据此前消息，苹果另一款入门级平板电脑——iPad Air将从2028年起搭载OLED显示屏。有业内 人员表示：" 尽管iPad Pro因采用OLED而备受关注，但由于其定价较高，实际需求反而低于预 期。虽然 新款 iPad mini也预计将涨价，但其价格门槛会有所降低，从而加速向OLED技术的转 型。 " 11月25日，据媒体ETnews报道，三星显示计划从明年7月左右开始量产将用于iPad mini的8.4英 寸OLED面板。 据悉，该面板将采用单层发光结构和低温多晶硅（LTPS）TFT技术。与iPad Pro不同，iPad mini的OLED面板在生产成本上采用了相对较低的技术方案。 报道称，三星显示将独家供应，预计年产能约为300万片。按照面板的投产时间推算，搭载OLED 屏幕的iPad mini有望于明年第三季度或第四季度正式上市。 此前，苹果在iPad mini上一直使用的是LCD面板。这是iPad mini首次应用OLED技术，也是继 iPad Pro系列（11英寸和13英寸机型）之后，苹果平板电脑中第二款采用OLED屏幕的产品。 图片来源：苹果官网 与主打高端市场的iPad Pro不同，iPad ...

自去年全球首款三折叠华为Mate XT 发布之后，人们对折叠屏手机的关注度，就不断被推向新的高 潮，即便它是一款定价 19999 元起且一机难求的「超高端旗舰」。现在，随着折叠屏 iPhone 也几乎 定档 2026，人们对折叠屏的期待再次冲向新高。 7 年前，折叠屏手机刚刚问世时，不少人认为它就是手机的「未来形态」，将复刻一场智能机颠覆功 能机式的革命。但 7 年过去，折叠屏占在整个智能手机市场的渗透率，依然没有超过 10%，并没有 取代直板机的迹象。 折叠屏市场，再次被点燃。 舆论火热，市场颠簸，是折叠屏的一体两面。 但这不意味着折叠屏的成败就已注定，回看历史，智 能手机那种一夜席卷的革命才是偶然，大多数技术发展都会经历挫折和回转，一切还远没有到"盖棺 定论"的时候。 实际上，对折叠屏来说，当下的销量规模已不是最关键的指标。它真正的价值和潜力，在于补足短板 的同时，为用户提供足够多场景拓展的可能性，并将使用经验沉淀为大屏习惯，从而打开下一个品类 增长通道。 而刚刚发布全面焕新的华为Mate X7，将重新确立新的行业秩序：华为标准，折叠标杆。 破解折叠屏形态桎梏，弥合体验 缺口 从诞生之日起，折叠屏一直有一 ...

Core Insights - 2026 is anticipated to be a pivotal year for Apple, with significant product innovations expected across its core product lines, including foldable devices and smart home products [1] Product Innovations - The foldable iPhone is expected to launch in September 2026, featuring a 5.3-inch screen when folded and a 7.8-inch display when opened, powered by the A20 Pro chip and 12GB of RAM, with a starting price of $1999 [2] - The iPhone 18 Air will see targeted upgrades, including dual 48MP rear cameras and will launch alongside the foldable iPhone [3] - The entry-level iPhone 17e is set to debut in Spring 2026, featuring the A19 chip and likely incorporating the Dynamic Island feature [3] Mac Product Line - The MacBook line will see regular upgrades in early 2026, with a new entry-level model featuring a 13-inch LCD screen and A18 Pro chip priced below $999 [5] - Major innovations in the MacBook Pro line will include the introduction of OLED displays and touch functionality, aimed at competing with high-end Windows laptops [7] - The Mac Studio will be updated with M5 Max/M5 Ultra chips, and a new Studio Display is expected to feature miniLED technology [7] Smart Home Expansion - Apple plans to release a smart home control hub in Spring 2026, featuring a 7-inch display and priced at $350, integrating various smart home functionalities [8] - Upgraded versions of HomePod mini and Apple TV will be launched, featuring new IoT chips, with Apple TV potentially supporting Apple Intelligence features [9] Other Product Developments - The iPad line will continue to diversify with OLED iPad mini and A18 chip models, while the first smart glasses are not expected until 2027 [10] - The Apple Watch will receive a significant upgrade with the addition of Touch ID for enhanced security and convenience [10] - Apple's ongoing efforts to reduce reliance on external suppliers are evident in its development of in-house chips and technologies, enhancing product competitiveness [10]

紧接着，售价 349 美元的入门款 iPad 也将迎来重要升级。新款机型预计将搭载 A18 芯片，这次 升级并非简单的参数提升， 因为它将首次为该系列带来 Apple 智能功能 ，让入门级用户也能体验 科技媒体 9to5Mac 11 月 16 日发布博文，报道称苹果在推出搭载 M5 芯片的 iPad Pro 后，其 2026 年的后续产品规划也逐渐清晰， 将全面更新三条核心产品线。 该媒体综合多方传闻，苹果计划于 2026 年全面更新 iPad Air、入门款 iPad 和 iPad mini，每款 一、M4 iPad Air（2026 上半年） 2026 年上半年，苹果将首先更新 iPad Air 产品线。 新款 iPad Air 预计将搭载 M4 芯片 ，相较 于 M3 芯片可带来 10-20% 的性能提升。 IT之家援引博文介绍，该机型极有可能跟随 iPad Pro 的步伐，集成苹果自研的 N1 网络芯片和 C1X 调制解调器，从而实现支持 Wi-Fi 7 的和更快的蜂窝网络连接。 虽然屏幕刷新率和亮度等方面的升级尚不明确，但 OLED 屏幕的应用预计要等到 2027 年或更晚。 二、A18 iPad（ ...

Core Insights - The release of the new M5 iPad Pro provides insights into the future development direction of Apple's iPad product line, with a clearer roadmap for 2026 [1] Product Development Timeline - In 2026, Apple is expected to launch the next generation iPad Air, which will feature the M4 chip, offering a performance improvement of 10% to 20% compared to the M3 chip [1] - The entry-level iPad, priced at $349, will receive an upgrade with the A18 chip and will introduce Apple Intelligence features for the first time [1] - The iPad mini is set for its first update since 2024, potentially incorporating the A19 Pro chip and a significant upgrade to an OLED display [1] Market Outlook - Overall, 2024 is anticipated to be a relatively quiet year for iPad releases, aside from the iPad mini update [2]

Group 1 - Zong Fuli, the president of Hongsheng Group, has returned to the headquarters and is no longer serving as the chairman of Wahaha, indicating a shift in leadership roles within the beverage industry [3] - Nvidia has become the first publicly traded company to surpass a market capitalization of $5 trillion, achieving this milestone in just 113 days, significantly faster than previous milestones [5] - Tesla's board chair stated that the company is prepared to appoint a new CEO from within if Elon Musk's compensation plan is rejected by shareholders, indicating potential leadership changes [5] Group 2 - BabyBus has taken serious measures against its advertising review head following issues with inappropriate advertisements, highlighting the importance of compliance in advertising practices [5] - OpenAI's CEO Sam Altman will not hold shares in the restructured company, which may impact investor sentiment and company governance [6] - Nvidia announced plans to build seven new supercomputers for the U.S. Department of Energy, with AI chip orders reaching $500 billion, showcasing the company's growth in the AI sector [6] Group 3 - Apple is preparing to upgrade its MacBook Air and iPad mini with OLED displays, which may lead to a price increase, reflecting the trend towards higher-quality display technology [9] - Xiangpiaopiao is set to open its first physical store, marking a significant step in its retail strategy [9] - Miniso has responded to customer complaints about using candy as change, indicating a focus on improving customer service standards [11] Group 4 - Good Products reported a net loss of 28.77 million yuan in Q3, with revenue declining by 17.72% year-on-year, reflecting challenges in the retail sector [13] - Sequoia China has acquired significant assets from Bayer Group, indicating ongoing consolidation in the pharmaceutical industry [13] - Whatnot, a live shopping platform, raised $225 million in funding, doubling its valuation to $11.5 billion, highlighting the growth of e-commerce platforms [13] Group 5 - China's IPv6 active user count reached 865 million, a 294-fold increase since 2017, demonstrating rapid growth in internet infrastructure [17] - The retail market for passenger vehicles in China saw a 7% year-on-year decline in October, indicating potential challenges in the automotive sector [17]

Group 1 - Apple is planning a display technology upgrade across its mainstream product line, including iPad mini, iPad Air, and MacBook Air, following the successful implementation of OLED screens in the iPad Pro series [1][2] - The first OLED panel will be introduced in the iPad Pro in 2024, featuring a dual-layer structure and ProMotion adaptive refresh rate technology, achieving industry-leading specifications such as a 1,000,000:1 contrast ratio, 1,600 nits peak brightness, and 240Hz touch sampling rate [1] - Samsung Display and LG Display have received initial OLED orders from Apple, with Samsung exclusively supplying panels for the iPad mini and LG responsible for screens for the iPad Air and MacBook Air [1] Group 2 - The OLED rollout is not just a hardware upgrade but a crucial step in building a "spatial computing" ecosystem, aiming to redefine the interaction paradigm between humans, machines, and environments [2]

Core Viewpoint - Apple is preparing significant upgrades for its MacBook Air, iPad mini, and iPad Air product lines, transitioning to high-end OLED displays, which offer richer colors and deeper contrast compared to current LCDs [1][3] Group 1: Product Upgrades - The iPad mini is expected to be the first among the three devices to receive the OLED upgrade, with a potential launch as early as next year [1] - The upgraded iPad mini, codenamed J510, may see a price increase of $100 due to the higher costs associated with OLED technology [1] - The new iPad Air will continue to use LCD screens but is planned to switch to OLED in future iterations [3] Group 2: Technical Developments - Apple is exploring a new speaker system using vibration-related technology to eliminate speaker openings, enhancing water resistance [2] - The next redesign of the MacBook Pro will be the first Mac to feature an OLED screen, while the MacBook Air is also in early development for a future OLED upgrade, expected no earlier than 2028 [3] Group 3: Industry Context - The transition to OLED technology is still in its early stages within the industry, with most tablets and laptops still relying on LCD screens [3] - Apple first adopted OLED technology in the Apple Watch in 2015 and expanded its use to smartphones with the iPhone X in 2017 [4]

Company - OpenAI has completed a restructuring that solidifies Microsoft's position as a major shareholder, granting Microsoft a 27% stake and paving the way for OpenAI to become a profitable enterprise [3] - NVIDIA has invested $1 billion in Nokia, resulting in a 22% surge in Nokia's stock price [3] - NVIDIA CEO Jensen Huang has made patriotic statements to counter claims of an AI market bubble [3] - NVIDIA and Uber have formed a partnership to accelerate the global expansion of Level 4 autonomous driving ecosystems [3] - Apple's market capitalization has surpassed $4 trillion for the first time [3] - Apple is accelerating its OLED upgrade plans, with the iPad mini potentially receiving a screen upgrade as early as next year, while the MacBook Air upgrade may take three years [3] - Both Microsoft and Apple have reached a market capitalization of $4 trillion, marking a significant milestone in the stock market [3] - Tesla's board chairman has indicated uncertainty regarding shareholder support for Elon Musk's substantial compensation plan [3] - Visa's fourth-quarter net revenue has met expectations [3] Industry - The AI sector is facing concerns about a potential high-risk bubble, with predictions that it may burst after the Federal Reserve tightens its policies [3] - The commodities market is experiencing downward pressure on oil prices due to oversupply prospects, while gold continues its downward trend [3] - Gold prices have fallen below $3,900, raising questions about future price movements [3] - European stock markets have retreated from historical highs, influenced by disappointing earnings from Novartis and BNP Paribas, which have affected market sentiment [3] - The U.S. housing market has seen its lowest price growth in over two years [3]

Market Performance - The three major indices reached new highs, with Apple (AAPL.US) briefly surpassing a market capitalization of $4 trillion, becoming the third large tech company to achieve this milestone [1] - As of the close, the Dow Jones increased by 161.78 points (0.34%) to 47,706.37, the Nasdaq rose by 190.04 points (0.8%) to 23,827.49, and the S&P 500 gained 15.73 points (0.23%) to 6,890.89 [1] Stock Movements - Nvidia (NVDA.US) saw a nearly 5% increase, closing at a market cap of $4.89 trillion [1] - Tesla (TSLA.US) rose nearly 2%, while Intel (INTC.US) and Nokia (NOK.US) increased by 5% and 23%, respectively [1] - The Nasdaq Golden Dragon China Index fell by 1.2%, with Alibaba (BABA.US) dropping over 1% and Bilibili (BILI.US) rising by 5% [1] Economic Indicators - The U.S. consumer confidence index fell to a six-month low in October, dropping from a revised 95.6 in September to 94.6, below the economist's median forecast of 93.4 [4] - The S&P/Case-Shiller National Home Price Index indicated a 1.5% year-over-year increase in U.S. home prices as of August, down from 1.6% in July, marking the slowest growth in over two years [5] Company Developments - Apple is preparing to upgrade its MacBook Air and iPad Air with OLED screens, which are expected to enhance color vibrancy and contrast compared to current LCD displays [6] - Nvidia's CEO Jensen Huang dismissed concerns about an AI bubble, stating that the company's new chips are projected to generate $500 billion in revenue over the next five quarters [8] - Tesla is reportedly considering internal candidates for CEO succession in light of potential changes to Elon Musk's compensation plan [9] - Lucid Group (LCID.US) announced plans to launch Level 4 autonomous vehicles in collaboration with Nvidia, aiming to provide advanced self-driving capabilities [10]