来源：环球网 macrumors报道指出，此次合作不仅是苹果供应链多元化布局的重要一步，也标志着iPhone核心组件首 次落地美国生产。行业分析指出，苹果选择三星打破索尼垄断，一方面是看中其堆叠传感器的先进技 术，另一方面也有意分散供应链风险、贴近美国本土市场需求。据悉，搭载该新型传感器的iPhone 18 系列预计于2027年上半年发布。（旺旺） 外媒报道称，苹果与三星已于今年8月达成合作协议，三星将为iPhone 18打造首款商用三层堆叠图像传 感器。该传感器通过垂直堆叠多传感器层，可显著提升像素密度、弱光拍摄能力和动态范围，同时实现 更快读取速度与更低功耗，技术实力较当前索尼供应的传感器大幅升级。 【环球网科技综合报道】12月25日消息，据macrumors报道，苹果iPhone供应链将迎来重大调整——三 星将在美国得克萨斯州奥斯汀工厂为iPhone 18系列生产高端图像传感器，这标志着苹果终结了索尼对 iPhone图像传感器的独家供应格局。 为推进该项目，三星计划向奥斯汀工厂投资190亿美元，目前已启动设备安装筹备工作，公开招募机 械、电子技术人员及管理人员，并预计于2026年3月让新生产线正式投产。 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 人们关注的焦点在于，三星电子晶圆代工能否抓住机遇，通过与AMD和谷歌等北美科技巨头合作 来扭转局面。由于尖端半导体制造与国家安全直接相关，三星电子有望从美台之间持续的紧张关系 中获益。 因此，台积电未来在美国的任何投资，一旦规模超过一定门槛，都将受到日本经济产业省投资审查 委员会的严格审查。该审查还将从安全的角度评估投资对产业的影响以及技术保护措施的适当性。 三星电子预计将获得更多大宗订单，包括其Exynos 2600处理器、苹果的图像传感器，以及来自中 国比特微和嘉楠科技的挖矿专用集成电路（ASIC）。近期，该公司正与AMD合作，对其2nm第二 代（SF2P）工艺进行样品测试。据报道，谷歌的张量处理单元（TPU）高管也曾到访三星位于泰 勒的工厂，商讨产能供应问题。 一位半导体行业内部人士表示："据我了解，谷歌 TPU 团队曾到访三星位于泰勒的晶圆厂，讨论 了产能以及他们能够使用多少。" TPU是谷歌专为其数据中心设计的一款芯片。随着它逐渐成为英伟达图形处理器（GPU）的竞争 对手，预计其供应量将大幅增长。谷歌目前正计划将此前仅供内部使用的TPU出售给Meta等外部 ...

据世界半导体贸易统计组织12月最新预测，2025年全球半导体市场规模有望同比增长22.5%至7720亿美 元，且2026年将进一步保持26.3%的增长率，营收逼近1万亿美元大关，行业迎来确定性增长周期。 在此背景下，国内半导体企业加速全球化资本布局的动态贯穿全年：国产GPU领域代表性企业摩尔线程 于12月5日登陆科创板，沐曦股份紧随其后于12月17日在科创板上市。12月中旬，此前已于A股上市的 两家千亿级半导体巨头豪威集团、兆易创新相继迈入港股发行前最终准备阶段。 半导体巨头密集冲刺A+H两地上市，凸显出行业借资本市场抢抓产业扩张周期、通过全球化布局巩固 竞争力的鲜明导向。 豪威的变局与增长 从业务根基来看，豪威集团前身为韦尔股份，2019年通过收购豪威科技完成从半导体分销向芯片设计的 战略转型，2025年6月正式更名后，进一步确立了以图像传感器为核心的业务方向，公司目前市值已达 1504亿元。 业务扩增为业绩带来了增长，也成为其赴港上市的坚实基础——公司财报显示，2025年前三季度营业收 入217.83亿元，同比增长15.2%；归母净利润32.1亿元，同比增长35.1%。 国信证券研报指出，豪威集团的增长主 ...

01.豪威的变局与增长 从业务根基来看，豪威集团前身为韦尔股份，2019年通过收购豪威科技完成从半导体分销向芯片设计的 战略转型，2025年6月正式更名后，进一步确立了以图像传感器为核心的业务方向，公司目前市值已达 1504亿元。 业务扩增为业绩带来了增长，也成为其赴港上市的坚实基础——公司财报显示，2025年前三季度营业收 入217.83亿元，同比增长15.2%；归母净利润32.10亿元，同比增长35.1%。 国信证券研报指出，豪威集团的增长主要得益于公司对市场机遇的把握，一方面紧跟汽车智能驾驶领域 的发展浪潮，借助该领域渗透率的快速提升扩大业务规模；另一方面在全景相机、智能眼镜等智能影像 终端应用市场持续拓展，形成了显著的增长动力。与此同时，公司通过产品结构优化与供应链梳理等举 措，推动毛利率持续改善，经营质量稳步提升。 从发展历程来看，公司已成功走出此前的行业调整期，展现出较强的经营韧性。第一创业证券研究所分 析师郭强在报告中指出，此前两年公司曾经历以降价和去库存为主的行业调整阶段，而目前已实现营业 收入增长的持续改善。从业务结构来看，图像传感器业务已成为公司的核心支柱。以2024年年报为参 考，不仅收 ...

Core Insights - The article highlights the recent approval of Hong Kong stock listing for three leading semiconductor companies: 澜起科技 (Lianqi Technology), 兆易创新 (Zhaoyi Innovation), and 豪威集成电路 (OmniVision Technologies), indicating the attractiveness of the Hong Kong market for core technology assets [1]. Group 1: Lianqi Technology - Lianqi Technology is the global leader in memory interface chips, planning to issue 130,204,100 shares, the largest among the three companies [3]. - The company has maintained its position as the top provider of DDR5 interface chips for six consecutive years, with a projected overall market share of 36.8% in 2024, and a DDR5 segment share of 40%-45%, leading international competitors by 6-12 months [3]. - Lianqi's "1+9" distributed buffer memory architecture has been adopted as an international standard by JEDEC, with the second-generation product set to launch in 2025, achieving a transmission speed of 12800MT/s and a performance increase of 45% [3]. - The funds raised from the Hong Kong listing will focus on enhancing AI computing chips and data center technology development, further solidifying its global market advantage [3]. Group 2: Zhaoyi Innovation - Zhaoyi Innovation has successfully penetrated the mainstream automotive supply chain with its automotive-grade products, and its DDR4 8Gb products are now in mass production [6]. - The company anticipates revenue contributions from LPDDR4 in the second half of 2025, with the funds from the Hong Kong listing primarily allocated to high-end automotive electronic chip R&D and expansion into the AI IoT market [6]. Group 3: OmniVision Technologies - OmniVision Technologies, a top semiconductor design company, plans to issue up to 73,670,200 shares [8]. - Founded in 1994 and listed on the Shanghai Stock Exchange in 2017, OmniVision is one of the few companies with both semiconductor R&D and distribution capabilities, owning well-known brands such as OmniVision, Will Semiconductor, and Superpix [8]. - The company's products, particularly in image sensors, are widely used in consumer electronics and automotive electronics, allowing it to maintain a significant position in the global market [8]. - The upcoming Hong Kong listing aims to attract international long-term capital, optimize the shareholder structure, and provide financial support for global business expansion [8].

预计2025年分立器件市场将同比下降0.4%，较此前预测的2.6%的降幅有所上调。从2025年1月至10月的实际数据来看，同比下降1.7%，但预计未 来将出现复苏。与去年同期相比，降幅正在收窄，因此这一预测是合理的。最大的不利因素是功率晶体管市场（占该领域的大部分）的低迷期持续 时间超出预期。这主要是由于电动汽车需求下降所致，但该市场目前已开始复苏，因此需求可能会稳步增长。然而，由于许多中国企业正试图在该 领域实现量产，中长期来看，由于供应过剩，单价可能会继续下降。虽然预计2026年将同比增长8.2%，但我个人预计增幅将仅限于0-5%左右。 | | 2019CY 2020CY 2021CY 2022CY 2024CY 2025CY 2026CY | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Total Semiconductor(MS) | 412,307 440,389 | | | | 555,893 574.084 526,885 630,549 772,243 975,460 | | | | | Dis ...

Capital Market Highlights - The China Securities Regulatory Commission (CSRC) Chairman Wu Qing emphasized the need to enhance the inclusiveness and adaptability of capital market systems [5] - The highly anticipated company Moore Threads debuted on the STAR Market with an issue price of 114.28 yuan per share, making it the most expensive new stock this year, with market expectations for over 100,000 in returns [5] - The brokerage firms released their December stock picks, with notable mentions including Zhongji Xuchuang (8 firms), Alibaba (7 firms), and Hengli Hydraulic (6 firms) [5] Industry Insights - The robotics sector saw a significant rise in shares of Gushen Intelligent, supported by the Trump administration's push for robotics development, alongside reports of a US-China robotics arms race [8] - The second Phosphorus-Lithium Industry High-Quality Development Conference is taking place from December 5 to 7 in Guiyang, China, indicating heightened interest in the phosphorus-lithium sector [9] - Longxin Technology, a domestic storage giant, is set to submit its IPO prospectus, marking it as the first and only IDM company in mainland China to achieve large-scale production of general-purpose DRAM [9] Company Developments - CATL announced plans to achieve long-distance ocean navigation for pure electric vessels within three years [9] - Xingfa Group received an order from BYD for the processing of 80,000 tons of lithium iron phosphate [9] - Chaoying Electronics plans to invest $100 million in its Thai subsidiary for an AI computing power advanced PCB expansion project [9] - Geke Micro's image sensor products have cumulatively shipped over 100 million units [9] - Yunji Technology reported that its consumer electronics products are applied in mainstream smartphone brands such as Huawei and Xiaomi [9] - Meilixin plans to raise no more than 1.2 billion yuan through a private placement for semiconductor equipment precision structural components projects [9] - Huazhu High-Tech intends to establish a joint venture to enter the 3D printing service sector [10] - Jiangbolong announced that its enterprise-level storage products have been integrated into the supply chain of leading internet companies [10] - Dong'e Ejiao plans to repurchase shares worth between 100 million to 200 million yuan for capital reduction [10] - Sun Cable's major shareholder plans to reduce its stake by no more than 3% [10]

Macro Highlights - The People's Bank of China will conduct a 1 trillion yuan reverse repurchase operation on December 5, 2025, with a term of 3 months to maintain ample liquidity in the banking system [1] Industry News - The Ministry of Industry and Information Technology emphasizes the importance of industrial internet innovation and development, aiming for deep integration with technologies like AI, 5G, and big data [2] - Hubei Province plans to achieve a shipbuilding industry output value exceeding 130 billion yuan by 2027, with an average annual growth rate of over 15% [2] - The China Passenger Car Association forecasts that domestic automobile sales will exceed 35 million units during the 14th Five-Year Plan period, with a penetration rate of new energy vehicles surpassing 70% [3] - Copper prices have reached a historical high of $11,540 per ton, with Goldman Sachs predicting a new high-price trading phase starting next year [4] Company News - Haisen Pharmaceutical plans to reduce holdings by a total of no more than 124,300 shares [5] - ST Xianhe will remove other risk warnings starting December 8 [6] - Aerospace Electromechanical states that its main business does not involve commercial aerospace [7] - Junya Technology reports that the revenue share from PCB products used in humanoid robots is minimal [8] - Feiwo Technology's major shareholder increased its stake by 26,300 shares during stock price fluctuations [9] - Zhongwei Electronics is planning a change in control and will suspend trading from December 5 [10] - Suhao Huihong intends to swap assets with its controlling shareholder, including a 2.33% stake in Zijin Insurance [11] - Zhongbai Group is closing some stores, expecting a loss of approximately 180 million yuan [12] - Aiwei Electronics has received approval from the Shanghai Stock Exchange for a convertible bond issuance [13] - Meilixin plans to raise no more than 1.2 billion yuan through a private placement for semiconductor equipment projects [14] - Chongqing Water Affairs intends to acquire a sewage treatment project for 255 million yuan [15] - Various companies are engaging in share buybacks, stake reductions, and strategic investments to enhance their market positions [16]

每天三分钟公告很轻松 冠中生态：控股股东变更为深蓝财鲸；兴发集团：子公司与青海弗迪签订磷酸铁锂委托加工协议；美利 信：拟定增募资不超12亿元；东阿阿胶：拟斥资1亿至2亿元回购股份…… 今日看点 ▼聚焦一：冠中生态：控股股东变更为深蓝财鲸 公司原控股股东冠中投资及原实际控制人李春林、许剑平于2025年9月26日与杭州深蓝财鲸人工智能科 技合伙企业（有限合伙）（以下简称"深蓝财鲸"）签署了股份转让协议，约定冠中投资拟分两期向深蓝 财鲸转让所持有的2170.49万股公司股份。 公司于近日获悉上述第一期标的股份已办理完成相关股份过户登记手续，并取得了中国证券登记结算有 限责任公司深圳分公司出具的《证券过户登记确认书》。本次过户登记涉及股份为第一期1470.33万股 标的股份，协议转让价格为15元/股，转让价款为2.21亿元。 第一期标的股份转让完成后，公司的控股股东变更为深蓝财鲸，实际控制人变更为靳春平。 ▼聚焦二：兴发集团：子公司与青海弗迪签订磷酸铁锂委托加工协议 公司全资子公司湖北兴顺新材料有限公司与青海弗迪实业有限公司（以下简称"青海弗迪"）签署《磷酸 铁锂委托加工协议》，由青海弗迪委托兴顺新材料加工生产8万吨 ...

Core Viewpoint - The major shareholder of Haowei Group, Yu Renrong, has announced a donation of 36 billion yuan worth of stocks to support the development of Ningbo Oriental Institute of Technology, reflecting a commitment to educational philanthropy and community development [1][4]. Group 1: Donation Details - Yu Renrong plans to donate 30 million shares of Haowei Group, representing 2.48% of the company's total shares, to the Ningbo Oriental Institute of Technology Education Foundation [1][9]. - Additionally, the Yu Renrong Education Foundation will donate 600,000 shares, approximately 0.05% of the total shares, to comply with regulations [1][9]. Group 2: Company Background - Haowei Group, founded by Yu Renrong in 2007, is a leading manufacturer of image sensors and ranks among the top three globally, supplying major companies like Xiaomi, Huawei, and BYD [5][12]. - As of the latest data, Yu Renrong holds 333,472,250 shares of Haowei Group, accounting for 27.57% of the total shares, while the Yu Renrong Education Foundation holds 6,690,410 shares, or 0.55% [3][11]. Group 3: Financial Performance - In the first three quarters of the year, Haowei Group reported a revenue of 21.783 billion yuan, a year-on-year increase of 15.2%, and a net profit of 3.21 billion yuan, up 35.15% year-on-year [7][14]. Group 4: Educational Initiatives - Yu Renrong has previously committed over 20 billion yuan to establish a new research-oriented university in Ningbo, which was approved by the Ministry of Education in June [14]. - The university will offer undergraduate programs in computer science (AI focus), electronic science (integrated circuit focus), intelligent manufacturing engineering, and mathematical sciences, with a competitive admission score of 656, ranking second among universities in Zhejiang province [14].