不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 10月2日消息，据韩媒报道，全球第一款2nm芯片要来了！三星2nm工艺处理器Exynos 2600的量产工 作已在近期启动，量产用的首批晶圆已被投入。 据业内人士透露，Exynos2600早已经"Fab-out"，年底就要在新的Galaxy S26系列上商用了。 Fab-out是半导体晶圆制造过程中的关键节点，指晶圆完成所有前端工艺流程后进入后端测试与封装的 阶段 ， 进入后端的晶圆测试、封装、封装测试等环节。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 需要注意的是，这次三星依然不会全线切回自研芯片，只是部分国家和地区会搭载，依然是以高通第五 代骁龙8至尊版为主供。 根据此前的跑分信息，单核3309，多核11256，多核与高通第五代骁龙8至尊版、联发科天玑9500基 本持平，单核会弱一些。 据悉，Exynos 2600采用1+3+6十核心设计，目前最新版本超大核主频是3.8GHz、大核主频是 3.26GHz，小核主频是2.76GHz。 此前Exynos 250 ...

Core Viewpoint - The article highlights Samsung's advancements in AI technology through its Galaxy Z Fold7 and Z Flip7 devices, emphasizing the integration of AI features that enhance user experience and productivity in the smartphone market. Group 1: AI Technology and User Engagement - Samsung has evolved its Galaxy AI from a basic offering to a more robust platform, with 47% of surveyed users relying on AI features daily, and over 70% of Galaxy S25 users frequently utilizing Galaxy AI [1] - Among Galaxy S25 users, 50% use AI as a productivity tool, while 40% leverage it for creative purposes, indicating strong user engagement with AI functionalities [1] Group 2: Samsung One UI 8 Enhancements - The new Samsung One UI 8 is optimized for foldable devices, allowing users to switch application windows and adjust layouts for efficient multitasking on the Galaxy Z Fold7 [2] - Features like smart drag-and-drop and automatic content categorization enhance user interaction, making it easier to manage tasks and information [2][3] Group 3: Real-time Information and Performance Optimization - Instant briefing and real-time window features on the Galaxy Z Fold7 allow users to access important information without unfolding the device, improving convenience [3] - The system optimizes battery performance by freezing unused applications and managing power consumption during sleep, extending device longevity [3] Group 4: Multi-modal AI Capabilities - The integration of multi-modal AI in the Galaxy Z Fold7 enhances user experiences in searching, creating, and communicating, with Bixby providing comprehensive support for various tasks [5] - New AI features include problem-solving for K12 subjects and continuous translation capabilities, making the device versatile for educational and practical uses [7] Group 5: Creative Tools and Meeting Assistance - The Galaxy Z Fold7 offers advanced content creation tools, such as generative editing and audio noise reduction, which assist users in producing high-quality media [7] - The newly introduced teleprompter function aids users in delivering presentations smoothly, enhancing the device's utility for professional settings [9] Group 6: Galaxy Watch8 Series - The Galaxy Watch8 series complements the Galaxy ecosystem with advanced health tracking features and a comfortable design, promoting a healthier lifestyle for users [10] - The integration of Samsung BioActive sensors provides real-time health insights, encouraging users to adopt better health habits [10]

Core Viewpoint - The article highlights Samsung's focus on integrating advanced AI technology into its new Galaxy Z Fold7 and Galaxy Z Flip7 devices, aiming to enhance user experience and redefine smart interactions in the mobile sector [1][3]. Group 1: AI Integration and User Experience - Samsung's "AI for All" vision aims to embed AI experiences into daily life, with 47% of surveyed users relying heavily on AI services [3]. - Over 70% of Galaxy S25 series users frequently utilize Galaxy AI, with 50% using it as a productivity tool and 40% for creative purposes [3]. - The new Samsung One UI 8 system enhances Galaxy AI functionality, targeting over 400 million devices by 2025 [3]. Group 2: Device Features and Enhancements - Samsung One UI 8 offers tailored optimizations for the Galaxy Z Fold7 and Z Flip7, enhancing multitasking and user personalization [4][5]. - The upgraded smart drag-and-drop feature allows users to share content across applications and organize favorites efficiently [7]. - Instant briefing and real-time window features provide users with relevant information without needing to open applications, improving information retrieval efficiency [8]. Group 3: AI Capabilities and Tools - Galaxy AI serves as a versatile assistant, capable of processing multiple file formats and providing summaries, translations, and creative suggestions [9][12]. - The "Circle and Search" feature has been upgraded to include AI problem-solving for K12 subjects and continuous translation capabilities [11]. - Content creation tools have been enhanced, allowing users to edit photos, generate AI avatars, and clean audio tracks effectively [12]. Group 4: Wearable Technology - The Galaxy Watch8 series introduces advanced sensor technology for health monitoring and a new teleprompter feature for presentations [13][14]. - The devices are designed for comfort and precision, offering real-time health insights and encouraging healthier habits [16]. Group 5: Sales Promotions and Consumer Engagement - Samsung is currently offering promotional deals for the Galaxy Z Fold7 and Z Flip7, including storage upgrades and interest-free financing options [17].

Core Points - An incident occurred where Apple's official Weibo account mistakenly promoted Samsung's Galaxy Z Flip7, leading to unintended advertising for a competitor [1][3] - The post intended to highlight Apple's parental control features but included a video of the Samsung device, which has since been removed from the account [3] - Speculation arose that the error was due to both companies using the same advertising agency in China, but a blogger clarified it was a bug in the Weibo client that caused the mix-up [5] - This incident is notable as Apple is reportedly developing its first foldable iPhone, expected to launch in September next year, which will compete directly with Samsung's foldable products [6] - The Samsung Galaxy Z Flip7 was launched on July 9 in New York, with a starting price of 7,999 yuan in China, featuring a thickness of 6.5 mm when unfolded, a weight of 188 grams, and a dual-camera setup [6]

Group 1 - OpenAI launched a new ChatGPT learning mode that assists learning through gradual guidance rather than quick answers, available for various user tiers [1] - Amazon signed an AI licensing agreement with The New York Times, committing to pay between $20 million to $25 million annually, allowing the use of NYT content for AI model training [2] - Google confirmed it will sign the EU's voluntary AI code of conduct, aimed at helping AI developers comply with EU AI regulations, while Meta previously rejected the framework [2] Group 2 - ZTE unveiled its first emotional AI pet named "Mochi" at the World Artificial Intelligence Conference, promoting it as a smart companion capable of emotional connection [3] - Microsoft identified the top 10 professions most impacted by AI, with translators and interpreters being the most affected, while roles like nursing assistants and heavy equipment operators are less impacted [4] - Apple experienced a setback in its AI strategy as four AI researchers left for Meta within a month [5] Group 3 - Huawei's HarmonyOS 5 terminal count surpassed 10 million, as announced by Yu Chengdong, a senior executive at the company [7] - Xiaomi's automotive division announced the rollout of its 10 million Clips version of end-to-end assisted driving features, emphasizing the importance of user attention during driving [8]

Group 1: Company Developments - Xiwanda has submitted a listing application to the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors [1] - Starbucks CEO Brian Niccol mentioned that over 20 potential buyers have shown interest in acquiring the company's stake in the China market [3] - Starbucks reported third-quarter revenue of $9.5 billion, with same-store sales down 2%, and net profit of $558.3 million, significantly lower than expected [4][15] - Meta Platforms reported second-quarter revenue of $47.52 billion, a 22% year-over-year increase, with net profit of $18.337 billion, up 36% [13] - Adidas reported second-quarter revenue of €5.95 billion, a 2.2% year-over-year increase, with net profit of €369 million, up 94% [14] Group 2: Financial Performance - CATL achieved a net profit of 30.512 billion yuan in the first half of the year, a 33.02% year-over-year increase, with revenue of 178.886 billion yuan, up 7.27% [16] - Luckin Coffee reported second-quarter net revenue of 12.36 billion yuan, a 47% year-over-year increase, with net profit of 1.25 billion yuan, up 44% [16] - Prada's first-half net revenue reached €2.74 billion, an 8% year-over-year increase, with net profit of €386 million [17] - Airbus reported first-half revenue of €29.610 billion, with a net profit of €1.525 billion [17] Group 3: Market Trends - Ryanair announced it will cease operations at three French airports due to high ticket taxes imposed by the French government, which increased by 180% [6] - Mercedes-Benz warned of a significant decline in annual revenue due to tariffs affecting car and truck sales, with expectations of lower sales in 2025 compared to last year [10]

Group 1 - On July 30, Apple's official support account mistakenly promoted Samsung's Galaxy Z Flip7 while discussing Apple's parental control features [1][3] - The promotional content featuring Samsung's video was later deleted by Apple's account [1] - A humorous comment from a netizen suggested that both Apple and Samsung's service accounts might be managed by the same outsourced individual [3] Group 2 - Apple customer service was contacted regarding the incident but stated they had not received any notifications about it [3]

Core Viewpoint - Samsung's latest Unpacked event strategically addressed major obstacles facing the proliferation of foldable smartphones, such as device thickness, high prices, and growing privacy concerns in the AI era [1][2] Group 1: Market Dynamics - Global foldable smartphone shipments are expected to grow by 12% year-on-year in 2024, reaching 17.2 million units, but Samsung's market share has declined from 54% to 45% [1] - The overall foldable smartphone market is projected to stagnate in growth by 2025, indicating a need for Samsung to stimulate new market demand and transition foldable devices from niche to mainstream [1] Group 2: Product Innovations - Samsung introduced the Galaxy Z Fold7 and Flip7, the lightest and thinnest foldable smartphones to date, with the Fold7 measuring only 8.9mm thick and weighing 216 grams, aiming to address user complaints about the bulkiness of foldable devices [3] - The Galaxy Flip7 FE, priced at $899, is a new addition aimed at making foldable technology more accessible while maintaining some design elements and features from the Flip6 [5] Group 3: Consumer Behavior Insights - The lightweight design of foldable devices enhances portability and comfort, but its impact on consumer purchasing behavior remains uncertain, as lighter devices may be perceived as fragile or limited in functionality [4] - Samsung's extensive offline retail presence is crucial for allowing consumers to experience the products firsthand, potentially converting interest into purchases [4] Group 4: Privacy and Security Features - Samsung launched the KEEP system, part of the Knox platform, focusing on local privacy protection in the AI era by enabling application-level encrypted storage of sensitive user data [8] - The introduction of KEEP enhances user control over data and security, addressing privacy challenges posed by increasingly personalized AI solutions [9] Group 5: Competitive Positioning - Samsung's strategy with the Flip7 FE aims to capture the mid-range foldable market while preserving the premium positioning of its flagship series, targeting users interested in foldable technology without the high price tag [7] - The foldable smartphone market is viewed as a high-end segment, and Samsung, like its competitors, is cautious to avoid early commoditization of its products [7]

Core Viewpoint - Samsung Electronics has aggressively expanded its presence in the foldable smartphone market since launching the Galaxy Z Fold in February 2019, recently introducing its seventh generation of foldable devices, including the Galaxy Z Fold7 and Galaxy Z Flip7, with plans for an Android tri-fold phone by the end of the year [2][3] Group 1: Market Position and Competition - Samsung has alternated leadership in the global smartphone market with Apple, with foldable phones being a key strategy for growth in the high-end market and a crucial factor for increasing shipments in China [2][3] - In Q1 2023, the global smartphone market saw a slight year-on-year growth of 0.2%, with high-end devices (priced above $600) accounting for about 30% of shipments, growing by 12% year-on-year. Apple holds nearly 60% of this high-end market, while Samsung's share is 22%, reflecting a 1% decline [3] - In the Chinese smartphone market, major brands including Huawei, Vivo, Xiaomi, OPPO, Apple, and Honor dominate with over 95% market share, while Apple leads the high-end segment with a 43% share, down 9% year-on-year, and Huawei follows with a 38% share, up 69% [4][5] Group 2: Foldable Phone Market Dynamics - The foldable smartphone segment is seen as a critical area for competition among domestic brands, with Huawei capturing over 75% of the domestic foldable market in Q1 2023, followed by Honor, OPPO, Xiaomi, and Samsung [6] - Analysts suggest that Samsung's expertise in display technology gives it a unique advantage in the foldable market, which is essential for maintaining its market share in China despite poor sales of traditional smartphones [5] - The pricing of Samsung's new foldable devices starts at 13,999 yuan for the Fold7, 7,999 yuan for the Flip7, and 6,499 yuan for the Flip7 FE, indicating that these models do not qualify for local subsidies [5] Group 3: Market Growth Challenges - Despite the initial rapid growth of the foldable phone market, recent reports indicate a slowdown, with Q4 2022 seeing a 9.6% year-on-year decline in shipments in China after nine consecutive quarters of growth. Q1 2023 showed a recovery with a 53.1% growth, but still below previous high growth rates [8] - Industry insiders report that many manufacturers have adjusted their production lines and lowered shipment targets for foldable phones, with some even canceling plans for smaller foldable models due to a lack of positive market expectations [8][9] - The decline in growth is attributed to inherent disadvantages of foldable phones, such as price, quality, and internal space limitations, which hinder their appeal and market penetration [8][9]

Core Viewpoint - Samsung, once a pioneer in the foldable smartphone market, is facing significant competition from Chinese manufacturers, leading to a decline in its dual-foldable devices. The company aims to regain its presence by launching a tri-fold smartphone by the end of this year, emphasizing the importance of AI in its strategy [1][4]. Group 1: Product Development - Samsung plans to launch a tri-fold smartphone, tentatively named Galaxy G Fold, by the end of this year, focusing on product usability and market demand [4][6]. - The company has reportedly completed the hardware design for the tri-fold smartphone and is preparing for production, with a small-scale launch expected in September [4][6]. - The tri-fold smartphone will feature a larger display of approximately 10 inches compared to the Galaxy Fold series, and it will utilize OLED panels [6][8]. Group 2: Market Competition - The foldable smartphone market has become a significant segment, with Samsung acknowledging the need for more companies to enter this space to stimulate innovation [4][9]. - Huawei currently holds the title for the world's first mass-produced tri-fold smartphone, the Mate XT Ultimate Design, which has a starting price of 19,999 RMB [6][9]. - In the Chinese foldable smartphone market, Huawei leads with a 48.6% market share, followed by Honor and Vivo, while Samsung has fallen out of the top five, holding only 7.0% of the market [10]. Group 3: Technical Specifications - The tri-fold smartphone is expected to be powered by the Qualcomm Snapdragon 8 Elite processor, crucial for high-resolution multi-screen displays and multitasking capabilities [8]. - The device's battery capacity is reportedly lower than competitors, with Samsung focusing on a thinner design, which limits battery size due to internal space constraints [8][9].