1 夏普、东芝、索尼、松下统统被拿下 如今，一台21寸液晶显示器，价格干到了200元。一台海信55寸液晶电视价格可低至1500元以内。而东芝电视业务也早已于2017年被海信收 购。 这背后是中日电视产业逆转乾坤的变局。 曾几何时，日本企业是全球电视产业最顶端的存在，如今却被中国电视企业一一拿下。 2016年，鸿海精密（富士康母公司）以35亿美元收购日本夏普66%股权，成为其控股股东，这是中国台湾企业首次控股日本百年电子巨头，也 是全球显示与代工产业的标志性事件。 2017年，海信以7.98亿元拿下东芝映像95%股权和40年全球品牌授权，快速吸收东芝电视技术，并借助东芝渠道渗透日本、东南亚、欧美高端 市场。还记得海信那些年在世界杯打出的"全球第二，中国第一"广告语吗？虽有争议，但也透露着底气。 来到2026年1月，索尼分拆家庭娱乐业务，与TCL成立合资公司，承接索尼电视+家庭音响全球业务，覆盖研发、设计、制造、销售全链路。 TCL电子持股51%，索尼持股49%。网友调侃"从此Sony变Tony"。 30多年前，一台21寸东芝彩电要卖到3000多元，多少家庭咬牙花上半年的工资也要买一台。 还没完，近日又有媒体消息 ...

Group 1 - The core viewpoint of the articles indicates a significant price increase in smartphone memory and storage chips, with costs rising over 80% compared to the same period last year, leading to a collective price adjustment among major smartphone brands in March 2026 [1] - Major smartphone brands such as OPPO, OnePlus, vivo, Xiaomi, iQOO, and Honor are expected to initiate a price adjustment, marking the largest and most significant price increase in the smartphone industry in five years [1] - Counterpoint Research forecasts that the average price of new smartphones in the Chinese market will increase by 15% to 25% compared to similar models in 2025 after March [1] Group 2 - The PC industry is also anticipated to experience a price increase, with major OEMs like Dell, Lenovo, HP, and HPE expected to raise server costs by approximately 15% and PC prices by about 5% [2] - Lenovo has reportedly issued a public notice in North America regarding price increases for commercial products, including PCs, tablets, and smartphones, urging customers to place orders before the price hike [2] Group 3 - The surge in chip prices is primarily driven by the demand from AI servers, with memory prices experiencing a record increase of 80% to 90% as of the first quarter of 2026 [3] - The price of NAND flash memory has also risen by 80% to 90%, contributing to a comprehensive price increase across all categories and segments in the market [3] - Analysts suggest that OEMs may need to adapt their procurement strategies and focus on high-end models to justify higher product pricing due to rising component costs and weakening consumer purchasing power [3] Group 4 - There is a divergence of opinion in the market regarding the sustainability of the price increases, with some industry insiders speculating that a significant drop in memory prices could occur as early as the second half of 2026 [4] - Analysts predict that the memory industry will reach unprecedented profit levels, with DRAM operating profit margins hitting 60% in Q4 2025, and expectations for Q1 2026 to exceed historical peaks [4] - The current stability in the memory market may be deceptive, as a potential downturn could lead to even more severe market conditions [4]

Group 1 - Samsung's latest Galaxy S26 series enhances integration with Gemini, introducing the Gemini smartphone assistant to automate tasks for users, similar to domestic "Doubao phone assistant" [1] - Users can activate Gemini by long-pressing the side button, allowing it to serve as a "to-do task" entry point, executing multi-step operations while users continue to use their phones and monitor progress via the notification bar [1] - Some task execution capabilities of the Gemini assistant are realized through GUI solutions [1] Group 2 - Google’s Android ecosystem president, Sameer Samat, stated that Android is evolving from a traditional operating system to a "truly understanding and serving intelligent system" [3] - He referred to the Gemini smartphone assistant as "agentic AI," emphasizing its ability to "get things done" by reducing app switching and manual coordination, thus streamlining processes while maintaining user visibility and control [3] - Samat highlighted the emerging nature of this technology and the importance of embracing it [3]

市场研究机构CounterpointResearch预计，2026年中国市场手机均价涨幅将高于全球6.9%的平均水平。 IDC数据也显示，同配置机型相比2025年可能贵出300元至1000元，部分大存储版本涨幅甚至可达2000 元。随着3月份后新品陆续亮相，受内存成本频繁波动影响，2026年中国手机市场或将面临多次上调价 格的局面，消费者购机成本恐将持续走高。 本报讯(记者李春莲)近日，记者从供应链、行业机构及多家手机厂商内部获悉，2026年中国手机市场正 迎来一轮全范围的涨价潮，这也是行业多年来首次出现多品牌、全品类同步调价的情况。据了解，从3 月开始，手机市场涨价节奏将进一步加快。此前已上市的机型价格调整相对温和，今年3月份之后发布 的新品，售价预计普遍上涨1000元以上。其中，中高端旗舰机型涨幅更为明显，部分型号的售价可能比 上一代高出2000元至3000元。 本轮手机市场涨价的背后，是上游元器件成本的持续攀升。作为手机核心部件之一的存储芯片，自2024 年下半年触底反弹后价格持续走高，2026年伊始涨幅进一步扩大。供应链最新信息显示，当前智能手机 存储芯片采购成本较去年同期已上涨超过80%，且仍未见放 ...

Apple Inc. is in discussions with key Indian banks and global card networks in preparation to start Apple Pay in the world’s most populous country.The iPhone maker is in talks with ICICI Bank Ltd., HDFC Bank Ltd. and Axis Bank Ltd., as it aims to introduce its payment service in India around the middle of 2026, according to people with knowledge of the matter. The timeline remains fluid, but the talks indicate an approaching launch.Also Read | Banks plan payment wallet to compete with PayPal, Apple PayApple ...

Apple Inc. is in discussions with key Indian banks and global card networks in preparation to start Apple Pay in the world’s most populous country.The iPhone maker is in talks with ICICI Bank, HDFC Bank and Axis Bank, as it aims to introduce its payment service in India around the middle of 2026, according to people with knowledge of the matter. The timeline remains fluid, but the talks indicate an approaching launch.Visa, Mastercard TalksApple is also discussing the plan with payment networks Mastercard In ...

来源：环球网 据悉，本次罚单最初拟定金额为 60976.50 雷亚尔，后因苹果始终未纠正 iPhone 不配充电器的问题，监 管机构依据加重处罚因素，将罚款金额上调至当前数额。巴西阿拉戈斯州消费者保护机构援引当地《消 费者保护法》表示，电源适配器属于 iPhone 的必需配件，苹果未随产品标配该配件，迫使消费者额外 购买，损害了消费者的合法权益。 回顾此前处罚记录，巴西监管部门曾于 2021 年、2022 年以相同理由对苹果作出高额罚款，分别为 1050 万雷亚尔、1227 万雷亚尔，此次罚款金额与前两次相比大幅降低。从苹果营收规模来看，按其 2026 财 年第一季度 1438 亿美元的总营收计算，本次约 2 万美元的罚款，仅相当于其全球业务 1.2 秒的营收， 也约等于 464 个巴西市场在售的苹果 20W USB-C 充电器的总价，该款充电器在巴西单价为 219 雷亚 尔。 按照当地相关规定，苹果可在收到罚单后的 20 日内提起行政申诉，但有分析认为，相关法律诉讼的成 本可能超过本次罚款本身。2020 年，苹果以环保为名义，宣布取消 iPhone 产品标配充电器的做法，此 后针对巴西监管部门的多次处罚，苹 ...

Core Viewpoint - Apple Inc. is preparing to launch Apple Pay in India, aiming to tap into the country's rapidly growing digital payments market and expanding middle class, with discussions ongoing with local banks and global payment networks [12][2]. Group 1: Apple Pay Launch - Apple is in talks with Indian banks such as ICICI Bank, HDFC Bank, and Axis Bank to introduce Apple Pay around mid-2026 [12]. - The service is expected to support India's Unified Payments Interface (UPI), which is a dominant player in the digital payments landscape [3][12]. - The launch is part of Apple's strategy to increase its market share in India, which currently stands at about 10% of smartphone sales [9][13]. Group 2: Market Context - India, with a population of 1.4 billion and over 750 million smartphone users, represents one of the fastest-growing digital payments markets globally [8][13]. - The digital payments space in India is currently dominated by competitors such as Google Pay, PhonePe, and Amazon Pay, alongside local players like Paytm [7][12]. - Recent regulatory changes in India now allow biometric authentication for digital payments, which could enhance the user experience for Apple Pay [13]. Group 3: Manufacturing and Retail Expansion - Apple is using India as a key production base to export iPhones to the US, diversifying its manufacturing away from China [10][13]. - The company is rapidly expanding its retail presence in India, having recently opened its sixth store in Mumbai [11][13]. - CEO Tim Cook has indicated that sales in India are growing quickly, making it a crucial market for Apple's overall growth strategy [11].

Group 1 - Apple is in discussions with several Indian banks and global card networks to launch its Apple Pay service in India [1] - The company is negotiating with ICICI Bank, HDFC Bank, and Axis Bank, aiming for a service introduction around mid-2026 [1]

Core Insights - The Chinese smartphone market will experience unprecedented price increases starting March 2026, marking the first time in history that all brands and models will raise prices simultaneously [1][5] - Counterpoint Research predicts that the average selling price (ASP) of smartphones in China will rise by 15%-25% compared to 2025, with flagship models potentially increasing by over 30% [2][4] - The primary driver of this price surge is the significant increase in memory costs due to supply chain pressures, particularly from the demand for AI servers [3][5] Price Increase Dynamics - Starting in March 2026, new smartphone models will see price increases of at least 1,000 yuan, while high-end flagship models may rise by 2,000-3,000 yuan [1][2] - The price adjustments will not be limited to new releases; existing models are also expected to undergo multiple price hikes throughout the year [1][6] - The average price increase for smartphones in China is projected to exceed the global average of 6.9% [2] Cost Pressures - The cost of memory chips has surged dramatically, with prices for 1TB flash memory rising from over 200 yuan in 2025 to nearly 600 yuan, and DRAM prices increasing by 80%-95% [4] - The smartphone storage chip procurement costs have risen by over 80% compared to the previous year, contributing to higher manufacturing costs [4][5] - The volatility in memory prices has led to a situation where price adjustments may occur multiple times within a month, further complicating the market dynamics [4] Market Implications - The anticipated price increases may alter consumer purchasing behavior, with mid-range devices seeing smaller price hikes compared to high-end models, potentially leading consumers to delay upgrades [6] - The pressure on low-end products may force manufacturers to reduce their product lines and shipment volumes [6] - The competitive landscape is further complicated by strategies such as Huawei's reverse price cuts, which may impact other flagship Android models [6]