公众号记得加星标⭐️，第一时间看推送不会错过。 主流PC市场正面临内存供需长期失衡的局面，据报道这种情况将持续到2028年。SK海力士的内部分 析显示，"商品级"DRAM的增长将十分有限，无法满足市场需求。我们已经知道DRAM价格高得离 谱，但这种情况似乎已经失控，使得大众难以买到价格合理的PC。 用户@BullsLab分享了据称是SK海力士内部分析的截图。该分析预测，除高带宽内存（HBM）和 SOCAMM模块外，普通DRAM的增长至少在2028年之前仍将受到限制。这是因为主要的内存制造商 已经将重心转移到满足AI服务器的需求上，而面向消费市场的产能出现显著增长的可能性仍然很低。 据报道，现有供应商的库存已降至历史低位，这进一步加剧了分配压力。报告显示，SK海力士等内 存制造商采取了保守的产能扩张策略，更注重维持盈利能力，而非向市场大量投放新的DRAM产品。 服务器DRAM的需求几乎呈指数级增长，预计明年增长速度将更快。 据全球最大的存储器制造商之一称，DRAM 供应紧张的局面预计将持续到 2028 年。 据估计，服务器份额将从2025年的38%飙升至2030年的53%。由于人工智能的蓬勃发展，云服务提 供商 ...

Core Viewpoint - Apple is set to unveil the iPhone 17 series and a new Apple Watch, with MediaTek entering the supply chain for the first time by providing 5G baseband chips, marking a significant milestone for the company [1][2]. Group 1: Apple Watch Updates - The new Apple Watch lineup will see comprehensive upgrades across all models, including the high-end Ultra and the budget SE, with the Ultra model introducing 5G and satellite communication features [1][2]. - Apple aims to increase the number of its proprietary baseband chips, reducing reliance on Qualcomm and Intel [1]. - The Apple Watch series is expected to have an annual shipment volume of at least 30 million units, capturing over 50% of the global smartwatch market [2]. Group 2: MediaTek's Role - MediaTek has been working on 5G separated chip technology for years and has successfully entered Apple's ecosystem after extensive testing and validation [2]. - The 5G functionality in the new Apple Watch will utilize low-power Redcap technology, combined with satellite communication capabilities [1][2]. - MediaTek has committed to supplying at least 5 million chipsets to meet customer demand, with potential for additional orders if Apple products are in high demand [2]. Group 3: Transition from Qualcomm - Apple is gradually moving away from Qualcomm's technology, with plans to integrate its own C1 modem into products, although the initial step involves using MediaTek's technology [3][4]. - The Apple Watch Ultra will be the first model to support 5G RedCap services, optimized for wearables and IoT devices [4]. - Apple's long-term goal includes developing its own wireless modems, with significant investments made over the past seven years [5].

Core Viewpoint - Apple is reportedly considering introducing 5G cellular connectivity for its MacBook series, with potential mass production as early as 2026 [1][5]. Group 1: Historical Context - Apple had previously developed a prototype with 3G connectivity back in 2007, which featured a sleek retractable antenna but was never released [3]. - After the initial prototype, Apple did not pursue cellular-enabled MacBooks for a long time [3]. Group 2: Technological Developments - Recent rumors suggest that Apple's renewed interest in cellular connectivity for MacBooks is largely due to advancements in its second-generation self-developed 5G modem, referred to as the C2 chip, which supports both Sub-6GHz and mmWave 5G networks [5]. - The mmWave technology is noted for its superior peak speeds and performance in densely populated areas compared to Sub-6GHz networks [5]. Group 3: Market Landscape - Other manufacturers have already introduced laptops with 5G connectivity, utilizing early hybrid architecture processors and external 5G modems since around 2020 [7]. - Currently, major companies like Intel, AMD, and Qualcomm rely on external modems for 5G connectivity in laptops, rather than integrating them directly into the main chip [9][10]. Group 4: User Behavior and Market Demand - The limited adoption of laptops with built-in 5G connectivity can be attributed to user behavior, as many users primarily use laptops in fixed locations rather than on the go [16]. - Additionally, laptops with built-in cellular capabilities often come with substantial data packages, which are necessary to make them competitive against mobile hotspots and Wi-Fi [18].

Core Viewpoint - Apple is advancing its self-developed chip strategy with the upcoming launch of the iPhone 17 series, new Mac models, and Apple Watch, indicating a significant shift in its hardware differentiation and vertical integration approach [1][2]. Group 1: Chip Development - Apple is developing at least seven new chips, including A19, A19 Pro, M5, M5 Pro, a new Apple Watch chip, a second-generation 5G modem (C2), and a combined Bluetooth and Wi-Fi chip (Proxima) [1][2]. - The A19 chip will be used in the iPhone 17 Air, while the A19 Pro will be featured in the iPhone 17 Pro and Pro Max, reinforcing Apple's strategy of using differentiated processors for high-end models [1]. - The M5 and M5 Pro processors are expected to be introduced in the updated 14-inch and 16-inch MacBook Pro series following the iPhone launch, continuing Apple's chip upgrade rhythm in its laptop product line [1]. Group 2: Enhancements in Wearable Technology - The Apple Watch Series 11 is anticipated to introduce a new processor (Bora), likely based on the A18 architecture, which will enhance the watch's performance and AI capabilities, solidifying Apple's leadership in the wearable market [2]. - The integration of Bluetooth and Wi-Fi into a single chip (Proxima) is expected to improve space utilization and power management across devices [2]. Group 3: 5G Technology and Future Outlook - The second-generation 5G modem (C2) is set to replace the current C1 chip used in the iPhone 16e, with expectations for it to debut in the iPhone 17e by 2025, showcasing Apple's efforts to reduce reliance on Qualcomm and strengthen its own connectivity solutions [2]. - This chip strategy reflects Apple's ongoing commitment to vertical integration and paves the way for enhanced collaboration among diverse devices, AI applications, and integrated communication technologies [2].