Q1全球智能手机收入同比增长3% 华为销售额同比增长28.5%
Counterpoint报告显示，2025年Q1全球智能手机市场收入同比增长3%，主要由Apple、vivo及非前五大品牌推动。前五大手机品牌厂商中仅Apple和vivo实现收入增长。而非前五大品牌在华为和摩托罗拉的引领下取得两位数同比增长。
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May
27
May
京东方A：将综合考虑多方面因素 积极参与行业整合
京东方又考虑并购？5月27日，京东方A发布了投资者关系活动记录表。在这份记录表中，京东方Ａ表示，公司对于参与行业整合持开放的态度，如果行业出现整合机会，公司将综合考虑产业布局、行业格局、整合成本等多方面因素，积极参与行业整合。
27
May
618采购必看！海信XP3E+XW5F黄金组合：省30%成本，效率狂飙80%
在当下“996”甚至“007”成为常态的职场，海信推出的会议电视XP3E+会议平板XW5F黄金组合，可以让企业节省30%成本，工作效率提升80%，告别加班与无效会议，备受企业618采购青睐。
27
May
消息称苹果iPhone在美国有超过1.2亿用户 年出货量超过6000万
5月26日消息，据外媒报道，近一段时间，有关苹果iPhone在美国面临的关税挑战备受关注，在印度组装的iPhone出口到美国也将面临高额关税的情况下，苹果公司的选择并不多，只有承受关税和将iPhone转向美国生产这两个选项。
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May
消息称传音智能手机一季度在非洲市场份额仍接近50%
从市场研究机构的报告来看，今年一季度各大厂商的智能手机在非洲市场出货1940万部，高于去年同期的1820万部，同比增长6%。
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May
TCL科技：深交所并购重组审核委员会拟于近期审核公司本次交易事项
5月26日，TCL科技公告，公司拟通过发行股份及支付现金的方式购买深圳市重大产业发展一期基金有限公司持有的深圳市华星光电半导体显示技术有限公司21.5311%股权，并拟向不超过35名（含）符合条件的特定对象发行股份募集配套资金。
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May
Malaysia bets on advanced chip design to power US$270 Billion semiconductor ambition
Southeast Asian nation pivots from assembly hub to IC design powerhouse amid global supply chain tensions, but faces talent and scaling challenges
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May
China pilots unified AI compute network to end regional fragmentation
China officially launched its Computing Power Internet Pilot Network on May 17, 2025, in Nanchang, Jiangxi Province, during the World Telecommunication and Information Society Day. Led by the China Academy of Information and Communications Technology (CAICT) and supported by China Telecom, China Mobile, and China Unicom, the initiative aims to unify and virtualize compute infrastructure across the country.
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May
Tesla’s budget EV raises alarm among Korean, Japanese battery giants
As Tesla’s long-rumored low-cost electric vehicle appears poised for launch, anxiety is rising across its global battery supply chain—particularly among Korean and Japanese partners. Industry observers warn that Tesla’s increasing reliance on Chinese-made lithium iron phosphate (LFP) batteries could marginalize long-standing suppliers like LG Energy Solution (LGES), L&F, and Panasonic, potentially eroding their influence in the world’s most consequential EV supply chain.
27
May
AI chips and CoWoS orders keep HPI’s outlook running hot
Hon. Precision (HPI), a leading IC test equipment manufacturer, is benefiting from robust AI chip demand. In the first quarter of 2025, its after-tax net profit surged to NT$2.568 billion (approx. US$85.7 million), representing a year-over-year increase of 179.34%. Looking ahead to the second half of 2025, HPI chairman Alan Hsieh stated that AI applications are flourishing across various fields. Currently, there is no sign of market corrections for AI chips or advanced packaging technologies such as Chip on Wafer on Substrate (CoWoS) as rumored.