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印度制造杀疯了!iPhone 17全系产能敲定,中国产业链危险了?
Xin Lang Cai Jing· 2025-08-21 01:29
先看数据:2025年第二季度,印度产智能手机占美国进口总量的44%,直接把中国甩在身后,成了美国 最大的智能手机供应国。更狠的是,苹果计划到2026年底,让美国市场的iPhone 18系列"接近完全依赖 印度制造"。翻译成人话就是:以后美国人从苹果店里买到的新机,十有八九是"印度制造"的标签。这 操作,连好莱坞编剧都不敢这么编——让印度工厂给美国精英造手机,让中国工厂给全球打工?库克这 老狐狸,到底在打什么算盘? 一、苹果疯了?不,是库克在"豪赌"产业链安全 很多人觉得苹果疯了:印度工厂的品控、效率、供应链配套,能跟中国比吗?要知道,中国工厂能做 到"螺丝歪0.1毫米都要返工",印度工厂连基本的良品率都曾被曝只有70%(中国普遍95%以上)。但库 克不是傻子,他敢把"美国特供版"iPhone交给印度,根本不是为了省钱,而是在下一盘更大的棋——供 应链安全。 这些年,美国对中国科技企业的打压越来越狠,从芯片到软件层层卡脖子。苹果虽然嘴上不说,但身体 很诚实:把鸡蛋放在一个篮子里太危险了!万一哪天中美贸易战升级,中国工厂的iPhone运不出去,美 国市场就得断供。而印度呢?既能讨好美国政府的"制造业回流"政策(虽 ...
蜜雪冰城的子弹击中了我
半佛仙人· 2025-05-14 09:07
这是半佛仙人的第1800篇原创 1 这两天家里打扫,翻出了一个神奇的东西。 看到这张9年前的蜜雪冰城代金券的时候,我忽然有点恍惚。 它藏在一个抽屉的最深层,直到我无意中把它给翻了出来。 它实在太旧了,这个造型也太少见了,我认真想了一会儿这是啥时候的代金券。 然后时间的子弹呼啸而来,把回忆狠狠砸在了我的鼻梁上。 我想起来了,这是当年公司楼下那个蜜雪冰城送的代金券。 那是201 6年,已经是将近十年前的事情了。 十年前蜜雪冰城的子弹,击中了我。 2 那时候我有个习惯,下班路过蜜雪冰城的时候会顺手买一个冰淇淋,有时候他们做活动就会送我张代金券,我还会拿多的代金券和同 事换煮鸡蛋吃。 不管那一天过得有多糟糕,我的心情都会因为这个冰淇淋而好一点。 一方面因为蜜雪冰城的冰淇淋确实很便宜很有性价比,另一方面也因为那个时候我还很幼稚。 9年前的我情绪总是大起大落,激素水平丰沛得让现在的我嫉妒,无论是高兴还是不高兴都是因为一些很简单的事情,一个蜜雪冰城 的冰淇淋就能让我快乐起来。 现在的我每天只有无聊和累了两个念头,当然如果哪天忘记吃止痛药了,那么我连这两个念头都会消失,满脑子只剩下头和腰好疼啊 疼疼疼疼疼疼疼疼疼疼我特么要疼 ...
屏下Face ID将至、真全面屏逼近...iPhone狠料密集泄露
猿大侠· 2025-05-05 03:11
Core Viewpoint - The article discusses the upcoming iPhone models, particularly focusing on the iPhone 17 Air's battery performance, the uncertainty surrounding the iPhone 17e, and the future design innovations expected in the iPhone 18 and beyond [1][2]. Group 1: iPhone 17 Air - The iPhone 17 Air is reported to have lower battery endurance compared to previous models, with only 60% to 70% of users able to use it all day without charging, compared to 80% to 90% for other models [4]. - The design of the iPhone 17 Air is ultra-thin at 5.5 mm, making it the thinnest iPhone ever, which contributes to its reduced battery life [4]. - To address battery concerns, Apple plans to introduce an optional battery case for the iPhone 17 Air, which will provide additional protection and extend battery life [6]. - The supply chain is uncertain about the market demand for the iPhone 17 Air, leading to only 10% of the iPhone 17 series production capacity being allocated to this model [6]. Group 2: iPhone 17e - The iPhone 16e was launched earlier this year at a starting price of 4499 yuan, but it is unclear if the iPhone 17e will be released next year [9]. - Historically, Apple updates the iPhone SE series every few years, and this pattern may continue with the "e" series, with the next model potentially not arriving until 2027 [11]. - There is no definitive decision from Apple regarding the release of the iPhone 17e, making its launch seem unlikely at this time [13]. Group 3: iPhone 18 and Future Models - Apple is expected to adjust its iPhone release schedule, with the standard iPhone 18 being delayed until spring 2027, coinciding with the release of the iPhone 16e successor [14]. - The first foldable iPhone is anticipated to launch in fall 2026 alongside the iPhone 18 Pro series, featuring a book-like fold design with a screen size of 5.7 inches when folded and nearly 8 inches when unfolded [16]. - The iPhone 18 Pro series is expected to incorporate under-display Face ID technology, eliminating the need for a notch at the top of the screen [18][20]. - A truly bezel-less iPhone is projected for release in 2027, coinciding with the 20th anniversary of the iPhone, featuring a design where the front camera and Face ID are integrated under the display [22].
Qualcomm's Range Narrows Ahead of Earnings as Bulls Step In
MarketBeat· 2025-04-23 14:44
QUALCOMM TodayQCOMQUALCOMM$143.08 +4.34 (+3.13%) 52-Week Range$120.80▼$230.63Dividend Yield2.38%P/E Ratio15.29Price Target$201.21Add to WatchlistQualcomm Inc. NASDAQ: QCOM closed just under $140 on Tuesday night, continuing a steady rally off its multi-year low earlier this month. Since bottoming out at the start of April, the stock has gained nearly 15%, putting in a series of higher highs, one of the clearest bullish technical patterns around. The trading range has also narrowed sharply, a sign that vola ...