如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容 编译自 wccftech ，谢谢 。 据报道，Snapdragon 8 Elite Gen 5 将被应用在全球 75% 的 Galaxy S26 机型中，而 Galaxy S26 Ultra 则将在所有上市地区全系独占这款高通旗舰 SoC。假如三星有得选，它当然最希望能省下数 十亿美元的芯片采购成本，在自家手机中更多采用自研 SoC，但至少目前还做不到。有传闻称， 如果三星不履行与高通的协议，将被迫支付巨额罚金。 据称，三星在 2023 年的芯片支出达到约 90 亿美元。由于高通采用台积电下一代制程、转向自研 CPU 核心，其芯片价格持续上涨，三星的支出也只能继续增加。据说 Snapdragon 8 Elite Gen 5 单颗价格约 280 美元（具体依采购量而不同），这意味着三星不得不调涨 Galaxy S26 Ultra 的售 价，因为 Exynos 2600 只会覆盖剩余的部分机型。 尽管成本增加，三星仍坚持从高通采购旗舰芯片，这背后有其原因。X 平台用户 Alex 分享了一张 私信截图，他询问为何 Galaxy S26 Ultra 会采用 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The AI server market is experiencing a power supply revolution with the adoption of Battery Backup Units (BBUs) equipped with supercapacitors, driven by increasing demand from AI applications [1][13] - The ultra-slim smartphone market is polarized, with traditional bar-type models facing declining sales while foldable models are gaining traction, particularly from Chinese brands like OPPO [2][15] - Qualcomm is expected to maintain a dominant position in the Galaxy S26 series, supplying approximately 75% of the processors, indicating strong market confidence [3][16][17] - China's flexible export controls and exemptions are strategically aimed at managing supply chain disruptions while protecting its interests, reflecting a dual approach in international trade dynamics [4][18][19] Summary by Sections AI Server Power Supply - The BBU with supercapacitors is becoming a key component in AI servers, with demand increasing due to the AI server wave [1][13] - Major international players, including companies from the U.S., Japan, and South Korea, are actively developing supercapacitor products [2][14] Ultra-Slim Smartphone Market - The market is showing a split trend, with bar-type models like Apple's iPhone Air struggling, while foldable models are gaining popularity [2][15] Semiconductor Market - Qualcomm's Snapdragon is projected to dominate the Galaxy S26 series, maintaining a significant market share [3][16][17] Trade and Export Controls - China's Ministry of Commerce is using export controls and exemptions to navigate international trade challenges, aiming to protect domestic interests while engaging with global partners [4][18][19]

Key Points - Xiaopeng's new humanoid robot, IRON, faced skepticism regarding its authenticity, leading CEO He Xiaopeng to demonstrate its mechanical structure live to dispel rumors of it being a disguised human [4][5] - Nexperia's Dutch branch announced that Zhang Xuezheng is not reinstated as CEO, and the Chinese factory has halted wafer payments and supply, causing a significant impact on the semiconductor market [8][9] - The departure of Sun Dongxu from Dongfang Zhenxuan was confirmed by Yu Minhong, emphasizing a smooth transition without conflicts [9] - NIO's ES8 model achieved over 10,000 deliveries within 41 days, setting a record for electric vehicles priced above 400,000 yuan [14][15] - Xiaomi announced the discontinuation of its calling service, stating that the service's mission has been fulfilled as network calling has become widely available through various apps [17] - Xiaopeng's flying car division, Xiaopeng Huitian, has received over 7,000 orders for its first flying vehicle, with plans to establish sales teams and showrooms in major cities [18] - ByteDance's Lemon8 underwent a leadership change, with the original head leaving and being replaced by a leader from the successful Qit Music [25] - In the smartphone market, Vivo maintained its lead with an 18.5% market share, while Xiaomi and Huawei followed closely with 16.2% and 16.4% respectively, despite a slight decline in overall smartphone sales [26][27] - Nissan plans to sell its headquarters and close factories to address a projected loss of 275 billion yen, alongside a significant workforce reduction [33][35] - Tesla shareholders approved Elon Musk's unprecedented $1 trillion compensation plan, marking a historic moment in corporate compensation [36] - Stellantis announced a global recall of 375,000 vehicles due to battery issues linked to fire incidents, urging owners to park vehicles outdoors until repairs are made [47][48]

Core Insights - Qualcomm is transforming into a technology company covering a power range from 5W to 500W, diversifying its business from mobile to data centers, robotics, automotive, and wearable devices [2] - The company has launched two AI-focused system-on-chips (SoCs), AI200 and AI250, aimed at enterprises looking to run existing AI models efficiently rather than training new ones [2] - Qualcomm's CEO highlighted the competitive edge in the data center market with a focus on inference, building on the software ecosystem established since the launch of the Cloud AI 100 in 2020 [2] - The new AI200 and AI250 chips utilize a novel architecture with DDR memory and PCI Express interfaces to enhance energy efficiency and computational density [2] - Samsung is expected to use Snapdragon mobile SoCs 100% in the Galaxy S25, with a projected 75% usage in the Galaxy S26 [3] - The market for AI-enabled wearable devices, including smart glasses, smartwatches, and smart earbuds, is rapidly expanding, presenting a significant growth opportunity for Qualcomm [3]

Core Viewpoint - Qualcomm (QCOM.US) has provided optimistic revenue and profit guidance, driven by a recovery in smartphone demand, despite potential declines in chip shipments to key customers like Samsung Electronics (SSNLF.US) [1] Financial Performance - Qualcomm expects Q1 sales and adjusted EPS to be $12.2 billion and $3.40, respectively, exceeding analyst expectations of $11.62 billion and $3.31 [1] - In Q4, Qualcomm reported sales of $11.27 billion and adjusted EPS of $3.00, surpassing Wall Street's expectations of $10.79 billion and $2.88 [1][2] - The company disclosed a non-cash expense of $5.7 billion in Q4 due to new U.S. tax laws, resulting in a net loss of $3.12 billion, but emphasized that this did not affect adjusted performance metrics [5] Market Trends - The CEO noted a shift in consumer behavior towards upgrading mid-range smartphones to high-end devices, with a clear market divide between low-end and high-end models [2] - Qualcomm's stock has risen approximately 12.5% this year, lagging behind the Nasdaq Composite's 20.9% increase, amid concerns over tariffs and the company's ability to capitalize on the AI trend [2] Customer Dynamics - Apple, Samsung, and Xiaomi each contribute over 10% to Qualcomm's total revenue, with Qualcomm chips accounting for 100% of the latest Samsung Galaxy S25 series [3] - Qualcomm is preparing for a reduced share in the next Galaxy S26 model, down to 75% [3] - The company reported an 18% revenue growth from non-Apple customers in the recently concluded fiscal year, with mobile-related chip revenue growing 14% to $6.96 billion [3] Business Segments - Qualcomm's automotive business revenue surpassed $1 billion for the first time in Q4, reaching $1.05 billion, a 17% year-over-year increase [3] - The IoT business generated $1.81 billion in revenue, reflecting a 7% year-over-year growth [3]

Core Viewpoint - Samsung's 2nm GAA technology has shown remarkable progress, with the Exynos 2600 ready for mass production, potentially breaking Qualcomm's monopoly in the chip market [2][3]. Group 1: Exynos 2600 Performance - The Exynos 2600 is expected to deliver significant performance improvements over the Exynos 2500, matching the Snapdragon 8 Elite Gen 5 in single-core and multi-core performance, and outperforming Apple's A19 Pro in multi-threaded tests [3][4]. - The Exynos 2600 features a 10-core CPU configuration, including one main core, three performance cores, and six efficiency cores, along with the Xclipse 960 GPU, which is 15% stronger than Qualcomm's Adreno 830 GPU [4]. Group 2: Market Impact and Partnerships - Samsung has signed a $16.5 billion agreement with Tesla for 2nm chips, which is expected to attract more customers and boost Samsung's stock price [4]. - The Galaxy S26 series is anticipated to feature both Qualcomm and Samsung's chips, with the Exynos 2600 likely powering the Galaxy S26 and Galaxy S26 Edge, while the Snapdragon 8 Elite 2 will be used in the Galaxy S26 Ultra [6]. Group 3: Technical Specifications - The Exynos 2600 has been tested in a Samsung engineering device, achieving scores of 2,155 in single-core and 7,788 in multi-core tests on Geekbench, outperforming the Exynos 2500 and showing competitive results against Qualcomm's Snapdragon 8 Elite [5].

Samsung's announcing its $650 Galaxy S25 FE and the company appears to be squeezing in the launch of its new entry-level flagship right before Apple refreshes its iPhone line. If you're looking for a new phone that's under $800, you should consider the S25 FE. It has a few new perks to make it feel like an upgrade from earlier FE devices, but should also appeal to someone coming from Samsung's lowcost Galaxy A series or Motorola's Gline.The Galaxy S25 FE launches with the company's 1 UI8 overlay for Android ...

Group 1 - Samsung Electronics is negotiating partnerships with companies like OpenAI and Perplexity AI to integrate more AI services into the next-generation Galaxy devices, aiming to provide a richer alternative to Google's Gemini [1] - The company plans to offer diverse AI options for the upcoming Galaxy S26 smartphone series, moving away from reliance solely on Alphabet's AI models [1] - Samsung is reportedly close to finalizing an investment agreement with Perplexity to incorporate its applications and assistant features into its products [1] Group 2 - In the newly released Galaxy Z Flip 7 foldable phone, Samsung has adopted its self-developed Exynos chipsets to reduce dependence on Qualcomm and address market concerns regarding the efficiency and thermal performance of its Exynos series [2] - Apple is set to launch its first foldable iPhone next year, which will feature a design similar to Samsung's Galaxy Z Fold series and utilize several core components, including foldable OLED screens supplied by Samsung Display [2] - The introduction of more global companies into the foldable phone market is seen as beneficial for industry development, according to Samsung's mobile business president [2]

Core Viewpoint - Samsung has postponed the construction of its 1.4nm test line, originally scheduled for Q2 this year, with investments now expected to be delayed until the end of this year or early next year. This may push the mass production timeline for the 1.4nm process to around 2028 due to a sluggish market in the foundry business [1]. Group 1: Investment and Production Plans - Samsung's foundry division reported a loss of approximately 2 trillion KRW in Q1, leading to a reduction in its annual equipment investment plan from about 10 trillion KRW to around 5 trillion KRW [1]. - The company is shifting its focus to strengthening internal structures and concentrating resources on the 2nm process, which is expected to begin mass production by the end of this year [1]. - The Samsung System LSI division is planning to use the 2nm process for the upcoming "Exynos 2600" application processor, which is set to be released by the end of the year, potentially increasing the likelihood of successful mass production [1]. Group 2: Market Strategy - Samsung is actively seeking orders from major North American tech companies, including Tesla and Qualcomm, for its 2nm process [2]. - There are considerations to deploy the 2nm process at the newly constructed factory in Taylor, Texas, indicating a need to accelerate the development of this technology [3].

Core Viewpoint - Samsung's Galaxy S25 Edge, despite its innovative ultra-thin design, is facing disappointing sales, leading to significant production cuts, raising concerns about the future of the ultra-thin smartphone market and its impact on related supply chains [1][2] Group 1: Product Overview - The Galaxy S25 Edge features a thickness of only 5.8mm and weighs 163 grams, making it thinner and lighter than the S25 Ultra, which is 8.2mm thick and weighs 218 grams [1] - The phone's design incorporates flat metal materials for both the frame and back cover, showcasing a modern and minimalist aesthetic [1] Group 2: Market Impact - Initial expectations for the Galaxy S25 Edge were high, but its poor sales performance has led to a reduction in production, which is concerning for Samsung [1] - The disappointing sales of the Galaxy S25 Edge may affect Samsung's product strategy for the upcoming Galaxy S26, particularly regarding the potential replacement of the Plus version with the Edge model [2] Group 3: Industry Implications - The failure of the Galaxy S25 Edge raises questions about the demand for ultra-thin smartphones, which were anticipated to be the next big trend following foldable phones [1][2] - The industry is advised to monitor whether other brands like OPPO, vivo, Xiaomi, and Apple will introduce ultra-thin smartphones, as the market for foldable phones has gradually developed despite initial challenges [2]