公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内 容 编译自 semiengineering 。 先进封装正在成为高端手机市场的关键差异化因素，与片上系统相比，它能够实现更高的性能、更大的灵活性和更快的上 市时间。 单片SoC凭借其外形尺寸、成熟的经验和较低的成本，很可能仍将是中低端移动设备的首选技术。但多芯片组件提供了更 大的灵活性，这对于AI推理以及跟上AI模型和通信标准的快速变化至关重要。最终，OEM厂商和芯片制造商必须确定如 何在设计周期内适应变化，以及瞄准哪些细分市场。 新思科技移动、汽车和消费 IP 产品管理执行总监兼MIPI 联盟主席 Hezi Saar 表示："不受手机制造商束缚的 SoC 供应商 必须追求具有 AI 功能的物联网 SoC 低端功能，而这款产品肯定是单片的。如果他们需要进军移动领域的中端市场，那么 其功能将比物联网更高。它也可能是单片 [SoC]，并可能通过多芯片技术进行扩展。当你走向高端时，很明显你不能只采 用单片技术。你需要具备制造多芯片的能力，以适应即将发生的变化和快速的上市时间，因为这才是他们真正赚钱的地 方。" 多芯片组件还能实现计算单元的更大多样性，包括 C ...

苹果的摇摆不定 六月初，苹果一口气干了两件关于系统的大事儿—— 其一，将旗下原本乱象丛生的终端设备系统命名大一统，从此以后，iPhone、Apple Watch、Mac 和 iPad 等设备的系统版本都将以「年份 + 1」的方式命 名，彻底告别了过去那种让人摸不着头脑的命名法。 另一件同样跨终端的事，则是继 iOS 7 扁平化设计后，苹果的设计语言时隔十二年首次迎来大改，新设计「Liquid Glass」（也叫液态玻璃）将成为苹果新 一代设计语言的标准，覆盖所有带屏幕与系统的设备。 时间来到今天凌晨，苹果按照一贯的节奏推送了各大系统的第三个开发者预览版。 此时这个时间节点，注定了这第三个预览版的意义较为微妙——如果不出意外，第一个公测版本将在一周后更新，而公测版的第一个版本，通常就是今天 我们看到的这个开发者预览版。 左：iOS 26 Beta 1 / 右：iOS 26 Beta 2 换句话说，这个开发者预览版，是苹果认为目前最适合推向大众的方案。 开倒车的液态玻璃，目前最好的 iOS 26 iPhone 作为目前苹果旗下使用人数最多、覆盖面最广的设备，搭载的 iOS 的关注度也不言而喻，而在 iOS 26 ...

当《F1：狂飙飞车》（以下简称《F1》）在IMAX银幕上展现赛车以300公里时速掠过弯道的震撼画面时，很少有人意识到，那些紧贴车 身、捕捉轮胎摩擦火星的镜头，竟出自改装后的iPhone 15 Pro Max。这部投资3亿美元的电影（苹果官方将制作预算定为2亿美元，但有 媒体报道称，实际数字其实接近3亿美元），表面是苹果为F1拍的"超长广告"，实则是一场苹果精心策划的生态突围战 —— 用影视工业 的顶级场景，验证"手机即专业设备"的可能性，更试图将"硬件 + 内容 + 服务"的铁三角生态，嵌入全球娱乐产业的核心链条。 从奥斯卡影片到现象级剧集 上周末的北美影市，苹果影业匠心制作的《F1》于3661家影院震撼开画，以5560万美元的首周末票房强势登顶票房榜榜首；在中国大 陆，票房已突破8900万元。这部赛车题材巨制在专业影评平台"烂番茄"上斩获83%的影评人新鲜度与97%的观众喜爱度，更在权威观众 评分机构CinemaScore收获A级超高评价，考虑到其不属于任何IP,如此成绩可谓实现票房口碑双丰收。 在《F1》之前，苹果早已通过旗下Apple TV+证明了其影视操盘能力： 《晨间秀》（The Morning S ...

背景 ：随着高端智能手机市场竞争加剧，三星正在升级其以旧换新战略，以缩小与苹果长期存在的"价值认知差距"。 2025年初，三星在已有Overtrade促销计划基础上，新增两大区域化项目——面向美国与英国的Galaxy Club，以及针对 韩国与法国市场的Galaxy Trade-In。这三项计划共同聚焦三大目标：提升二手保值率、加速高端机型普及、增强用户粘 性。 形势已然明朗 ：Canalys（现并入Omdia）数据显示，iPhone 15在使用一年后的保值率仍为50%，而Galaxy S24系列仅剩 40%。这种贬值差距削弱了三星的定价能力，并制约其在二手市场的竞争力。2025年第一季度，三星在高端机型市场 （600美元以上价位段）份额仅为22%，远落后于苹果的59%。 本报告将深入解析三星的以旧换新战略组合——Galaxy Club、Galaxy Trade-In与Overtrade——如何缩小这一差距， 并重塑"新机转二手"设备生命周期的市场动态。 Overtrade刺激升级：解读高端市场增长背后的机制 三星 "Overtrade"激励措施：甚至在推出 Galaxy Club 和官方"以旧换新（Trad ...

Group 1 - Baoji Titanium Industry Co., Ltd. has been included in Apple's supply chain for the first time, becoming a core supplier in the titanium alloy materials sector, with expectations to double its revenue in the next three years due to increased application of titanium alloys in the iPhone 17 series and mass production of AR devices [1][2] - The company has developed a titanium alloy body solution for the iPhone 15 Pro series, achieving a balance between high strength and lightweight, significantly enhancing product durability and aesthetic design [1][2] - Baoji Titanium's entry into Apple's supply chain reflects the international recognition of China's high-end materials technology and Apple's strategic intent to diversify and expand into high-precision fields [1][4] Group 2 - The core competitiveness of Baoji Titanium lies in its full industry chain layout and innovation capabilities, with self-developed titanium alloy materials that are 60% stronger than aluminum alloys and 60% lighter than steel, meeting Apple's demand for high-end models that balance performance and aesthetics [2][3] - The company has achieved a monthly production capacity of millions through digital production lines, with a stable yield rate exceeding 95%, significantly above the industry average [2][3] - The global consumer electronics industry is rapidly evolving towards lightweight and durable innovations, with the titanium market projected to exceed $5 billion by 2025, growing at a compound annual growth rate of 18% [2][3] Group 3 - Entering Apple's supply chain requires a rigorous process involving technical certification, small batch trial production, and scaling up production, typically taking 18-24 months [3] - Baoji Titanium's collaboration with Apple has led to a more than 200% increase in revenue from its consumer electronics business and a rise in gross margin to 35% [3] - The partnership has expanded Baoji Titanium's customer base to include global giants like Tesla and Samsung, shifting its valuation from a traditional materials supplier to a high-growth technology enterprise [3]

Core Insights - The Chinese foldable smartphone market has transitioned from rapid growth to rational expansion, with shipments expected to reach approximately 9.17 million units in 2024, reflecting a significant slowdown in growth to 30.8% year-on-year. However, a recovery is anticipated in Q1 2025 with shipments of 2.84 million units, marking a 53.1% year-on-year increase [2][16] - Vivo's X Fold5 represents a pivotal moment in the foldable smartphone market, showcasing "extreme innovation" and setting a new standard as the lightest foldable smartphone globally at 217 grams, surpassing competitors like the iPhone 15 Pro Max [5][6] - The launch of the X Fold5 signifies the entry of foldable smartphones into an "ecological competition" era, aiming to redefine the high-end foldable smartphone market by breaking down barriers between ecosystems, including Apple [5][10] Product Evolution - The evolution from Vivo X Fold3 to X Fold5 highlights a significant reduction in weight while enhancing functionality, with the X Fold5 being 2 grams lighter than its predecessor and featuring the largest battery capacity in a foldable smartphone at an equivalent of 6000mAh [6][8] - The X Fold5 incorporates advanced battery technology, including a second-generation semi-solid-state battery with a silicon content of 12%, improving energy density by 13% at room temperature and 20% at low temperatures [6][9] - The device also excels in photography, featuring a Zeiss super telephoto lens and AI-enhanced image quality, establishing itself as the "strongest periscope telephoto" in the foldable category [8] Reliability and User Experience - The X Fold5 addresses user concerns regarding weight and reliability, achieving IPX8 and IPX9 water resistance ratings and IP5X dust resistance, allowing for use in various challenging environments [9][21] - The device's design reflects a significant leap from "usable" to "user-friendly," with innovations in materials and structure setting new standards for foldable smartphones [9][21] - Vivo's strategy targets the pain points of potential users, as 36.32% of foldable smartphone prospects cite weight as a primary purchasing barrier, which the X Fold5 effectively mitigates [8] Ecosystem Integration - The X Fold5 breaks down the barriers between Android and Apple ecosystems, allowing seamless connectivity with Apple devices, including the Apple Watch, and facilitating cross-application functionality [10][12] - The device supports a range of features that enhance user experience, such as syncing health data with Apple Watch, accessing iCloud directly, and enabling multi-tasking capabilities across applications [12][20] - Vivo's approach aims to attract Apple users by providing a smooth transition experience, thereby expanding the target user base for foldable smartphones [15][21] Industry Implications - The foldable smartphone market is evolving into a comprehensive competition involving hardware, software, and ecosystem integration, with Vivo leading this shift through the X Fold5 [16][17] - The focus is shifting from mere technical specifications to ecosystem integration and user experience, indicating a potential transformation in market dynamics [17][20] - Vivo's innovations not only enhance user experience but also drive collaborative innovation across the supply chain, paving the way for foldable smartphones to transition from niche products to mainstream consumer goods [20][21]

1.【新财富500创富榜：芯片、AI、机器人成造富热门赛道】2025新财富500创富榜今天发布，TMT 赛道强势上榜110人，比去年大幅扩容22人，相关企业家总财富高达3.34万亿元，占上榜人总财富的 1/4。创富红利主要来自三大领域：芯片、人工智能、消费电子。今年上榜的芯片产业链企业家高达 36位，占比为7%。AI的兴起，推动国产芯片、AI大模型、AI算力、汽车智能化、低空经济、具身智 能、消费电子等赛道成为榜单上的新晋力量。AI算力领域，润泽科技周超男的身家高达410亿元，成 为河北女首富；机器人领域，宇树科技的王兴兴今年首次上榜，生产工业机器人的埃斯顿，其创始人 吴波也以66.5亿元身家上榜。（证券时报） 2.【全球最大具身智能数据工厂在天津投用】位于天津市河西区空天数字产业园的"帕西尼具身智能 超级数据工厂"（Super EID Factory）昨日（6月23日）正式投入运营。这座占地12000平方米 的"具身智能数据枢纽"由帕西尼感知科技（深圳）有限公司投资建设，作为目前全球范围规模最大、 数据采集体量领先的具身智能数据采集与模型训练基地，旨在破解制约具身智能发展的核心瓶颈—— 高质量数据集稀缺问题 ...

V国务院台湾事务办公室举行新闻发 2 6月25日国新办就"推动文化和旅游 丰富人民美好生活"举行中外记者见[ 3 美联储主席鲍威尔在参议院委员会 币政策报告作证词陈述 每经编辑｜胡玲 王晓波 4 2025深圳国际消费电子展览会将 27日在深圳举办 5 英伟达将于美国太平洋时间6月2! 行2025年度股东大会 1 隔夜市场 6月24日，美联储主席鲍威尔表示，如果劳动力市场疲软，通胀率下降，可能意味着提早降息。鲍威尔表示，由于关税的影响，预计美国通货膨胀将会上 升。美联储的职责是使通胀得到控制。利率的变化将取决于经济的走向。绝大多数政策制定者认为今年晚些时候降息是合适的。鲍威尔表示，不认为有必要 急于降息。如果通胀受到控制，可以尽早降息。 美股高开高走，三大指数收盘均涨超1%，纳指涨1.43%，道指涨1.19%，标普500指数涨1.11%，其中，道指创3月初以来收盘新高，标普500指数、纳指均 创2月下旬以来收盘新高；大型科技股多数上涨，英特尔涨超6%，英伟达、奈飞、亚马逊涨超2%，Meta涨逾1%，微软、谷歌小幅上涨；特斯拉跌超2%，苹 果小幅下跌；稳定币第一股Circle跌超15%，总市值跌破500亿美元。中 ...

Group 1 - Apple is expected to lead the application of 3nm node technology by 2025, with over 80% of its product lineup utilizing this advanced process [1] - The A17 Pro SoC in the 2023 iPhone 15 Pro series was manufactured using 3nm technology, which integrates key components into a single microchip, enhancing performance and energy efficiency [4] - By 2026, 3nm and 2nm nodes are projected to account for approximately one-third of smartphone SoC shipments, driven by the increasing demand for computing power [4][5] Group 2 - The transition to 3nm and 2nm processes significantly improves performance and efficiency but also leads to increased costs due to rising wafer prices and higher semiconductor content in smartphone SoCs [5] - Apple's commitment to large-scale adoption of these advanced processes aims to offset the overall cost increase associated with the new technologies [5]

6月24日，观察者网查询苹果公司官网发现，苹果国补页面注释更新为："国补仅限 Apple Store 在线商 店（北京收货地址）及零售店（上海）。在线商店还可享24个月免息分期"。指定产品享国家补贴，至 高省2000元。 限定的产品型号为：iPhone 16、iPhone 16e、iPhone 15 和 iPhone 15 Plus，iPad Air、iPad、iPad mini， 多款Apple Watch Series 10和Apple Watch SE，MacBook Air、MacBook Pro、iMac (仅限蓝色、粉色、绿 色和银色机型)、Mac miniMac Studio。 此前，苹果因 "官方渠道不参与国补" 的策略，导致部分用户转向了第三方平台。此次苹果官方接入国 补，让消费者在官方渠道直接享受"国补+官方服务"双重保障，打破此前仅第三方平台支持补贴的局 限。 电商平台在国补之外，往往还可搭配优惠券等购买，部分机型优惠超过了2000元，相较苹果官方渠道更 具价格优势。 目前，Apple 产品京东自营旗舰店显示："可享国家补贴地区"包括：吉林（吉林市）、安徽（亳州 市）、山东、浙江（宁波市 ...