Core Insights - Apple is projected to surpass Samsung as the world's leading smartphone manufacturer in 2025 and maintain this position through at least 2029 according to Counterpoint Research [1] Group 1: Market Performance - Global shipments of Apple smartphones are expected to grow by 9% year over year in Q3 2025, allowing Apple to overtake Samsung for the first time in 14 years [2] - The iPhone 17 lineup, including iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max, has exceeded expectations, while Samsung's shipments grew by 4.6% year over year for the same quarter [2] Group 2: Consumer Behavior - Positive reception for the iPhone 17 lineup has been noted, with many consumers upgrading from older iPhones, particularly those who purchased during the COVID-19 boom [3] - A total of 358 million second-hand iPhones were sold between 2023 and Q2 2025, indicating a potential for further upgrades to new iPhones in the coming years [3] Group 3: Future Projections - Counterpoint anticipates that the introduction of a foldable iPhone and budget models, such as the iPhone 17E, will support Apple's continued market dominance [4] - Apple's global smartphone market share is expected to reach 19.4%, compared to Samsung's 18.7% [4]

Sent from iPhone 17 Pro Max ...

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据悉，折叠屏iPhone Fold原型机内屏尺寸7.74英寸、外屏 5.49英寸，测试版电池容量达5400-5800mAh， 超iPhone 17 Pro Max水平。 11月25日，据环球网报道，富邦研究近日发布行业报告，2026年全球智能手机市场或将持续萎缩，但苹 果公司首款折叠屏iPhone的亮相有望成为市场亮点，其预计售价为2399美元，生命周期销量预计达1540 万部。 苹果公司首款折叠屏iPhone因面板、铰链及轻量化材料等核心组件成本较高，定价被推向市场预测区间 高端。富邦研究结合供应链分析与苹果利润结构，给出2399美元的预测售价。 这也是首次有机构给出明确定价。此前，天风国际证券分析师郭明錤曾预测该机型售价在2000美元至 2500美元之间，知名科技记者马克·古尔曼则预计售价约2000美元。 此外，据环球时报转引MacRumors报道，苹果公司在折叠屏手机研发领域取得关键进展，其首款折叠屏 手机iPhone Fold成功攻克行业核心痛点，实现无折痕设计，有望成为全球首款真正意义上的无折痕折叠 手机。 据供应链透露，苹果此次在折叠屏技术上的突破，核心在于屏幕与铰链系统的创新整合。这款iPhon ...

11月25日，据环球网报道，富邦研究近日发布行业报告，2026年全球智能手机市场或将持续萎缩，但苹 果公司首款折叠屏iPhone的亮相有望成为市场亮点，其预计售价为2399美元，生命周期销量预计达1540 万部。 据悉，折叠屏iPhone Fold原型机内屏尺寸7.74英寸、外屏 5.49英寸，测试版电池容量达5400-5800mAh， 超iPhone 17 Pro Max水平。 此前，有消息称，苹果iPhone Fold "无折痕"屏幕被曝已正式定型，供应链合作伙伴富士康已搭建专属生 产线。 铰链方面，苹果与合作伙伴成功掌握了液态金属打造高强度铰链组件的核心技术。液态金属材料具备低 变形、高韧性的优良特质，不仅能大幅提升折叠屏手机的折叠耐久度，延长产品使用寿命，还能保持机 身握持时的细腻手感，兼顾实用性与体验感。 10月13日，天风国际证券分析师郭明錤发文称，苹果可折叠iPhone铰链的大规模量产成本预计为70至80 美元，远低于此前市场普遍预期的每台100至120美元。 上述富邦研究的分析报告还指出，2026年全球智能手机出货量预计降至12亿台，同比缩减4%；中国市 场出货量约为2.75亿台，同比下降3% ...

Core Viewpoint - Huawei has officially launched the Mate X7 foldable smartphone with a starting price of 12,999 yuan, showcasing significant advancements in design and technology [1] Product Specifications - The Mate X7 features a non-heritage Yun Jin craft back panel and is available in five colors, weighing 235 grams with a folded thickness of 9.5 mm and an unfolded thickness of 4.5 mm [1] - The external display measures 6.49 inches with a peak brightness of 3000 nits, while the internal display is an 8-inch flexible screen with a peak brightness of 2500 nits, both supporting a 1-120Hz LTPO adaptive refresh rate [1] - The device is powered by a 5600mAh battery, supporting 66W wired and 50W wireless charging, with performance improvements of 42% compared to the previous generation [1] Camera and Imaging Technology - The imaging system incorporates the second-generation Hongfeng imaging technology, featuring a 50MP variable aperture main camera, a 3.5x optical zoom periscope lens, and a 40MP ultra-wide-angle lens [1] - The collector's edition main camera claims a 100% increase in light intake compared to the iPhone 17 Pro Max, while the telephoto lens boasts a 127% increase in light intake [1] Communication Features - The collector's edition supports Tiantong satellite communication and Beidou satellite messaging, while the standard version supports Beidou satellite messaging, offering emergency communication without a network and an outdoor exploration mode, with extreme battery life lasting up to 10 days [1] - The device has received IP58 and IP59 ratings for dust and water resistance [1]

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Core Viewpoint - The memory price increase driven by strong AI demand is expected to significantly impact the smartphone industry, with mid-range models facing the most pressure while high-end models remain relatively safe [2][6][10]. Group 1: Impact of Memory Price Increase - The memory cost as a percentage of Average Selling Price (ASP) varies significantly across different smartphone segments, with mid-range models like Redmi experiencing over 10% impact, while high-end models like iPhone 17 Pro Max only see 4% [1][7][9]. - The report indicates that mobile DRAM contract prices are projected to rise by 30%-40% quarter-on-quarter by Q4 2025, with NAND prices also increasing in the high single-digit percentage range [2][5]. - The supply chain for mobile memory is expected to remain tight at least until mid-2026, exacerbated by chip manufacturers pausing quotes, creating a dilemma for smartphone manufacturers [4][5]. Group 2: Strategies for Survival - High-end transformation is identified as the most effective buffer against price increases, as high-end models have lower memory cost ratios and higher profit margins [11]. - Supply chain management capabilities are crucial for risk mitigation, with leading manufacturers securing long-term supply agreements and increasing collaboration with domestic storage manufacturers [11]. - Technological innovation is seen as a new pathway, with manufacturers promoting high-performance chips like LPDDR5X to enhance storage efficiency and AI smartphones potentially offering new opportunities through data compression techniques [11]. Group 3: Market Dynamics and Trends - Historical patterns suggest that memory price increases often lead to industry consolidation, with smaller brands struggling to adapt and larger firms gaining market share [12]. - The current memory price surge, combined with AI-driven capacity restructuring, may further reinforce the trend of "the strong getting stronger" in the smartphone market [12].

非常意外，原来我们"错怪"雷军了。 让我们把时间拨回 10 月 24 日，红米 K90 系列发布之日。雷军、卢伟冰两位高管在社交平台上大吐苦水，说 K90 系列涨价实属"无奈之举"，因为内存涨 价实在太多，请大家多多包涵。 这里说的是，红米 K90 标准版售价为2599 元，比前代贵了 300 元；如果想从 256GB 的版本升级到 512GB，得加 600 元（3199元），而上代只需要加 400 元。 次次发布都说成本高要涨价，然后首销又反手降几百，营造出一种"很厚道"的感觉…实话说这种"叫苦式营销"咱们消费者都见得多了，腻了。 万万没想到，进入 11 月之后内存价格暴涨成了头条。首当其冲的是电脑市场那边，内存条的价格一天一个价，同规格的从一两个月前的两百块，涨到四 五百；固态硬盘价格直接翻倍，涨幅秒杀黄金。 手机行业也未能幸免。根据媒体报道，不少手机厂商都在承受内存价格上涨带来的成本压力，甚至不得不先暂缓本季度的存储芯片采购。 现在，小米、OPPO、vivo 等厂商的物料库存普遍低于两个月，后面想要保证出货，可能要接受上游接近 50% 的涨幅报价。 当新闻铺天盖地之后，才发现这次雷军和卢伟冰的"叫苦"， ...

Core Insights - The latest flagship iPhone 17 Pro Max has gained significant attention among high-profile users, including Alibaba's founder Jack Ma and JD.com's founder Liu Qiangdong, both of whom have chosen the new "Starry Orange" color [1][12] - The "Starry Orange" color has quickly become a favorite among consumers, particularly in the high-end market and among celebrities, indicating a successful color strategy by Apple [1][6][7] - Despite some user complaints regarding color fading, the popularity of the "Starry Orange" variant remains strong, reinforcing its status as a symbol of identity among business leaders and celebrities [12] Market Impact - The choice of the iPhone 17 Pro Max by influential figures like Ma and Liu amplifies its appeal in the high-end market, potentially boosting sales for Apple's upcoming flagship models in 2025 [12] - The trend of high-profile users adopting the iPhone 17 Pro Max suggests a growing demand for premium smartphones that offer unique design and color options [6][12]