来源|凤凰网财经《公司研究院》 而这片百万科技精英聚集的硅谷圣地，正在上演AI时代最炽烈的人才暗战。今年以来，苹果AI团队十余核心成员相继离职，加入Meta、OpenAI等科技巨 头；微软则将DeepMind超二十名精英纳入麾下；Meta一周挖走OpenAI 8名核心人才（含四位华人）。天价悬赏令下，"挖墙脚"的战火已经烧至年薪上亿。 如今，这场科技圈的"无间道"再添新战：苹果指控OPPO以高薪挖角Apple Watch核心工程师，怂恿其窃取健康传感器等商业机密。 据彭博社报道，当地时间8月21日，科技巨头苹果在美国加利福尼亚州圣何塞联邦法院递交了一份诉状，指控前Apple Watch华裔传感器架构师Chen Shi在离 职前系统性窃取核心商业机密。此后，这位月薪2.8万美元的核心技术骨干，转投OPPO硅谷研发中心带队搞竞品。 苹果怒斥这是"系统性窃密"。凤凰网财经《公司研究院》致电OPPO官方客服，对方的回应是："公司已关注该事件，以官方消息为准"。 这场跨国科技"谍战"，不仅关乎63份核心机密的归属，更是揭开了全球科技巨头在人才争夺战中不为人知的暗面。 作者|DW 当硅谷人才争夺战撞上跨国技术"谍战"，科 ...

AI时代的手机，都需要加装风扇了？ 最近OPPO K13 Turbo系列"自带风扇"的主动散热系统，格外显眼。据OPPO官方数据显示，OPPO K13 Turbo系列首销单日激活量较上代提升380%。 在天气愈加炎热和手机性能需求不断飙升的情况下，OPPO K13 Turbo系列选择将"自带风扇"应用于中低端市场，或许只是OPPO的一次试水。但单日激活 量较上代的巨大提升，一定程度也在印证了主动散热风扇方案的市场可行性。 而于OPPO而言，在宣告放弃自研芯片以及自身在国内手机市场份额不断下降的背景之下，不断加码押注AI以及血战中低端市场，能否重新拉回来流失的 手机用户们？ AI手机，都需要主动散热了？ 早在2019年，努比亚红魔3首创手机内置风扇，实现了主动散热，作为当时一款定位游戏机的手机，红魔3当时足够亮眼。 但此后，内置风扇主动散热，多年来都被各大手机厂商看不上或者"雪藏"。 主要原因在于，首先要在手机"挖"出大块空间，这对"寸土寸金"的手机内部设计着实不易。其次，防尘防水认证难通过，因为内置风扇主动散热必须要预 留进风口和出风口；再就是，风扇的加入或将会让手机变厚，维修本身也是个问题。 从目前的一些测 ...

Summary of LIPO Technology Conference Call Industry and Companies Involved - **Industry**: LIPO technology in OLED screen packaging - **Companies**: 隆利科技 (Longli Technology), 德邦科技 (Debang Technology) Key Points and Arguments 1. **LIPO Technology Overview**: LIPO technology enhances smartphone screen drop resistance with ultra-narrow bezels of 1.2 to 1.3 mm, reducing the previous black border of over 2 mm. This technology is applicable to smartphones, smartwatches, and tablets [1][2] 2. **Cost Efficiency**: The cost of LIPO technology for Android devices is approximately 20 to 30 RMB per set, making it a cost-effective solution that replaces older processes [1][3] 3. **Market Penetration**: It is anticipated that LIPO penetration in OLED screens could exceed 50% within the next two to three years, potentially reaching 70-80%. Major Android flagship models are expected to adopt LIPO technology in 2025 [1][5] 4. **Competitive Advantage of Companies**: 隆利科技 and 德邦科技 are highlighted as key players in the LIPO technology space, with 隆利科技 excelling in mold development and 德邦科技 leading in high-end packaging materials [1][7][13] 5. **Apple's Adoption**: Apple began testing LIPO technology in 2021 and is progressively implementing it across its iPhone 17 series, which will utilize this packaging method [1][5] 6. **Android Brands' Adoption**: Xiaomi and OPPO have already integrated LIPO technology into their upcoming models, with positive market feedback [1][5] 7. **Industry Opportunities**: The LIPO packaging process involves suppliers of photosensitive adhesive materials, injection molding equipment, and testing devices, presenting significant growth opportunities for these manufacturers [1][6] 8. **Role of Key Suppliers**: In Apple's supply chain, companies like 立讯精密 (Luxshare Precision) and screen manufacturers such as 京东方 (BOE) and 华星光电 (CSOT) play crucial roles in the LIPO technology ecosystem [1][8] 9. **Material and Equipment Requirements**: LIPO technology requires specialized equipment and materials, particularly photosensitive adhesives, which have a price range of 2 to 4 RMB per unit. Key suppliers include 德邦科技 and 汉高 (Henkel) [1][9] 10. **Future Growth Projections**: 隆利科技 is expected to maintain over 50% annual growth in its vehicle-mounted MINI backlight module business, while 德邦科技 forecasts an annual profit of 170 million RMB, indicating strong growth potential for both companies [1][16] Other Important Considerations 1. **Mold Development**: Molds are critical in the LIPO process, with 隆利科技 having significant experience and capabilities in this area, which positions them favorably in the market [1][12] 2. **Collaboration Potential**: Both 隆利科技 and 德邦科技 may expand their market share through collaborative efforts, leveraging their respective strengths in mold development and high-end packaging materials [1][15] 3. **Technological Trends**: The LIPO technology is expected to see rapid adoption starting in 2025, marking a pivotal year for both companies as they capitalize on this trend [1][14]

Core Insights - The recent significant price drop of the iPhone 16 series has sparked discussions, with the entry-level model falling below 4700 yuan and the Pro Max version seeing reductions of over 2200 yuan, leading to comments about the impact on domestic smartphone brands [1][2] - The trend of iPhone price reductions has become common, with frequent adjustments since 2020, indicating a shift from being a "value retention" product to a strategy aimed at boosting sales [2][8] - The launch of Huawei's Mate 60 series prior to the iPhone 15 release has significantly affected iPhone sales, prompting Apple to implement multiple price cuts due to lower-than-expected demand [3][6] Price Trends - Apple's price adjustments have escalated, with the iPhone 15 series experiencing a 500 yuan drop just four months post-launch, setting a record for the shortest time to a price reduction [3][4] - The iPhone 16 Pro series saw a maximum price cut of 2500 yuan, with the 128GB version dropping to 5499 yuan, a 31% decrease from its original price of 7999 yuan [4] Market Dynamics - Despite Apple's price cuts, domestic smartphone brands are experiencing growth, with Huawei leading the market with a 37% annual growth rate and a shipment of 46 million units, while Apple’s market share has declined to 15% [6] - In the high-end smartphone market, Huawei's share increased from 21.4% in 2023 to 30.7% in 2024, while Apple's share dropped from 61.8% to 51.1% [6] Competitive Landscape - New competitors like the Huawei Mate 70 series and Xiaomi 15 series have shown strong sales, indicating that domestic brands are solidifying their presence in the high-end market without relying solely on price advantages [7] - Domestic brands are excelling across various price segments, with models like the Huawei Mate 70 Pro and Xiaomi 15 Pro/Ultra directly competing with the iPhone 16 Pro [7] Innovation and Strategy - Domestic smartphone manufacturers have made significant technological advancements, such as Huawei's self-developed Kirin chips and advanced imaging capabilities, which are outpacing Apple's offerings [9][10] - Companies are adopting differentiated strategies to capture niche markets, with Huawei focusing on an integrated ecosystem and Xiaomi leveraging smart home integration [10]