折叠屏iPhone

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折叠屏+智能穿戴,这家公司加码MIM产能,散热项目或成新增长点丨机构调研
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:01
Core Viewpoint - The company, Jingyan Technology, specializes in MIM components for foldable smartphones and has begun mass production of cooling solutions, positioning itself for growth in various sectors including smart wearables and data servers [1][2][5]. Group 1: Company Overview - Jingyan Technology's main products include MIM components and modules, with a significant portion of revenue derived from these products, accounting for nearly 60% of total revenue [2][6]. - The company reported a revenue of 1.415 billion yuan in the first half of 2025, representing a year-on-year growth of 41.19%, and a net profit of 80.75 million yuan, up 36.37% [2][6]. Group 2: Market Position and Opportunities - The foldable smartphone market is expected to see a shipment of around 10 million units in China by 2025, with a compound annual growth rate of 10.6% projected until 2028 [5]. - The anticipated entry of Apple into the foldable smartphone market is expected to accelerate industry growth, with foldable phone sales projected to increase by 40%-60% in 2026 [5][6]. Group 3: Product Applications and Expansion - MIM components are being utilized in various fields, including smart wearables and data servers, with the company increasing its MIM production capacity [8]. - The company plans to raise up to 578 million yuan through convertible bonds to fund new production projects for precision MIM components and expand its R&D capabilities [8][9]. Group 4: Cooling Solutions and New Growth Points - The company has begun mass production of cooling solutions, including liquid cooling modules and heat pipes, targeting applications in energy storage and edge computing servers [9]. - The liquid cooling business is expected to benefit from increased domestic investment in computing infrastructure, potentially becoming a new growth driver for the company [9]. Group 5: Institutional Perspectives - Analysts from Zhonghang Securities and Huaxin Securities express optimism about the company's ability to capitalize on high-growth trends in the foldable screen and cooling sectors [10].
浪人早报 | 雷军年度演讲定档、巴菲特清仓比亚迪、刘强东年薪1元十年之约到期…
Xin Lang Ke Ji· 2025-09-22 11:56
Group 1 - Lei Jun will hold his 6th annual speech on September 25, focusing on Xiaomi's advancements in the玄戒 chip and Xiaomi's automotive developments [2] - Berkshire Hathaway has completely divested its shares in BYD, with the investment reportedly valued at zero as of March 31 [2] Group 2 - JD.com approved a ten-year salary plan for Liu Qiangdong, where he received only 1 yuan annually and was granted 26 million stock options, which is now set to expire [3] - WeChat users reported a bug when transferring data to the new iPhone 17, despite having sufficient storage available [3] Group 3 - Seven Chinese car owners have filed a lawsuit against Tesla for fraud regarding the Full Self-Driving (FSD) feature, marking the first such case in China [4] - China Mobile has launched an eSIM reservation page for users to sign up for the service [4] - NIO's Vice President Ren Shaoqing has been appointed as a Chair Professor at the University of Science and Technology of China [4] - Apple has informed suppliers to increase production of the iPhone 17 due to higher-than-expected consumer demand [4] Group 4 - The upcoming foldable iPhone is expected to have a starting price of at least $2000 (approximately 14,200 yuan), making it the most expensive iPhone to date [5] - OpenAI is expanding into the AI hardware sector, having secured assembly contracts with Luxshare Precision and is in talks with GoerTek for future product components [5] Group 5 - During the National Day holiday, the number of travelers is expected to increase by 130% compared to last year, with flight bookings reaching peak levels [7]
折叠 iPhone,其实是拼好 Phone
3 6 Ke· 2025-09-22 10:47
Core Insights - The iPhone 17 series and iPhone Air have been officially launched, with detailed evaluations highlighting Apple's strengths in design, technological innovation, and supply chain management [1] - The upcoming foldable iPhone is expected to feature a design reminiscent of "two iPhone Airs side by side," emphasizing a focus on design excellence [2][6] Product Design and Features - The foldable iPhone is anticipated to have a price around $2000, making it more expensive than competitors like the Pixel Fold ($1799) [3] - The expected thickness of the foldable iPhone, based on the iPhone Air's dimensions, could exceed 11mm, which may not meet industry standards for thinness [5][6] - The foldable iPhone is projected to utilize a new in-cell flexible OLED panel technology from Samsung, potentially making it the first smartphone to adopt this innovation [6][10] Technical Specifications - The foldable iPhone is rumored to have an external screen size of 5.5 inches and an internal display of 7.8 inches, along with a total of four cameras [10] - It is expected to adopt eSIM technology and utilize Apple's custom C2 baseband and N1 communication chips [11] - The design will likely incorporate a titanium alloy frame and advanced 3D printing techniques to reduce component size and weight [13] Production Timeline - Apple is currently in the Prototype 1 (P1) phase for the foldable iPhone, with expectations to complete major prototype testing by the end of the year [16][17] - The foldable iPhone is projected to launch in the second half of 2026, alongside the iPhone 18 Pro series [17][19] Market Strategy - To accommodate the foldable iPhone, Apple may adjust its release schedule, delaying the standard iPhone 18 to spring 2027 [19] - The iPhone 17 standard version has received significant upgrades, positioning it as a strong contender in the mid-to-high-end market [19]
港股收评:三大指数齐跌,半导体芯片股活跃,汽车股走低
Ge Long Hui· 2025-09-22 08:51
9月22日,港股三大指数集体收跌,全天呈现弱势震荡行情,继上周四刷新阶段新高以来走势趋弱。截 止收盘,恒生指数跌0.76%报26344点,国企指数跌1.07%报9370点,恒生科技指数跌0.58%报6257点。 消息面上,9月21日晚间,传奇投资者沃伦·巴菲特旗下的伯克希尔·哈撒韦公司清仓所持有的全部比亚迪 股份,彻底退出其在 $比亚迪股份-一百 (01211.HK)$ 的投资的消息传出。9月22日,比亚迪集团-品牌及 公关处总经理李云飞表示,2022年8月,伯克希尔开始陆续减持其于2008年购买的公司股票,去年6月其 持股就已在5%以下了。 | 序号 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 ^ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 01211 | 比亚迪股份--百 | (0) | 109.700 | -3.800 | -3.35% | | 2 | 09866 | 蔚来-SW | | 57.150 | -1.500 | -2.56% | | 3 | 00175 | 吉利汽车 | | 18.690 | -0.310 | -1. ...
外媒关注苹果新机划痕,明年折叠屏售价或超1.4万元
Guan Cha Zhe Wang· 2025-09-22 07:37
Group 1 - The core point of the articles is the anticipated launch of Apple's foldable iPhone, expected to be priced over $2000, making it potentially the most expensive iPhone ever [1][2] - The foldable iPhone is expected to be unveiled in the fall of 2026, possibly alongside the iPhone 18 series, with a design resembling two iPhone Airs placed side by side [1][2] - There are plans for Apple to introduce a foldable iPad by 2028, with a price range between $2000 and $2500 [2] Group 2 - The iPhone 17 series has recently launched, but it lacks standout features, focusing instead on engineering design improvements in battery life, screen, and durability [3] - Despite the lack of innovative features, the iPhone 17 series has shown strong market resilience, particularly in the Chinese market, where Apple has faced significant challenges [3][4] - The iPhone 17 Pro series has faced criticism for its susceptibility to scratches, raising concerns about its aluminum casing, although analysts believe this issue will not significantly impact sales [5][6] Group 3 - Analysts express concerns about Apple's competitive position, particularly regarding its lag in AI capabilities and the delayed introduction of foldable devices [6] - The market is witnessing increasing competition from companies like Meta, Google, and OpenAI, which may challenge Apple's dominance in the coming years [6]
消息称苹果计划在台湾地区试产折叠屏iPhone
WitsView睿智显示· 2025-09-19 10:17
Core Viewpoint - Apple is negotiating with suppliers in Taiwan to establish a test production center for the rumored foldable iPhone, expected to launch in 2026, with plans to replicate this setup in India for mass production [2][4]. Group 1: Production Plans - Apple aims to set up a small pilot production line in Taiwan to validate device performance and manufacturing processes for the foldable iPhone [2]. - The company plans to produce approximately 95 million units of the next iPhone series in 2026, a 10% increase from the total shipments in 2025, driven by the introduction of the foldable model [4]. - The pilot production line in Taiwan is still in the planning stages, facing challenges such as the need for around 1,000 operators and limitations in land and labor resources [2]. Group 2: Market Expectations - TrendForce estimates that foldable phone shipments will reach 19.8 million units in 2025, maintaining a penetration rate of about 1.6% compared to 2024 [4]. - Despite advancements in technology and product variety, the growth of foldable phone sales remains moderate due to consumer concerns over visible creases, durability, and pricing [4]. - The foldable phone market is currently viewed as a "high-end experimental product," with most users preferring high-cost-performance traditional smartphones [4]. Group 3: Future Outlook - A potential turning point for the foldable phone market may occur in 2026, with Apple's entry likely to increase consumer interest and acceptance of foldable devices [5]. - Apple's foldable phone is expected to feature a 5.5-inch external display and a 7.8-inch internal display, continuing the company's focus on stability and ecosystem integration [5].
苹果最早26年推出折叠屏手机,考虑在台湾试产
日经中文网· 2025-09-19 02:49
Core Viewpoint - Apple plans to initiate trial production of foldable iPhones in Taiwan before moving to mass production in India, aiming to reduce risks associated with geopolitical tensions between the US and China [2][4][5] Group 1: Production Strategy - Apple is discussing the establishment of a small-scale trial production line in Taiwan to validate equipment and manufacturing processes for foldable iPhones, which will later be replicated in India for mass production [4][5] - The strategy aims to mitigate risks from US-China and China-India tensions, as well as logistical challenges related to equipment and personnel [5] Group 2: Market Expectations - Apple anticipates that the introduction of the long-awaited foldable iPhone will contribute to a 10% increase in overall iPhone shipments by 2026, targeting approximately 95 million units for the new generation iPhone [4][5] - The total production target for all iPhone models in 2026 is projected to exceed 240 million units, reflecting a growth of about 10% compared to the current year [5] Group 3: Market Potential for Foldable Phones - The global smartphone market is nearing saturation, making foldable smartphones a key area for growth, with TrendForce predicting that global shipments of foldable smartphones will reach 19.8 million units by 2025, accounting for 1.6% of total smartphone shipments [5] - Samsung currently leads the foldable smartphone market, followed by Huawei [5]
曝马云已强势回归,阿里巴巴暂无回应;英伟达将以50亿美元入股英特尔;蜜雪冰城恢复柠檬水缺货;罗永浩名下锤子科技成老赖丨邦早报
创业邦· 2025-09-19 00:08
Group 1 - Nvidia announced a $5 billion investment in Intel to support the struggling chipmaker, but did not grant key chip manufacturing orders [3] - Alibaba's founder Jack Ma is reportedly making a strong return to the company, focusing on AI and competing with rivals like JD and Meituan [3] - DeepSeek issued a statement warning against fraudsters impersonating the company for scams related to "computing power leasing" and "equity financing" [4] Group 2 - Dongfeng Motor Group announced a joint venture to manufacture and sell smart off-road vehicles, indicating a strategic partnership with Man Technology [9] - Samsung plans to hire 60,000 new employees over the next five years, focusing on semiconductor, biotechnology, and AI sectors [7] - Amazon will invest over $1 billion to increase wages and reduce healthcare costs for its delivery employees, raising average wages to over $23 per hour [13] Group 3 - Apple is in discussions with suppliers for trial production of a foldable iPhone in Taiwan, aiming for mass production in India by 2026 [13] - The global first AI Database Agent was launched by Teable, which recently secured angel round financing from investors including ZhenFund and Baidu Ventures [14] - The new national standard for RVs in China will take effect on March 1, 2026, prohibiting sleeping and bathing while the vehicle is in motion [19]
美股盘前要点 | 美联储如期降息25个基点!英伟达官宣50亿美元入股英特尔
Ge Long Hui· 2025-09-18 12:34
Group 1 - U.S. stock index futures are all up, with Nasdaq futures rising by 1.13%, S&P 500 futures up by 0.74%, and Dow futures increasing by 0.46% [1] - Major European indices are collectively rising, with Germany's DAX index up by 1.16%, UK's FTSE 100 index up by 0.14%, France's CAC index up by 1.09%, and the Euro Stoxx 50 index up by 1.38% [1] - Nvidia announced a $5 billion investment in Intel but did not grant Intel key chip manufacturing orders [1] - Tesla signed a letter of intent with plant-based pharmaceutical company PharmAGRI for a large order of 10,000 Optimus 3+ humanoid robots [1] - Apple is reportedly in talks with suppliers to trial a foldable iPhone in Taiwan, aiming for mass production in India next year [1] - Meta launched its first Ray-Ban smart glasses with a built-in screen at the Connect conference, priced at $799 [1] - Google and PayPal have established a long-term strategic partnership focused on advancing multiple business solutions [1] - CrowdStrike released the industry's first integrated threat intelligence system, Threat AI [1] Group 2 - The Federal Reserve lowered interest rates by 25 basis points as expected, with the dot plot indicating two more rate cuts this year [1] - Novo Nordisk announced that Ozempic has superior cardiovascular protection efficacy compared to Eli Lilly's older drug Trulicity [1] - Blackstone Group committed to an additional £90 billion investment in the UK, following a previous announcement of a £10 billion investment to build data centers [1] - Roche will acquire biopharmaceutical company 89bio for $3.5 billion, enhancing its position in the weight loss drug market [1] - Electric vehicle manufacturer Rivian is advancing its factory plans in Georgia, targeting production by 2028 [1] - Reddit is in preliminary discussions with Google to negotiate a new content-sharing agreement for greater revenue [1]
“2T内存版iPhone”定价1999美元,苹果开始冲击2000美元价位
Hua Er Jie Jian Wen· 2025-09-11 01:24
Core Insights - Apple is transitioning into a high-end iPhone era with the introduction of the iPhone 17 Pro Max priced at $1999, marking the first time an iPhone has approached the $2000 price point, indicating a significant psychological threshold for consumers [1][4] - The pricing strategy for the iPhone 17 series has been relatively conservative, with the base model starting at $1099, only $100 more than the iPhone X launched in 2017, and the iPhone Air priced at $999, reflecting a modest increase [2][3] Pricing Strategy - The iPhone 17 Pro's starting price of $1099 is a slight increase from the iPhone X, and the base storage for the Pro series has been doubled to 256GB to mitigate the impact of price increases [2] - Apple's pricing adjustments come at a time when consumers are prepared for price changes due to tariffs, suggesting a strategic approach to maintain market acceptance [2][3] Future Outlook - Mark Gurman suggests that the $1999 price point for the iPhone 17 Pro Max is a "market testing balloon," indicating Apple's confidence in a segment of its customer base willing to pay premium prices for top-tier products [4] - Apple plans to introduce its first foldable iPhone next year, which is expected to be priced significantly above $2000, based on current market comparisons with similar products from competitors [4] - The upcoming "iPhone 20," anticipated to be a groundbreaking product, is expected to set a new pricing standard in the smartphone market, potentially exceeding current price norms established by the iPhone X [5]