Workflow
Apple watch
icon
Search documents
【环时深度】四条供应链解锁中国市场“韧性密码”
Huan Qiu Wang· 2025-07-18 22:50
【环球时报报道 记者 肖震冬 倪浩 李萌】编者的话:以"链接世界,共创未来"为主题的第三届中国国际 供应链促进博览会(以下简称"链博会")于7月16日在北京开幕,吸引了来自75个国家和地区的企业和 机构。《韩国先驱报》报道称,值得注意的是,今年链博会国际参展商占比达35%,其中有连续三年参 展的"老朋友",也有首次参展的英伟达、施耐德、路易达孚等"新面孔"。《环球时报》记者分别走进链 博会先进制造业链馆区、智能汽车链馆区、数字科技链馆区、绿色农业链馆区,探寻一架飞机、一辆汽 车、一部手机、一根薯条背后,全球产业"链"接的深度与广度。 走入先进制造链馆区,《环球时报》记者发现,入口处第一个展台展出的便是航空产业链。今年,空中 客车中国公司(简称"空客")携手10家中国伙伴企业一同亮相链博会,展示了其产业链上、中、下游与 中国产供链的紧密联系。在同《环球时报》记者交流中,参展企业均提及,可靠的产品质量、稳定的交 付效率以及多样化的产品创新是中国供应商脱颖而出、在空客供应链中发挥重要作用的关键因素。 专注于商用飞机座椅等设备生产销售的湖北航宇嘉泰飞机设备有限公司(简称"嘉泰"),位于供应链的 中游。该公司工作人员对 ...
外企涌动链博会:“对手”变“队友”,“做大蛋糕”成共识
一场链博会,恰恰体现了全球经贸"链"的紧密。 英特尔的芯片与天工机器人"共舞",外资企业加速在华设立研发中心和地区总部,中国与世界供应链相 互交融。也许正如英伟达创始人兼CEO黄仁勋在活动上所说,中国的供应链是一个"奇迹",拥有最大、 最复杂的供应链体系。链博会的展商之间不再是"对手",而成了"队友",不是互相"抢蛋糕",而是一 起"做蛋糕"。 南方财经记者谭海燕 北京报道 当英伟达"取代"苹果成为第三届链博会的顶流,外界都想从这场大会里,一窥在外部环境不断变化的背 景下,中国还能如何与世界合作。 一边是美国对全球加税反复,另一边是中国高规格举行链博会,多家世界500强企业欣然赴约,参展商 总数突破1200家。更耐人寻味的是,美国企业参展数量逆势增长15%,苹果、特斯拉、英伟达等科技巨 头集体"打卡"。 作为第三届链博会主宾省的广东,则给了全球观察中国产业链供应链的窗口。灵巧手、AI芯片、电磁 网捕机器狗……高新技术产品密集展出,与此同时,对接会、交流会不断,广东正在从"为全球制造"转 向"让全球参与",成为全球的重要供应链节点。 参加链博会的外企越来越多 在前两届链博会,英伟达没来参展的时候,苹果的展位曾是 ...
携三家中国企业参展链博会 苹果:全球200家主要供应商中超八成在中国设厂
Mei Ri Jing Ji Xin Wen· 2025-07-16 12:02
每经记者|王晶 每经编辑|张海妮 7月16日,第三届中国国际供应链促进博览会(以下简称链博会)在北京开幕。作为全球首个以供应链为主题的国家级展会,本届链博会备受瞩目,英伟达 创始人兼CEO黄仁勋首次出席并发表演讲,引发广泛关注。与此同时,苹果公司第三次携多家中国供应链企业参展,具体包括为iPhone等产品提供电池的欣 旺达(300207.SZ)、为iPad等产品提供外壳原材料的山东创新以及提供自动化解决方案的杰士德,集中展示了苹果与中国供应链在智能制造与环保等领域 所取得的进展。 近年来,苹果越发关注供应链的情况,包括苹果公司CEO蒂姆•库克(Tim Cook)在内的高管频繁访华。蒂姆•库克曾直言:"对苹果的供应链来说,我觉得 没有比中国更为重要的地方了。过去30年我们一直不断地拓展我们在中国的供应链,而且不断地加大投资。" 苹果方面介绍,公司全球200家主要供应商中,超过80%在中国设有工厂,为苹果生产包括iPhone、iPad、Mac、AirPods、Apple Watch以及Apple Vision Pro 在内的产品。并且,在过去5年多时间里,苹果在中国智能制造和绿色制造领域的投资达200亿美元。 三 ...
vivo推出全新X Fold 5,力图吸引iOS用户转投阵营
Canalys· 2025-07-16 06:25
智能设备生态系统大致可分为两类:一类是 封闭生态 ,如 苹果 的iOS系列和华为的 HarmonyOS Next;另一类是 开放生态 , 如基于安卓 的系统。在竞争激烈的智能手机市场中,安卓厂商正努力在高端市场中取得突破,吸引来自 苹果 的用户。为了触达这些高价值、深度绑定于封闭生态的用户,安卓厂商持续探索提升兼容性的方法,试图在 苹果 构建的"围墙花园"中建立连接的通道。 2025年6月25日,vivo正式发布其最新一代折叠屏手机——vivo X Fold 5。除了在重量、厚度持续减轻以及影像能力 进一步提升之外,该产品实现了与 Apple w atch和AirPods的无缝连接,打破了安卓阵营与苹果生态间的壁垒,成为 智能手机行业前所未有的跨生态创新突破。这一举措不仅体现了vivo在生态建设与高端产品方面的差异化战略方向,也为行业在突 破生态壁垒、构建竞争性生态优势方面提供了全新思路。 探索打破生态壁垒的路径 在硬件层面,折叠屏的先发优势以及"移动办公"等小众却粘性极强的使用场景,为厂商提供了新的市场机会,有助于 提升品牌定位并吸引 苹果 用户。然而,仅靠差异化的硬件形态和功能,并不足以说服深度依赖 苹果 ...
X @Tim Cook
Tim Cook· 2025-07-15 18:54
Product Updates & Market Expansion - Hearing Test and Hearing Aid features on AirPods Pro 2 are now available in Australia, Indonesia, Taiwan, Vietnam, and more [1] - Sleep apnea notifications on Apple Watch are now available in Australia, Indonesia, Taiwan, Vietnam, and more [1]
Google Reportedly Melding Chrome OS and Android Into One Platform
PYMNTS.com· 2025-07-14 18:15
Is Google preparing to merge its Chrome operating system and Android into one?By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.In a conversation with TechRadar published Friday (July 11), Sameer Samat, president of ...
252亿砸向AI眼镜 Meta反攻!
在苹果、小米等品牌频频"出击"之时,Meta斥巨资收购下游厂商,发起反攻。2025年的赛场上,战况是 更加激烈了,手机厂商、AI初创公司、眼镜巨头,全部下场参战。这不仅仅是卖眼镜的战争,更是下 一代智能入口的正面对决! 在眼镜销量超过200万副之后,前两天,Meta又拿出252亿元人民币,直接收购依视路陆逊梯卡约3%股 份。明面上是深化合作,实际上是想把设计、出货、渠道全都牢牢攥在手里。 毕竟,现在的赛场上,科技企业们都来势汹汹。6月26日,小米发布首款AI眼镜,售价仅1999元,直接 对标Meta眼镜,但价格更低。 21世纪经济报道记者倪雨晴、实习生苏梓丹深圳报道 三天卖出近5万台,小米创下中国AI智能眼镜最快销售速度。 "又贵、又丑、又没用"——这,曾是AI眼镜的标签。但现在?Meta靠Ray-Ban卖出200万副,小米首发 当日卖爆上万副,苹果还没出手,出货目标就被喊到500万。一场关于AI眼镜的大战,一触即发! 巨头苹果也坐不住了。前几天知名分析师郭明錤就爆料说,苹果正在同步研发7款XR设备,其中苹果的 首个AI眼镜,预计将在2027年第二季度发布,会深度整合iPhone和Vision Pro生态系统 ...
对话 Even Realities 王骁逸:怎么把 599 美元的智能眼镜卖给 CEO 们
晚点LatePost· 2025-07-13 14:22
Core Viewpoint - The company Even Realities emphasizes that smart glasses must first be good glasses, focusing on design, comfort, and optical quality while integrating smart features [3][6][10]. Company Overview - Even Realities was founded by Will Wang, who previously worked on Apple Watch manufacturing design, and aims to innovate in the smart glasses market by prioritizing traditional eyewear qualities [5][6]. - The Even G1 smart glasses are lightweight (around 30 grams) and have a battery life of one and a half days, integrating prescription lenses with display technology [6][8]. Product Features - The Even G1 lacks cameras and speakers, instead featuring a monochrome display that projects images onto the lenses, targeting users who require discreet information access [4][17]. - The glasses are designed for comfort, with a focus on ergonomic weight distribution and aesthetics, ensuring they are appealing to wear [10][11]. Market Positioning - Even Realities positions itself against both high-end eyewear brands like LINDBERG and tech companies like Meta, aiming to create a high-end consumer product that merges design, AI, and manufacturing [8][9][21]. - The pricing strategy for the G1 is set at $599, comparable to high-end brands, reflecting the company's ambition to establish itself as a premium brand in the eyewear market [8][21]. Competitive Landscape - The company believes that many competitors are overselling the capabilities of their products, while Even Realities focuses on delivering a solid initial experience before expanding into more advanced features [15][20]. - The target market includes professionals who need efficient information access without distractions, differentiating from competitors that focus on entertainment or social features [16][20]. Future Vision - The company envisions a two-step approach: first, to attract current glasses wearers to smart glasses, and second, to enhance functionality with AI capabilities over time [14][28]. - The integration of AI is seen as a future necessity, with the potential to transform how users interact with information, positioning smart glasses as a primary device for information access [27][29]. Talent and Team - The team at Even Realities includes experts from both the eyewear and tech industries, ensuring a balanced approach to product development that emphasizes both design and functionality [8][36]. - The company aims to attract top talent by presenting a compelling vision of becoming a leading eyewear brand that could redefine user interaction with information [12][36].
Is Tim Cook secretly swole? #vergecast
The Verge· 2025-07-13 14:00
Executive Health & Wellness - Tim Cook is reportedly in excellent physical condition, engaging in regular and intense workouts, potentially influencing Apple's health-focused products [1][2] - Tim Cook's dedication to health and fitness is perceived as a positive attribute, suggesting his potential longevity in his role [2] - There is an ongoing, lighthearted observation and discussion about Tim Cook's physique and fitness level [1][3] Leadership & Image - The report humorously investigates and comments on Tim Cook's physical appearance and fitness [1] - The physical condition of other key executives, such as Jeff Williams, is also a point of (humorous) comparison, though with less information available [2]
Will a Leadership Change Be Enough to Turn Apple Around?
The Motley Fool· 2025-07-13 08:35
Core Viewpoint - Apple is experiencing a leadership change with the retirement of longtime COO Jeff Williams, to be replaced by Sabih Khan, which raises questions about the company's ability to turn around its disappointing stock performance this year [1][2]. Group 1: Leadership Change - Jeff Williams, Apple's COO, is retiring and will be succeeded by Sabih Khan, who has been with the company for 30 years and has served as senior vice president of operations since 2019 [1][4]. - Khan's responsibilities will include managing the supply chain and expanding Apple's customer base, while the design team will report directly to CEO Tim Cook [5]. Group 2: Current Performance - Apple's growth has stagnated over the past two years, with the stock down 16% in 2023, and it has been surpassed by Microsoft and Nvidia in market rankings [2]. - Despite solid revenue and profits, Apple's earnings have been relatively stagnant since 2022, lacking the growth narrative it had in previous years [10]. Group 3: Innovation and Product Development - Historically, Apple was known for its innovative products, such as the iPhone, iPad, and Apple Watch, which drove significant sales [6][7]. - Currently, while new models like the iPhone 16 are being released, groundbreaking innovations are less frequent, leading consumers to hold onto older devices longer [8]. Group 4: Future Outlook - The promotion of Khan may indicate a desire to maintain the status quo rather than pursue aggressive expansion, with concerns about the lack of new ideas in the design team [11]. - Apple is now viewed as a reliable value stock with a forward price-to-earnings ratio of 26.3 and a price-to-sales ratio of 8, along with a growing dividend yield of 0.5%, but its days as a dynamic growth company seem to be over for the time being [12].