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]

据智通财经报道，2026年3月起，中国手机行业将正式迎来全面涨价潮，这也是国内手机市场发展以来 首次出现全品类、全品牌同步普涨的态势，新品涨幅最低可达1000元以上。同时，OPPO、一加、 vivo、iQOO、小米、荣耀等主流品牌或将陆续上调老款机型售价。 市场研究机构Counterpoint Research预计，3月后中国市场新品手机均价将较2025年同档位机型上涨15% —25%。 2026年，中国手机市场将迎来历史性的变化，或将面临历史上首次一年内多次上调价格的局面。 涨价背后 行业人士和分析师指出，本轮手机市场涨价的背后，是内存成本的无法规避及价格的剧烈波动，上游内 存等零部件价格猛涨导致成本的持续攀升是推动此轮涨价的关键因素。 涨幅最高可达25% "这轮涨价不是个别品牌的选择，而是全行业的必然趋势。"一位业内人士透露，目前国内主流手机品牌 均已完成涨价方案的敲定，部分品牌已向线下经销商、线上渠道商下发了调价通知。 从已确定的方案来看，3月是此次涨价的关键节点，此前上市的机型调价幅度相对温和，但3月之后发布 的新品，涨价幅度将明显扩大，其中新品最低涨幅不会低于1000元，中高端旗舰机型的涨幅更是可能 ...

（全球TMT2026年2月26日讯）今日要点：字节跳动估值已达5500亿美元；SK海力士将在韩国投资150亿美元新建半导体工厂； 三星电子发布Galaxy S26系列；英伟达业绩持续大幅增长年营收突破2000亿美元；日本反垄断机构对微软展开调查；中国手机行 业预计迎来全面涨价潮。 字节跳动估值已达5500亿美元 三星电子(Samsung Electronics)周三发布最新旗舰智能手机Galaxy S26系列，其中两款机型较前代涨价100美元，当前行业正努力 摆脱全球存储芯片短缺的影响。在AI基础设施快速扩张引发全行业存储芯片短缺的背景下，三星主推新机型升级的AI功能与隐 私显示屏。 投资机构General Atlantic正计划出售其持有的字节跳动部分股权，这笔潜在交易对这家中国社交媒体巨头的估值高达5500亿美 元。此次股权剥离是自特朗普政府于今年1月批准TikTok美国业务出售以来的首笔重大交易。这一最新估值较去年员工股票回购 时逾3300亿美元的定价实现了66%的显著增长。 抖音全年清退违规达人超27万名 抖音电商安全与信任中心发布的首份年度报告显示，过去一年，抖音电商着重治理虚假宣传，全年累计处置违 ...

微信编辑 | 小羊 随着内存成本的频繁波动，2026年中国手机市场或将面临历史上首次一年内多次上调价格的局面。 来源 | 科创板日报 供应链最新信息显示，继2024年下半年触底反弹后，手机内存及存储芯片价格已连续多个季度保持上涨 趋势，2026年伊始涨幅进一步扩大。 多位产业链人士证实，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%，且仍未见放缓迹 象。受此成本压力传导，据渠道及ODM厂商透露，OPPO、一加、vivo、小米、iQOO、荣耀等多家头 部手机品牌已拟定于3月初启动新一轮产品价格调整。这将是近五年来手机行业规模最大、涨幅最为显 著的一轮集体调价。 ...

苹果知名爆料人马克·古尔曼透露，苹果计划在年底推出触屏版MacBook Pro，并将首次在Mac界面引入"灵动岛"功能。 知名苹果爆料人马克·古尔曼发文表示，苹果酝酿已久的触控笔记本即将面世，并将首次把iPhone上标志性的"灵动岛"引入Mac界面。 苹果将在3月份第一周发布一系列新品，但触屏版MacBook Pro不会在这次发布中亮相。古尔曼援引知情人士的话称，这两款内部代号为K114和K116的机 型，预计将在年底前后上市。 灵动岛最早于2022年在iPhone上推出，它将摄像头区域与软件界面结合，能够显示通知、体育比分、媒体控制等信息，还支持第三方应用，例如实时查看 外卖配送进度。 古尔曼称，Mac上的灵动岛将围绕一个打孔式摄像头设计，尺寸小于当前iPhone的药丸形开孔。今年苹果还计划在iPhone 18 Pro系列上采用更小的灵动 岛。 为了增加相关功能，苹果对14英寸和16英寸的MacBook Pro机型进行了改造，采用了与iPhone相同的OLED（有机发光二极管）屏幕。（原本为Liquid视网 膜显示屏） 古尔曼提到，即便加入触控屏幕，苹果也不会将MacBook Pro定位为iPad的替代品， ...

2026 年，可以说是 Mac 的一个大年。 虽然先进的 2nm 制程工艺值得期待，但 M6 MacBook 更大的亮点，在于焕然一新这个模具——更轻 薄，OLED 屏幕，灵动岛，以及「违背祖训」的触控屏。 时隔五年，MacBook Pro 大升级 彭博社透露，MacBook Pro 的 OLED 屏幕将对标 iPad Pro，意味着 MacBook Pro 很有可能会同样采用双 层 OLED 技术，亮度和能耗表现都会更出色。 彭博社报道，除了有望下周亮相的 M5 Pro、M5 Max Mac 新品，以及全新入门款 MacBook，苹果已经 将全新 M6 MacBook Pro 提上日程，预计将于今年年底发布。 根据彭博社爆料，苹果两款新 MacBook Pro 的代号为 K114、K116，预计覆盖 14 英寸和 16 英寸的型 号。 比起全线推广，更大的可能性是和 M1 Pro/Max 时期类似，M6 Pro、M6 Max 这些高端型号的 MacBook Pro 率先换用新模具，M6 基础款继续沿用现有的设计，几年后再逐渐下放。 当前的 MacBook Pro 采用 mini-LED 面板和前置摄像头的「 ...