options [3][7]. - An appeals court upheld the ruling against Apple, stating that a district judge must consider allowing Apple to collect commissions on transactions made outside the App Store, although not at the previous rate of 27% [8]. Group 3: AI Development Delays - Apple's planned AI enhancements for Siri have experienced significant delays, with features initially expected in March now likely pushed to May and September for subsequent iOS updates [8][9].

过去两年，智能体（Agent）是AI行业最重要的叙事，现在聚光灯正收束到一个更具体的方向：端侧智能体。 在海外，名为OpenClaw的智能体在硅谷技术圈走红，接管一众开发者的电脑；在国内，字节跳动把豆包嵌入手机，样机价格在二手市场居高 不下。这些智能体运行在手机、电脑和汽车上，能操作本地环境和所有工具，点外卖、打游戏、炒股票，把执行力拉到极致。 手机智能体，体验在退化？ 越来越多智能体从云端落入个人终端。在国内，豆包手机助手是端侧智能体破圈的一个起点，但这条路并不始于此。 智能体还会接管更多个人设备。在发售工程版"豆包手机助手"后，据媒体披露，字节已于去年年底启动正式版手机项目，搭载智能体的新机预 计于今年Q2发布。 我们近期还从多方了解到，包括阿里系在内的多家App与字节跳动达成停火协议，App允许努比亚设备的手动登录，豆包主动限制AI操作场 景，双方回到"井水不犯河水"的状态。 行业正在形成一个共识：未来智能体的壁垒，在于能打通多少个人设备，能互联多少服务。智能体想成为新的能力层，重组我们与设备、与 App的连接方式。 但这种互联互通的技术趋势，也撞上了合规边界。智能体要想操作手机，需要利用高敏感权限进行 ...

Core Insights - DexCom, Inc. has appointed Rick Osterloh to its Board of Directors, effective February 26, 2026, enhancing its leadership team with a seasoned technology executive [1][2]. Company Overview - DexCom is a leader in glucose biosensing technology, having pioneered advancements in this field for over 25 years, significantly transforming diabetes management and glucose tracking for users [6]. Leadership Appointment - Rick Osterloh brings over 20 years of experience in consumer hardware and product operations, currently serving as Senior Vice President at Google, where he oversees a unified group that includes Android, Google Play, Chrome, and various consumer devices [2][4]. - Osterloh's expertise includes innovation oversight, strategic transactions, and long-term planning, which aligns with DexCom's vision for product development [2][3]. Strategic Vision - The appointment of Osterloh is seen as a strategic move to leverage his insights into creating impactful products that integrate innovative technologies, which is crucial for advancing DexCom's mission to improve metabolic health globally [3][4].

Apple Inc (NASDAQ:AAPL) has been setting records for iPhone sales in recent quarters. The good news for investors is that there could be even more demand in a key region thanks to an upcoming launch.Apple Pay Coming to IndiaWhile India could be an important market for the production of the iPhone, the country could also become a key growth market for Apple soon.The Cupertino, California-based company has talked to ICICI Bank, HDFC Bank and Axis Bank about launching Apple Pay in the country, according to a r ...

Core Viewpoint - The emergence of various robots during the 2026 Spring Festival highlights their increasing integration into daily life, with smart home appliances like vacuum robots, smart floor washers, and window-cleaning robots becoming the new mainstream in the holiday market, significantly outpacing traditional goods [1] Industry Summary - The growth rate of smart home appliances, particularly robots, has exceeded that of traditional holiday goods during the Spring Festival [1]

Key Takeaways Apple is expanding Apple Intelligence across devices, powered by a new Google Gemini collaboration.AAPL's fiscal 2026 EPS estimate rose 3% to $8.41, signaling 12.7% year-over-year growth.Adobe trades at 3.98X forward sales vs Apple's 8.48X, but AI revenues remain minimal. Apple (AAPL) and Adobe (ADBE) are infusing AI into their core offerings. While Apple is infusing Apple Intelligence into its core operating systems that power iPhone, iPad, Mac and Wearables, Adobe is incorporating AI into it ...

Options traders are suddenly betting against the very stocks that have been powering the market higher. Hedging activity across the Nasdaq has surged to levels not seen since the last bear market bottom, signaling a sharp shift in sentiment around key leaders like Nvidia Corp(NASDAQ:NVDA) , Microsoft Corp (NASDAQ:MSFT) , and Apple Inc(NASDAQ:AAPL) .Extreme Hedging Hits Nasdaq LeadersThe Nasdaq-100's put-to-call ratio has climbed to 1.2, its highest level since the 2022 bear-market low, noted The Kobeissi Le ...

Core Viewpoint - Apple has urged a federal judge to dismiss a proposed class-action lawsuit alleging that the company defrauded shareholders by overstating the AI capabilities of its voice assistant Siri and making false statements regarding compliance with a court order related to app sales commissions [1][3]. Group 1: Allegations and Legal Proceedings - The lawsuit accuses Apple of two main fraudulent actions: exaggerating Siri's AI capabilities and providing misleading statements about compliance with a court order regarding app sales commissions [1][3]. - Apple claims there is no evidence that it was aware, during a June 2024 meeting, that integrating advanced AI features into Siri would take longer than expected, potentially affecting iPhone 16 sales [1][3]. - The lawsuit covers shareholders who held Apple stock from May 3, 2024, to May 1, 2025, during which time the company's stock price allegedly caused potential losses of billions of dollars [1][3]. Group 2: Compliance and Financial Impact - Apple stated that it never guaranteed that the processes designed to comply with the 2021 Epic Games case would be foolproof, which required Apple to allow app users to pay developers directly, bypassing the 30% commission [1][3]. - The company noted that it faced numerous challenges in 2025, leading to fluctuations in its stock price, and argued that the plaintiffs' claims of securities fraud causing temporary stock declines are unfounded [1][3]. - A judge ruled on May 1, 2025, that Apple violated the aforementioned court order [1][3]. Group 3: Stakeholder Response - A shareholder attorney group led by the Korea National Pension Service, the world's third-largest pension fund managing nearly $1 trillion in assets, has not yet responded to requests for comment [2][4]. - The court order mandates Apple to provide external purchase links for app users, allowing developers to avoid paying the 30% commission to Apple [5]. - A judge criticized Apple's new system for charging a 27% commission on some external sales, and a federal appeals court partially overturned penalties against Apple in December [5].