来源：环球网 【环球网科技综合报道】1月11日消息，据forbes援引The Elec报道称，苹果公司已确认将在其首款折叠 手机iPhone Fold中，采用三星显示器（Samsung Display）最新一代CoE（Color Filter on Encapsulant，封 装彩色滤光片）技术。该技术将首次应用于苹果产品线，并同步拓展至iPhone 18系列（含传闻中的 iPhone Air 2）及三星即将发布的Galaxy S26 Ultra。 据介绍，CoE技术的核心突破在于重构OLED面板光学结构：它取消了传统位于盖板玻璃与OLED发光 层之间的独立塑料偏光片（polarizer），转而将彩色滤光功能直接集成于OLED器件最外层的薄膜封装 （thin-film encapsulation）之上。这一设计不仅显著减少光学路径中的光损耗——常规偏光片会吸收约 50%的OLED出射光，迫使屏幕提高驱动电流以维持亮度，从而推高功耗；CoE则通过消除该瓶颈，在 同等亮度下实现最高达37%的功耗降低（三星显示器官方测试数据）。 对iPhone Fold而言，该技术带来三重实质性提升：更轻薄机身，去除偏光片及其配套 ...

外媒报导，受制于与存储器供应商签订的长约即将于2026年元月到期，在存储器报价呈现倍数翻涨下， 苹果后续无法再取得低价料源，恐面临庞大的存储器涨价带来成本激增压力，进而必须调升明年推出的 iPhone 18系列新机售价。 这意味存储器缺货大涨价引爆的"科技通膨"，恐怕连苹果都无法逃过。法人分析，一旦iPhone 18系列涨 价，将使得近年苹果推出新iPhone主打"规格提升、价格不变"的"加量不加价"策略随之喊卡，恐压抑买 气，牵动台积电（2330）、鸿海、大立光等供应链出货。 科技媒体Wccftech报导，iPhone 17 Pro和iPhone 17 Pro Max搭载的12GB LPDDR5X价格，已从今年初25 美元至29美元飙涨到70美元，大涨1.8倍。 苹果已在存储器价格飙涨前，透过与三星、SK海力士等存储器供应商签订长约巩固大量货源，当下仍 处于较有利地位，但相关长约据传将于2026年元月到期，若未拟定完善应变计划，苹果可能被迫调高 iPhone 18系列新机价格。 业界消息指出，iPhone 18系列可能搭载六通道LPDDR5X，苹果似乎一直无法找到三星以外的合适供应 商，目前三星供应的存储器 ...

要闻提示 NEWS REMIND 1.段永平牵头OPPO、vivo重组造车？众泰回应：目前没合作 2.美国将大疆列入受控清单，中方、大疆回应 3.市值蒸发上百亿！直播功能遭网络攻击，快手回应：已逐步恢复正常服务 4.传字节拿下春晚独家AI云合作 8.比亚迪11月欧洲销量同比猛增235%，特斯拉下降超34% 今日头条 HEADLINE NEWS 段永平牵头OPPO、vivo重组造车？众泰回应：目前没合作 12月23日消息，近日，网络上有传言称，段永平要带领OPPO、vivo一起参与众泰汽车重组造车。有博主 爆料称，这事从2025年10月就启动了，目前已进入实质运作阶段。据悉，在10月份众泰汽车的新一届董 事会名单中，6个非独立董事里，3个有奇瑞背景，还有董事跟步步高系沾边。 爆料称，连众泰新管理层的分工都给扒了出来：奇瑞系管生产制造，比如新上任的总裁韩必文，以前是奇 瑞捷豹路虎的高管，还有董事长李立忠，也是从奇瑞出来的；而步步高系就管资本和渠道，董事许明哲、 财务总监严敏霞，都跟段永平的步步高有关系。这样的人员组合引发行业人士猜测，步步高与奇瑞汽车或 将联手参与众泰汽车的重组。还有猜测称，OPPO和vivo也将 ...

Core Insights - Apple announced a significant personnel change with the retirement of John Giannandrea, Senior Vice President of Machine Learning and AI Strategy, set for Spring 2026, after nearly ten years with the company [1][3] - Amar Subramanya, a former Microsoft executive, has joined Apple as Vice President of AI, reporting directly to Senior Vice President of Software Engineering, Craig Federighi [3] Company Developments - Giannandrea has been instrumental in shaping Apple's machine learning and AI strategy since joining in 2018, overseeing advancements in core technologies such as Siri, computer vision, and natural language processing [3] - Under Giannandrea's leadership, Apple made significant strides in AI privacy protection, notably launching "differential privacy" and "on-device machine learning" frameworks in 2021 [3] - The Apple Neural Engine, which Giannandrea advocated for, has been integrated across all products, providing hardware support for real-time AI computations [3] Future Product Expectations - Supply chain reports suggest that the upcoming iPhone 18 series, expected in Fall 2026, may feature an upgraded Siri capable of more complex contextual understanding and multitasking [3] - Additionally, the Apple Watch may introduce health risk prediction features that utilize AI to analyze user biometrics [3]

Core Insights - The article discusses Apple's upcoming A and A Pro chipsets, which will be the first to utilize TSMC's nm process technology, promising significant performance and efficiency improvements [1][2]. Chip Packaging Transition - The transition from InFO (Integrated Fan-Out) to WMCM (Wafer-Level Multi-Chip Module) packaging technology is highlighted as a major difference for A and A Pro, allowing multiple independent dies to be integrated into a single package [2]. - This change offers several advantages, including enhanced design flexibility, improved scalability for product variations, and better energy efficiency through tighter integration of components [2]. Manufacturing Process Improvements - The adoption of Molded Underfill (MUF) technology in WMCM is expected to simplify the manufacturing process, reduce material consumption, and improve yield rates, thereby offsetting increased costs associated with TSMC's nm technology [3]. Cache Capacity Enhancements - The article notes significant improvements in cache capacity for A and A Pro, with the flagship chip's system-level cache (SLC) increasing from MB to MB, and the performance core L cache bandwidth for A Pro rising from GB/s to GB/s [5]. - Predictions for next year's cache capacities include A with a total of MB and A Pro with a range of MB to MB [5]. Energy Efficiency Innovations - Apple's advancements in energy efficiency cores are emphasized, with A Pro's energy core frequency showing a modest increase, yet achieving substantial performance gains in integer and floating-point benchmarks without increasing power consumption [6]. GPU Dynamic Cache Technology - The introduction of third-generation dynamic cache technology in A Pro allows for real-time memory allocation based on workload demands, enhancing performance and efficiency [8]. - This technology aims to reduce memory waste and improve GPU utilization, with expectations for further optimization in memory allocation granularity and speed [8]. iPhone 18 Series Integration - The A and A Pro chipsets are set to debut in the iPhone 18 series, with A Pro expected to be featured in iPhone 18 Pro, iPhone 18 Pro Max, and iPhone Fold, while the A chipset will be used in the iPhone 20 series in 2027 [9].

来源：环球网 在成本高企的背景下，苹果首款折叠屏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。此前， 郭明錤曾预测该机型售价在2000美元至2500美元之间，彭博社马克·古尔曼则预计售价约2000美元。 尽管定价偏高，但富邦研究对该机型销售表现持乐观态度。以7%的市场渗透率为测算基础，这款折叠 屏iPhone的生命周期销量预计可达1540万部，其中2026年出货量约540万部。 【环球网科技综合报道】11月25日消息，据Investing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，但苹果首款折叠屏iPhone的亮相有望成为市场亮点，其预计售价2399美元， 生命周期销量预计达1540万部。 报告指出，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%；iPhone整体出货量预计为2.34亿台，同比减少4%。零组件成本上涨成为行业主要压 力来源，其中DRAM合约价较2024年第四季度上涨逾75%，2026年智能手机物料成本 ...

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]

Group 1 - Apple plans to launch multiple affordable products in Q1 2026, including a low-cost MacBook and entry-level iPad, as well as the final model of the iPhone 17 series, the iPhone 17e [2][4] - The new MacBook will feature the A18 Pro chip, marking the first time an iPhone chip is used in the Mac series, built on TSMC's second-generation 3nm process, with a 6-core CPU, 6-core GPU, and 16-core neural engine [4] - Starting in 2026, Apple will change its product release schedule, delaying the standard iPhone 18 release to early the following year, alongside the "e" model [4][6] Group 2 - In the second half of 2026, Apple will release the iPhone 18 Pro Max, iPhone 18 Pro, and iPhone 18 Air, along with its first foldable iPhone [6] - The iPhone 18 and iPhone 18e models are set to launch in 2027, establishing a pattern of releasing standard and "e" models in the first half of each year [6]

Market Performance - US stock indices closed mixed on November 7, with the Dow Jones Industrial Average up 0.16% at 46,987.1 points, the S&P 500 up 0.13% at 6,728.8 points, and the Nasdaq down 0.21% at 23,004.54 points. For the week, the Dow Jones fell 1.21%, the S&P 500 fell 1.63%, and the Nasdaq fell 3.04% [1] - European stock indices all closed lower, with the German DAX down 0.77% at 23,550.71 points, the French CAC40 down 0.18% at 7,950.18 points, and the UK FTSE 100 down 0.55% at 9,682.57 points. For the week, the DAX fell 1.7%, the CAC40 fell 2.1%, and the FTSE 100 fell 0.36% [2][3] Employment Data - The US Labor Department failed to release the October non-farm payroll report due to a government shutdown, marking the second consecutive absence of this report. This situation raises concerns about the labor market and complicates the Federal Reserve's decision-making regarding interest rate cuts [5] - Economists had previously expected a reduction of 60,000 jobs in October, with the unemployment rate rising to 4.5%. The shutdown has led to a lack of official data, making private sector reports the only available employment indicators [6] - A report indicated that US companies announced over 153,000 layoffs in October, the highest level for this month in over 20 years, with total layoffs for the year nearing 1.1 million, the highest since the pandemic began in 2020. Factors contributing to this increase include the rise of artificial intelligence, slowing consumer and business spending, and rising costs [6] Semiconductor Industry - TSMC plans to raise prices for advanced chips manufactured using processes below 5nm, having notified major clients including Apple. The upcoming A20 chip, which will be produced using TSMC's 2nm process, is expected to see an average price of $280, which is at least a 50% increase compared to the 3nm process [7] - TSMC's price increase is attributed to the high costs associated with new technology investments and production line modifications, reinforcing its pricing power in the advanced process segment. This move is likely to lead to higher prices and profit pressures in the flagship smartphone market by 2026 [7] Monetary Policy - St. Louis Fed President Musalem indicated that there is still room for 50 to 75 basis points of monetary policy easing, aimed at supporting the labor market [8][9] - The Fed has maintained a cautious approach to interest rate adjustments, with recent cuts reflecting concerns over a cooling labor market. The Vice Chair of the Fed, Philip Jefferson, noted that current rates are near neutral levels, suggesting a gradual approach to future adjustments [9][10]

Market Performance - On November 7, US stock indices closed mixed, with the Dow Jones Industrial Average rising by 0.16% to 46,987.1 points, the S&P 500 up by 0.13% to 6,728.8 points, and the Nasdaq down by 0.21% to 23,004.54 points. For the week, the Dow fell by 1.21%, the S&P 500 by 1.63%, and the Nasdaq by 3.04% [1] - European stock indices all closed lower, with the German DAX down by 0.77% to 23,550.71 points, the French CAC40 down by 0.18% to 7,950.18 points, and the UK FTSE 100 down by 0.55% to 9,682.57 points. For the week, the DAX fell by 1.7%, the CAC40 by 2.1%, and the FTSE 100 by 0.36% [2] Employment Data - The US Labor Statistics Bureau failed to release the October non-farm payroll report due to a government shutdown, marking the second consecutive absence of this report. Economists had previously expected a reduction of 60,000 jobs and an increase in the unemployment rate to 4.5% [4] - In October, US companies announced over 153,000 layoffs, the highest for this period in over 20 years, and nearly 1.1 million layoffs have been announced this year, the highest since the pandemic began in 2020. Factors contributing to this increase include the rise of artificial intelligence, slowing consumer and business spending, and rising costs [5][6] Consumer Confidence - Consumer confidence in the US has dropped to its lowest level in over three years, with the Michigan Consumer Sentiment Index falling from 53.6 in October to 50.3 in November. The current economic conditions index decreased by 6.3 points to a record low of 52.3, reflecting growing concerns about the impact of the government shutdown [6] Semiconductor Industry - TSMC plans to raise prices for advanced chips manufactured using processes below 5nm, notifying major clients including Apple. The average price for chips using TSMC's 2nm process is expected to reach $280, which is at least a 50% increase compared to the 3nm process. This price hike is attributed to high costs associated with new technology and production line modifications [8][9] Federal Reserve Policy - St. Louis Fed President Musalem indicated that there is still room for 50 to 75 basis points of policy adjustment, emphasizing that the Fed's recent monetary policy actions aimed to support the labor market [9][10] - Fed Vice Chairman Philip Jefferson supported the recent 25 basis point rate cut, citing increased risks to the labor market and the need for cautious policy adjustments as rates approach neutral levels [11] Commodity Market - On November 7, international precious metal futures saw a general increase, with COMEX gold futures rising by 0.42% to $4,007.8 per ounce and silver futures up by 0.57% to $48.225 per ounce. The ongoing government shutdown has intensified economic data concerns, enhancing gold's appeal as a safe-haven asset [12]