亚马逊计划在芝加哥地区开设一家占地229,000平方英尺的商店，销售食品杂货和一般商品。这是亚马逊公司在实体零售领域的一次全新尝 试，借鉴了沃尔玛公司和塔吉特公司等竞争对手的大型超市模式。如果获得芝加哥郊区奥兰帕克市官员的批准，亚马逊最早可能在今年晚 些时候开工建设。本月初，该村规划委员会对该项目进行了审查，该项目已获得市长吉姆·道奇的支持。 1.今年以来已有超20家车企降价促销 2026年开局，中国汽车市场新一轮竞争随之开启，车企一方面开启促销优惠，另一方面加推改款车型增配不增价。但与去年不同的是，今 年车市的激烈竞争来得更早。据不完全统计，从1月1日至今，已有20多家车企、共计超75款车型发布了限时促销活动，且促销形式多样 化。部分车型直接采用现金补贴，部分车型玩起"一口价"卖车，部分车型则采用金融贷款3年免息或5年免息的策略，部分车型叠加置换补 贴、"补上加补"。全国乘联分会秘书长崔东树认为，此轮车企的降价不是"价格战"，而是价格的合理回归。但展望2026年，车企的降价势 头仍将持续。 2.亚马逊进军实体零售，计划开设一家类似沃尔玛的大型超市 点评：电商巨头携技术优势入局传统零售，或重塑行业竞争格局。 ...

2026年开年，存储芯片涨价潮仍在持续升级，这股涨价势头已从上游芯片制造端全面传导至消费电子、 AI 硬件、AIoT终端等下游领域，引发终端产品涨价、出货量下修等连锁反应。 据行业最新数据，2026年第一季度通用型DRAM合约价格环比涨幅将达55%至60%，NAND闪存产品价 格也将上升33%至38%，其中消费级大容量QLC产品涨幅不低于40%。另据韩媒报道，三星电子与SK海 力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%-70%。报道称，两家公司同 时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。 ▍手机提价潮或将延续 AI眼镜毛利压力提升 除笔电外，手机行业已明确出现因存储涨价导致的终端提价潮。2025年年底起，多家厂商陆续上调新品 价格，2026年这一趋势或将延续。 "存储价格2023年三季度已走出历史底部，2024年为首轮强反弹，2024年四季度至2025年上半年的'回调 +品类分化'小周期后，真正全面、宽基的强上行大概率在2026年兑现。"有券商电子研究员在接受《科 创板日报》记者采访时表示，本轮周期的核心驱动是需求错配、资本开支与技术迁移，周期或将持续到 ...

Core Viewpoint - The pressure of rising storage prices has begun to affect the consumer electronics sector, leading to price adjustments in key categories such as smartphones and laptops, particularly among leading PC manufacturers [1] Group 1: Price Adjustments - Major laptop manufacturers including Lenovo, Dell, and HP have collectively raised prices by approximately 500 to 1500 yuan [1] - Several new models of domestic smartphones have seen price increases ranging from 100 to 600 yuan compared to their previous generations [1] Group 2: Impact on AIoT Chip Manufacturers - AIoT chip manufacturers are experiencing differentiated impacts due to the rise in storage prices [1] - Companies involved in chip testing and other parts of the supply chain are presented with new opportunities as a result of these changes [1] Group 3: Market Outlook - Analysts predict that a comprehensive and broad-based increase in storage prices is likely to materialize by 2026, driven by demand mismatches, capital expenditures, and technological migration [1] - The current cycle may persist until the end of 2026 or even into 2027 [1]

Core Insights - The pressure of rising storage prices has begun to affect the consumer electronics sector, with major products like smartphones and laptops initiating price adjustments [1] - Leading PC manufacturers such as Lenovo, Dell, and HP have collectively raised prices by approximately 500 to 1500 yuan, while several new domestic smartphone models have increased prices by about 100 to 600 yuan [1] - AIoT chip manufacturers are experiencing varied impacts from the rise in storage prices, while companies in the supply chain, such as chip testing firms, are presented with new opportunities [1] - Analysts from brokerage firms suggest that a comprehensive and broad-based increase in storage prices is likely to materialize by 2026, driven by demand mismatches, capital expenditures, and technological migration, with the cycle potentially lasting until late 2026 or even 2027 [1]

Core Viewpoint - The semiconductor industry is facing unprecedented price increases across all hardware components, driven primarily by the surge in AI demand, leading to a supply chain crisis that affects consumer electronics significantly [4][10][12]. Price Increases and Market Dynamics - The average price of PCs is expected to rise by 4% to 8%, with major manufacturers warning of potential price hikes between 15% and 20% due to ongoing memory shortages expected to last until 2027 [4][10]. - The price of storage chips, particularly DRAM and NAND Flash, has skyrocketed, with contract prices increasing by 80% to 100% by December 2025, largely due to AI data centers' demand for high-bandwidth memory (HBM) [6][12]. - Graphics cards are also seeing price increases, with AMD and NVIDIA planning to raise prices starting in January and February 2026, respectively, due to rising costs of GDDR memory [7][12]. Impact on Hardware Components - The motherboard market is experiencing a significant decline in sales, with offline channel sales dropping over 50% due to high installation costs, leading to a "one-time price increase" strategy for new laptops [8][12]. - The overall PC market is at a crossroads, with a mix of urgent upgrade needs due to the end of Windows 10 support and rising semiconductor costs creating a "perfect storm" for the industry [10][11]. AI's Influence on Semiconductor Allocation - AI's unprecedented demand is reshaping the semiconductor industry's resource allocation, with a shift from consumer electronics to high-value AI chips, resulting in reduced supply for standard consumer-grade components [12][13]. - The global HBM market is projected to grow by 300% by 2025, as major manufacturers redirect DRAM capacity to meet the needs of AI chip producers like NVIDIA and Google [13][14]. Industry Responses and Strategies - Companies like Lenovo are increasing memory inventory to navigate shortages, while larger PC brands leverage their supply chain power to mitigate impacts [18]. - Upstream storage giants are adopting varied strategies, with Samsung shifting some HBM capacity to general DRAM production, while Micron focuses on the data center market [18][19]. - Some manufacturers are implementing flexible product strategies, such as offering "quasi-systems" without memory modules to transfer cost risks to consumers [20]. Future Outlook - The PC industry is entering a prolonged adjustment period, with 2026 expected to be particularly challenging as the market adapts to high costs and low growth [20]. - The current trend of "reduced volume, increased prices" is likely to persist until the AI demand's impact on advanced capacity diminishes, making it a new normal for the industry [20].

我们和多位身在现场的参展者、观展者聊了聊，尝试从他们的观察和体感中，找到一个窥探未来世界的切面。 来源：吴晓波频道CHANNELWU "这是我第一次来到CES现场。身处这场未来感十足的科技盛宴，感到一种刺激：我们正迎来一扇革命性、世纪级的机遇之窗。" 这是西门子中国CEO肖松参展第一天，向小巴发出的感慨。 每年1月，世界各地的科技从业者、企业家、工程师、创客，以及关心技术的普通人，会涌向拉斯维加斯，参与这场被称为"全球科技春晚"的展会：CES （国际消费电子展）。 CES现场人山人海 这篇文章发出之时，美国西部约是1月9日下午5点，为期4天的展会即将落幕。而它呈现的科技、传递的信号，将在接下来这一年，悄然重置世界对"人类 技术已走到何处"的感知与想象。 今年，智能经济研究学者胡延平用四个字形容这场展会："智启万物"。 "智启万物" 踏入今年CES的场馆，最直观的感受其实是：前沿科技展会越来越平民化、大众化了。 会场里最常见的，不是西装革履的企业代表们围坐在展台后的桌前谈合作、工程师和创客们凑在一起聊技术，而是来自世界各地的游客们挎着现场领的巨 大购物袋，兴致勃勃地体验"黑科技"、拍照打卡发社交媒体。 在经历了 ...

Core Insights - The CES 2023 showcased a significant shift towards consumer-oriented technology, emphasizing the integration of AI into everyday life and products [4][10][39] - The event highlighted the growing presence of Chinese companies, with over 1,200 exhibitors, reflecting a proactive approach to global markets and innovation [22][28] Group 1: Event Overview - CES is described as a "global technology spring festival," attracting a diverse audience including tech enthusiasts and ordinary consumers [4][9] - The event's theme, "Innovators Show Up," underscores the emergence of new companies and technologies, particularly in AI and robotics [21][22] Group 2: AI and Robotics - AI applications at CES 2023 were notably diverse, featuring robots capable of various tasks and AI-enhanced wearable devices [11][12] - The focus has shifted from merely showcasing AI capabilities to demonstrating how AI can create measurable value in the physical world [16][39] Group 3: Chinese Companies' Impact - Chinese enterprises dominated the robotics and AI application sectors, with a significant number of exhibitors and innovative products [28][29] - The enthusiasm of Chinese companies at CES is attributed to the AI-driven innovation ecosystem in China and a shift towards more aggressive international market strategies [22][26] Group 4: Market Trends and Consumer Engagement - The event revealed a trend towards practical, market-ready products rather than mere conceptual showcases, indicating a maturation of the tech industry [13][39] - There was a notable increase in consumer engagement, with many attendees expressing excitement over AI products that enhance daily life [23][26] Group 5: Industry Comparisons - A comparison of Chinese and American companies revealed differing focuses, with Chinese firms emphasizing product commercialization while American companies concentrated on foundational technologies and software ecosystems [29][42] - Korean companies also made a significant impact, leveraging cross-border supply chains and focusing on home service applications [32]

2026.01. 09 本文字数：1177，阅读时长大约2分钟 作者 | 第一财经 王珍 李亚妤进一步说，TCL华星、维信诺的8.6代OLED面板生产线预计分别将在2027年三季度和四季度量产，会进一步助力OLED面板在笔记本电脑上的应 用，预计OLED面板在笔记本电脑中的渗透率2030年将达到19%、接近20%的水平。"OLED屏将包揽高端笔记本电脑，并将在主流笔记本电脑市场占 有一席之地。" 应用了OLED屏之后，相比于用LCD（液晶）屏，笔记本电脑在轻薄、便携以及画质方面会有更优的表现。李亚妤预计，2030年OLED笔记本电脑屏的 出货量将达4500万片，同时由于生产线技术路线的差异，高世代OLED面板生产线的屏幕对笔记本电脑等IT产品，会有优品化、普惠化两方面的不同影 响。 在普惠化方面，由于TCL华星在建的8.6代OLED产线采用印刷工艺，有别于京东方、三星8.6代OLED产线采用的传统蒸镀工艺，工艺制程简化，有理论 成本优势。TCL华星5.5代印刷OLED产线正在做产品开发，其印刷OLED屏将应用于主流笔记本电脑，价格向刚性OLED屏看齐，会助力更多普惠型 OLED屏笔记本电脑上市。 除了屏幕升级 ...

在普惠化方面，由于TCL华星在建的8.6代OLED产线采用印刷工艺，有别于京东方、三星8.6代OLED产 线采用的传统蒸镀工艺，工艺制程简化，有理论成本优势。TCL华星5.5代印刷OLED产线正在做产品开 发，其印刷OLED屏将应用于主流笔记本电脑，价格向刚性OLED屏看齐，会助力更多普惠型OLED屏笔 记本电脑上市。 除了屏幕升级，芯片迭代也助推笔记本电脑升级。李亚妤说，英特尔、AMD今年CES都发布了采用2-3 纳米工艺的新一代芯片，芯片算力升级，将推动笔记本电脑算力从40 TOPS时代，进入50 TOPS时代。 未来三年，新一代CPU架构将会下沉到主流笔记本电脑的产品线，让其具备更多元的任务处理能力，多 应用场景将会融合。 随着更多OLED屏的应用、CPU更高算力的加持，2026年将是普惠性AI PC（个人电脑）推广的关键一 年。群智咨询总经理李亚琴预计，尽管有内存成本上涨的压力，但是全球笔记本电脑市场出货量2026年 仍有望同比持平，并将在2027年实现增长。 李亚妤进一步说，TCL华星、维信诺的8.6代OLED面板生产线预计分别将在2027年三季度和四季度量 产，会进一步助力OLED面板在笔记本电脑 ...

The AI frenzy is creating a big problem for consumer electronics 本周齐聚拉斯维加斯参加消费电子展的全球电子产品制造商们，对于未来一年的前景难免喜忧参 半。他们对人工智能驱动的智能新设备的期待依然高涨。然而，人工智能对内存芯片的需求量巨 大，而内存芯片对于智能手机、个人电脑、游戏机和汽车等各种电子产品都至关重要，这给电子 产品制造商带来了供应短缺的困境。 戴尔公司首席运营官杰弗里·克拉克称，这种情况是他见过的"前所未有的供需失衡"。中国智能 手机制造商小米也警告称，产品交付将延迟，价格也将上涨。分析师预测，受此影响，个人电脑 价格可能上涨15%至20%。市场调研公司IDC估计，如果这种情况持续下去，今年全球智能手机 出货量可能下降5%，个人电脑销量则可能下降近两倍。 半导体行业是一个周期性行业，容易出现供过于求和供不应求的情况。然而，这次的周期可能有 所不同，因为人工智能的需求正在重塑存储芯片的生产、定价和分配方式。对消费者而言，其影 响可能会持续数年。 此次资源紧张的核心在于DRAM，即智能手机、笔记本电脑和服务器中使用的内存。英伟达等公 司生 ...