数码博主"数码闲聊站"近日发文澄清，此前关于iPhone 18将配备2亿像素摄像头的说法并不属实，明确 表示"本来就没有"这一规划。他指出，目前iPhone 18 Pro系列的影像系统配置已基本敲定，将搭载4800 万像素主摄，支持可变光圈技术，同时配备一颗4800万像素、具备大光圈的潜望式长焦镜头。 尽管外界对2亿像素传感器的讨论持续不断，但该配置仅 停留在物料测试阶段，并未进入实际采用流程。早前曾 有消息称苹果计划在iPhone 18上引入2亿像素主摄，但 最新进展显示，该计划已被推迟，预计最早要到2028年 发布的iPhone 21系列才可能首次搭载。 此外，现有的灵动岛功能也将迎来更新，升级为支持自由拖拽的迷你悬浮窗口形态，在交互灵活性和界 面沉浸感方面均有提升。综合多方信息确认，苹果今年不会推出iPhone 18标准版机型，该型号将与 iPhone 18e一同延后至2027年正式亮相。 数码博主"数码闲聊站"近日发文澄清，此前关于iPhone 18将配备2亿像素摄像头的说法并不属实，明确 表示"本来就没有"这一规划。他指出，目前iPhone 18 Pro系列的影像系统配置已基本敲定，将搭载4800 ...

要闻提示 NEWS REMIND 1.内存短缺引发巨头争夺战：曝苹果高管长驻韩国，目标锁定三星、SK 海力士三年 DRAM 订单 2.霸王茶姬店员"手拌奶茶"系摆拍！该门店无限期停业整顿，涉事员工被辞退 3.特斯拉中国推出5年0息购车方案 4.长城汽车正式取消大小周实行双休，员工配乐《好日子》庆祝 5. 小米正式回应米黑KOL合作事件：辞退涉事员工，对许斐徐洁云通报批评 6.贾国龙认错后西贝服务员晒工资条：月到手近万！网友慕了…… 7.苹果2026年首款新品！AirPods Pro 3马年特别款发布，售价1899元 8.韩国政府推每周4.5天工作制，每名员工每月最高可获80万韩元补贴 今日头条 HEADLINE NEWS 内存短缺引发巨头争夺战：曝苹果高管长驻韩国，目标锁定三星、SK 海力士三年 DRAM 订 单 1 月 6 日消息，上个月有爆料称，苹果与三星电子、SK 海力士签署的 DRAM 内存长期供货协议 （LTA）即将到期，这两家韩国厂商计划自 2026 年 1 月起提高对苹果的芯片报价。据外媒报道，苹果高 管已在韩国京畿道华城一带的酒店长期入住，以便与三星和 SK 海力士就供货协议进行长期谈判，试图 ...

Summary of Key Points from J.P. Morgan's Predictions for 2026 Company: Apple 1. **Product Cycle and Cost Management**: The key driver for Apple's upside in 2026 will be the product cycle and cost management rather than AI advancements. The iPhone 17 and 18 cycles will focus on traditional features like form factor and camera, with AI playing a lesser role in differentiation [1][14] 2. **AI Partnerships**: Apple is expected to partner with leading AI model companies to enhance Siri, but consumer interest in AI differentiation remains low, focusing instead on basic AI features [1][2] 3. **Executive Changes**: Significant changes in top personnel at Apple are anticipated as the company positions itself for AI leadership. The average age of the leadership team is around 59 years, and strong hiring momentum in AI is expected to continue [2] Industry: Electronic Manufacturing Services (EMS) and Contract Manufacturers 1. **Modest Year Ahead**: The EMS and contract manufacturers are expected to have a modest year in 2026 compared to 2025, with share price upside tied to earnings revisions rather than multiple expansions [3] 2. **Earnings Revisions**: The share price upside for EMS/CMs in 2026 will be limited compared to the previous year, as the group has already seen a re-rating in earnings multiples [3] AI and Networking 1. **AI Networking Growth**: AI Networking is expected to grow faster than AI Compute due to customer focus on optimizing compute spend and the scaling of AI clusters, leading to increased networking interconnects [7] 2. **Optics Market**: The optics market is anticipated to benefit significantly from the AI investment cycle, with a focus on AI Networking and the share of optics within networking driving outperformance [8] 3. **Investment Strategy Shift**: Investor interest is expected to shift from suppliers with high leverage to merchant GPUs to those with custom ASICs, driven by a more favorable outlook for custom ASICs in AI compute [6] Enterprise Spending and Cost Dynamics 1. **Challenged Enterprise Spending**: Traditional IT spending is expected to be crowded out by cloud AI spending, leading to muted refresh and upgrade cycles for traditional IT [9] 2. **Cost Inflation Management**: Suppliers are expected to manage cost inflation effectively, with limited risks to pass-through costs to end customers due to the urgent need for AI infrastructure [10] 3. **Supply Constraints**: Supply constraints are anticipated to impact growth linearity and share price upsides in 2026, with revenue drivers for AI suppliers expected to accelerate despite non-linear growth paths [11] Market Outlook 1. **Earnings Revisions and Multiple Expansion**: The first half of 2026 is expected to see share price upside driven by earnings revisions, while the second half may offer opportunities for multiple expansion as clarity on 2027 capex plans improves [12] 2. **Investor Sentiment**: The sentiment towards AI-levered suppliers was weaker in the first half of 2025, but improved in the second half, indicating a potential trend for 2026 [18] Additional Insights 1. **Tariff Impact**: Tariff-related headwinds are expected to be less impactful than previously feared, with limited implementation of announced tariffs [28] 2. **Automotive Sector Trends**: The automotive sector, particularly in relation to electric vehicles, remains an area of disillusionment, with consumer preferences shifting away from EVs [29]

Two of the company's bigger projects, in the Apple Car and Vision Pro, have failed; Growth has been non-existent; And, criticism about the company's lackI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizin ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

来源：环球网 macrumors报道指出，此次合作不仅是苹果供应链多元化布局的重要一步，也标志着iPhone核心组件首 次落地美国生产。行业分析指出，苹果选择三星打破索尼垄断，一方面是看中其堆叠传感器的先进技 术，另一方面也有意分散供应链风险、贴近美国本土市场需求。据悉，搭载该新型传感器的iPhone 18 系列预计于2027年上半年发布。（旺旺） 外媒报道称，苹果与三星已于今年8月达成合作协议，三星将为iPhone 18打造首款商用三层堆叠图像传 感器。该传感器通过垂直堆叠多传感器层，可显著提升像素密度、弱光拍摄能力和动态范围，同时实现 更快读取速度与更低功耗，技术实力较当前索尼供应的传感器大幅升级。 【环球网科技综合报道】12月25日消息，据macrumors报道，苹果iPhone供应链将迎来重大调整——三 星将在美国得克萨斯州奥斯汀工厂为iPhone 18系列生产高端图像传感器，这标志着苹果终结了索尼对 iPhone图像传感器的独家供应格局。 为推进该项目，三星计划向奥斯汀工厂投资190亿美元，目前已启动设备安装筹备工作，公开招募机 械、电子技术人员及管理人员，并预计于2026年3月让新生产线正式投产。 ...

Group 1 - The revised Public Security Administration Punishment Law will take effect on January 1, 2026, and has garnered significant attention from media and the public regarding Article 136 [4][5] - The law's revision process included public consultations during its initial and second readings in August 2023 and June 2024, respectively, with specific provisions for sealing records of minor offenders [5][6] Group 2 - The law's provisions for sealing public security violation records apply to minors, covering various types of violations [5] - The law aims to address public concerns and clarify the implications of sealing records for individuals involved in minor offenses [4][5] Group 3 - The law's revisions reflect a broader trend in legal reforms aimed at balancing public safety with the rehabilitation of young offenders [5][6] - The law's implementation is expected to influence public perception and legal practices surrounding juvenile offenses in China [4][5]

全球 DRAM 供应链的持续短缺，正在深度考验苹果的成本控制能力。消息源 yeux1122 昨日（12 月 23 日）发布博文，用于iPhone 17 Pro系列的 12GB LPDDRSX 内存芯片价格已从 2025 年初的 25-29 美元（IT之家注：现汇率约合 176 - 204.1 元人民币）暴涨至 70 美元（现汇率约合 492.7 元人民币）以上 溢价幅度高达 230%。 Apple 苹果 아이폰 17 프로 탑재, 12GB LPDDR5X램 가격 230% 폭 信 iPhone 17 Pro 中包含的 12GB LPDDR5X 内存的价格 已经飙升了 230%。 라즈크 兰祖克 添加邻居 애플도 최근 급등하고 있는 램 가격에 대해서 여러 대책을 마련하고 있는 시점이라고 합니다.(*국내외 내용 : 三星目前占据了苹果该类芯片约 60% 至 70% 的出货量，这意味着苹果短期内难以找到替代供应商。若 DRAM 短缺状况未能在合同到期前得到缓解，苹果 将不得不按市场高价续约，从而进一步推高iPhone 17及后续iPhone 18系列的生产成本。 这一成本危机对即将到来的iPhone1 ...

iPhone Air的失败，本质上是苹果在追求极致轻薄与用户体验之间失衡的结果。为将厚度压缩至5.6毫 米，苹果在核心配置上做出多项妥协： 最后，苹果定价策略的失误，则进一步放大了上述问题。iPhone Air起售价高达7999元，仅比配置更高 的iPhone 17 Pro低1000元，性价比严重不足。消费者普遍认为，为一款"处处妥协"的产品支付如此高价 并不划算，导致其被贴上"高价低配"的标签。 行业连锁反应 iPhone Air的失败，不仅令苹果自身陷入困境，更引发了整个行业的连锁反应。小米、OPPO、vivo等厂 商原本计划推出类似Air的轻薄机型，但受iPhone Air市场表现影响，纷纷取消项目，转而聚焦其他赛 道。三星Galaxy S25 Edge同样销售不理想，其继任者S26 Edge项目也被叫停。这表明，超薄设计并非当 前智能手机市场的核心需求，消费者更看重综合体验而非单一维度的突破。 【CNMO科技】近几年，苹果在手机业务因缺乏创新而屡屡造人诟病。2025年，苹果推出iPhone Air， 采用了创新性的超薄设计，也是近几年设计变动最大的iPhone之一。然而，这款被寄予厚望的机型却意 外折 ...

全文共1523字，阅读大约需要3分钟 产品线扩张背后，是苹果应对增长压力的主动调整。 12月17日，据智通财经报道，多名直接参与苹果及供应商产品工作的消息人士透露，未来两年，苹果计 划大幅扩展智能手机产品线，2027年秋季前可能累计发布至少七款新的旗舰机型。 具体来看，首款可折叠iPhone预计在2026年秋季发布。多名参与该项目的人士称，这款设备展开时宽度 大于高度，外形像一台小号iPad。 其他拟发布的产品包括：2026年春季将推出的iPhone 17e（名字待定）、2026年秋季将推出iPhone 18 Pro和Pro Max，2027年春季发布iPhone 18、iPhone 18e（名字待定）、iPhone Air 2（名字待定），以及 20周年纪念版iPhone 20（名字待定）。据悉，20周年纪念版将取消黑色边框并扩大屏幕尺寸，苹果计 划将前置摄像头置于屏下，使其成为首款无挖孔、真正的"全屏"iPhone。 相关话题下，有网友评论称："折叠屏和真全面屏都来了，期待"。也有人表示："13申请再战两年"。 第四财季，苹果核心产品iPhone销售收入为490.25亿美元，同比增长6%，但低于分析师预估 ...