自iPhone 17发布后，各大安卓厂商纷纷坐不住了。OPPO率先展现出强劲的追赶态势，频频在微博等平台为即将于10月16日亮相的新旗舰OPPO Find X9造 势。 OPPO Find系列产品负责人周意保多次通过社交平台预热，高调宣称"Find X9系列全面无死角"，将搭载最强影像、最新旗舰芯片、最流畅的ColorOS 16系 统、最优续航能力以及物理四等边设计。 "我们尊重苹果，但也自信，OPPO只做最强，不做平替！"这番话，折射出OPPO近年来从被戏称为"厂妹机"的中低端市场向"ophone"迈进的转变。IDC调 研数据显示，OPPO近年来持续加大中高端产品布局，300美元以上机型占比逐年提升，去年推出的Find X8系列成为关键尝试，首销季度出货量同比前代 增长66%。 也正因如此，即将亮相的Find X9显得更为关键。它不仅要延续Find X8带来的增长势头，更需在产品力与品牌认知上实现实质性突破，才能支撑起OPPO 在高端市场站稳脚跟。 1 下沉 "战略"： 击穿"厂妹"的终极需求 OPPO曾凭借其"厂妹机"的标签，实践了一套精准的市场定位策略。 不与苹果等争大牌，默默在三四线城市扎根成长，将线 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the semiconductor storage industry is expected to perform better than the benchmark index over the next 6-12 months [1][34]. Core Insights - The semiconductor storage industry is experiencing steady growth driven by the maturation of business models related to generative AI and large language models, alongside sustained demand for core hardware. This demand is likely to lead to a simultaneous increase in both price and volume [1]. - The NAND market is expected to see a price increase due to rising demand from enterprise-level storage and mobile devices, with projections indicating a modest price rise in Q4 2025 [7][14]. - The DRAM market is anticipated to experience significant price increases, with quarterly growth rates projected between 20% to 50% in Q4 2025, driven by supply constraints and increased demand [15][18]. - The niche storage market is witnessing price increases due to structural shortages, with NOR Flash and niche DRAM products expected to see price adjustments in the coming quarters [20][24]. Summary by Sections Industry Overview - The semiconductor storage industry is on an upward trajectory, supported by increased capital expenditures from major internet companies focusing on AI and cloud infrastructure [10][13]. - Major players like Alibaba, Baidu, and Tencent are significantly increasing their capital expenditures, which is expected to drive demand for storage solutions [10][13]. Market Trends - The NAND flash market is currently facing downward price adjustments but is expected to rebound with a price increase in Q4 2025, particularly in enterprise and mobile sectors [7][14]. - The DRAM market is experiencing a shift due to the discontinuation of older process technologies, leading to substantial price increases for DDR4 and LPDDR4X products [15][18]. Investment Recommendations - Recommended companies to watch include: - Niche Storage: Zhaoyi Innovation, Puran, Jucheng, Dongxin - Module Manufacturers: Kaipu Cloud, Jiangbo Long, Deming Li, Baiwei Storage, Shannon Chip Creation - Storage Supporting Chips: Lanke Technology, Lianyun Technology [3][28].

此外，OPPO Find X9另一个值得关注的功能是联合小红书首发4K超清实况照片，官方称原图直出，无 需通过视频转实况。拍摄-观看-分享，全链路4K级。 周意保称，保留的原因是担心用户不知道支持这个功能。并向用户安利："电视机，空调，风扇，扫地 机器人，投影仪等都能用，全系标配。" 凤凰网科技讯 9月11日，OPPO find系列产品负责人周意保发文，针对用户反应OPPO Find X8顶部开孔 多的痛点，新一代旗舰机型OPPO Find X9仅保留了一个孔，相比于上代减少3个。 据了解，OPPO Find X8顶部有气压平衡孔、上扬声器孔、红外孔、MIC孔，优化后，OPPO Find X9仅 保留红外遥控孔。 ...

凤凰网科技讯 9月4日，OPPO Find系列产品负责人周意保透露，OPPO Find X9在厚度不变（7.9mm）的 前提下，相比上一代电池增加1000mAh以上。据介绍，Find X8厚度7.85mm，5630mAh，Find X8S+厚 度7.95mm，6000mAh。由此来看，OPPO Find X9标准版机型的电池容量将来到6630mAh以上，有望突 破 7000mAh。 据了解，OPPO Find X9系列新机和ColorOS 16系统已确认将在10 月发布。周意保已透露Find X9新机拥 有最窄物理四等边，标配超声波指纹、无线快充等。 ...

IT之家 9 月 2 日消息，博主 @数码闲聊站 今日分享了 OPPO Find X9 手机的外观，新机的镜头模组从大圆回归左上角的矩形设计。博主称"整体更协调好 看，质感和手感也更好，应该会成未来主流"。 另外，博主表示新机的堆叠技术有所进步，塞下了比大圆镜组更高的相机规格，标配 Ultra 同款丹霞原彩镜头，同时拥有去年呼声很高的钛色。 0 ( 上 ● (The a V oppo 据IT之家今日早些时候报道，型号为 CPH2791 的 OPPO 工程机出现在了 Geekbench 中，经 Abhishek Yadav 等人确认，这就是即将发布的 OPPO Find X9。该 机搭载了联发科天玑 9500 芯片，配备 16GB 内存，运行基于 Android 16 的 ColorOS 16 系统。 天玑 9500 芯片采用了一颗 4.21 GHz 超大核、3 颗 3.50 GHz 的大核，4 颗 2.70 GHz 的中核，集成 Mali-G1-Ultra MC12 GPU。另外，印尼进出口数据库 （NBT Data）显示，新机屏幕尺寸为 6.59 英寸，并进一步确认将配备 16GB RAM 和 512GB ...

Core Viewpoint - The potential removal of the camera button from future iPhone models indicates a shift in consumer preferences and manufacturer strategies, suggesting that the feature may not provide sufficient value to justify its existence [4][40]. Group 1: Industry Trends - Recent reports from digital influencers suggest that Apple may eliminate the camera button in the next iPhone model, leading other manufacturers to reconsider their own implementations of this feature [6][8]. - Historically, non-Apple brands have been the pioneers of physical camera buttons, with models like Sony's Cyber-shot and Nokia's N series setting the standard long before Apple entered the market [11][14]. - The trend of following Apple's lead has been prevalent among domestic brands, with many adopting similar features to align with Apple's offerings, particularly in high-end models [15][17]. Group 2: Consumer Reception - The initial excitement surrounding the camera button has waned, leading to polarized opinions among users, with some viewing it as a marketing gimmick rather than a functional enhancement [25][28]. - Supporters of the camera button argue that it provides a more professional photography experience, especially in challenging conditions, while critics highlight its impracticality and the potential for accidental activation [30][33]. - The complexity of using the camera button for various functions has been criticized, as it often requires multiple steps that can disrupt the user experience compared to simpler touchscreen controls [36][39]. Group 3: Manufacturer Strategies - The decision to include or exclude the camera button reflects a broader consideration of cost versus benefit for manufacturers, with many concluding that the feature does not meet a significant consumer need [41][44]. - Apple's initial push for the camera button was likely a strategic move to differentiate its Pro series, targeting a niche market, while other brands may have followed out of competitive pressure rather than innovation [43][44]. - As market dynamics evolve, manufacturers may prioritize features that enhance core user experiences, such as battery life and connectivity, over less essential functionalities like the camera button [44].

Core Viewpoint - The potential removal of the camera button from future iPhone models may lead to a broader trend among smartphone manufacturers, particularly in the Chinese market, to reconsider the necessity of this feature [1][3][31] Group 1: Industry Trends - Recent reports suggest that Apple may eliminate the camera button in the next iPhone generation, influencing other manufacturers to follow suit [1][3] - Several leading Chinese brands are reassessing the inclusion of the camera button in their upcoming flagship models, indicating a shift in design philosophy [3][10] - The trend of adopting features based on Apple's design choices has been prevalent among Chinese manufacturers, often leading to a lack of innovation [8][13] Group 2: User Feedback and Experience - User feedback on the camera button has been polarized, with some praising its professional feel while others criticize its practicality and ease of use [21][29] - The camera button has been described as cumbersome and not intuitive, leading to operational difficulties that detract from the user experience [17][25] - Many users prefer touchscreen controls over the physical camera button, indicating a preference for simplicity and efficiency in smartphone design [29][30] Group 3: Market Dynamics - The introduction of the camera button was seen as a strategy by Apple to differentiate its Pro series, targeting a niche market of professional users [29][30] - The follow-up by Chinese manufacturers appears to be driven by competitive anxiety rather than genuine innovation, as they seek to match Apple's offerings [30] - As market dynamics evolve, manufacturers may prioritize essential features like battery life and signal strength over less critical functionalities like the camera button [30][31]