消费电子行业观察：苹果折叠屏技术突破在即；英伟达GB200拉动服务器市场增长

金融界2025-03-10

全球消费电子行业正迎来新一轮技术迭代与需求共振。苹果折叠手机研发进展引发产业链高度关注，其采用的左右折叠设计和创新材料技术或将推动产业链关键环节升级；与此同时，AI算力需求驱动半导体市场持续增长，英伟达GB200服务器加速拉货带动台系代工厂商业绩爆发，存储芯片价格在供需紧平衡下持续攀升。一、苹果折叠手机技术突破催化产业链升级折叠屏技术聚焦轻薄化与折痕优化苹果计划于2026年推出的折叠手机采用左右...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2518279345?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-10 10:51","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2518279345","market":"sh","top_or_hot":-1,"title":"消费电子行业观察：苹果折叠屏技术突破在即；英伟达GB200拉动服务器市场增长","media":"金融界","content":"<div>\n<p>全球消费电子行业正迎来新一轮技术迭代与需求共振。苹果折叠手机研发进展引发产业链高度关注，其采用的左右折叠设计和创新材料技术或将推动产业链关键环节升级；与此同时，AI算力需求驱动半导体市场持续增长，英伟达GB200服务器加速拉货带动台系代工厂商业绩爆发，存储芯片价格在供需紧平衡下持续攀升。一、苹果折叠手机技术突破催化产业链升级折叠屏技术聚焦轻薄化与折痕优化苹果计划于2026年推出的折叠手机采用左右...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310105313963f95b1&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消费电子行业观察：苹果折叠屏技术突破在即；英伟达GB200拉动服务器市场增长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消费电子行业观察：苹果折叠屏技术突破在即；英伟达GB200拉动服务器市场增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-10 10:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310105313963f95b1&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球消费电子行业正迎来新一轮技术迭代与需求共振。苹果折叠手机研发进展引发产业链高度关注，其采用的左右折叠设计和创新材料技术或将推动产业链关键环节升级；与此同时，AI算力需求驱动半导体市场持续增长，英伟达GB200服务器加速拉货带动台系代工厂商业绩爆发，存储芯片价格在供需紧平衡下持续攀升。一、苹果折叠手机技术突破催化产业链升级折叠屏技术聚焦轻薄化与折痕优化苹果计划于2026年推出的折叠手机采用左右...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310105313963f95b1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"561100","symbol_name":"消费电子ETF富国","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310105313963f95b1&s=b","article_id":"2518279345","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310105313963f95b1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2518279345","pubTimestamp":1741575069,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"全球消费电子行业正迎来新一轮技术迭代与需求共振。苹果折叠手机研发进展引发产业链高度关注，其采用的左右折叠设计和创新材料技术或将推动产业链关键环节升级；与此同时，AI算力需求驱动半导体市场持续增长，英伟达GB200服务器加速拉货带动台系代工厂商业绩爆发，存储芯片价格在供需紧平衡下持续攀升。服务器厂商业绩爆发式增长英伟达GB200服务器大规模拉货推动台系代工厂商业绩飙升。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159732":"消费电子","561100":"消费电子ETF富国","561310":"消电ETF国泰","561600":"消费电子ETF","562950":"消费电子ETF易方达","600130":"*ST波导","600203":"福日电子","600363":"联创光电","601138":"工业富联","601231":"环旭电子","603052":"可川科技","603296":"华勤技术","603327":"福蓉科技","603341":"龙旗科技","603626":"科森科技","603633":"徕木股份","605277":"新亚电子","688260":"昀冢科技"},"translate_title":"Consumer electronics industry observation: Apple's folding screen technology breakthrough is imminent; Nvidia GB200 drives server market growth","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159732":1,"561100":0.9,"561310":0.9,"561600":0.9,"562950":0.9,"600130":0.9,"600203":0.9,"600363":0.9,"601138":0.9,"601231":0.9,"603052":0.9,"603296":0.9,"603327":0.9,"603341":0.9,"603626":0.9,"603633":0.9,"605277":0.9,"688260":0.9},"content_text":"全球消费电子行业正迎来新一轮技术迭代与需求共振。苹果折叠手机研发进展引发产业链高度关注，其采用的左右折叠设计和创新材料技术或将推动产业链关键环节升级；与此同时，AI算力需求驱动半导体市场持续增长，英伟达GB200服务器加速拉货带动台系代工厂商业绩爆发，存储芯片价格在供需紧平衡下持续攀升。一、苹果折叠手机技术突破催化产业链升级折叠屏技术聚焦轻薄化与折痕优化苹果计划于2026年推出的折叠手机采用左右折叠设计，机身尺寸与当前主流产品相当，重点在消除屏幕折痕与降低整机厚度方面实现突破。这一技术路径或将推动盖板玻璃、转轴铰链(不锈钢/钛合金材料)及柔性印刷电路板(FPC)等核心组件的工艺创新，相关材料供应商有望率先受益。产业链垂直整合加速苹果与阿里巴巴合作开发面向中国市场的iPhoneAI功能，进一步强化其本地化服务能力。此外，iPhone16e机型淡季拉货需求旺盛，带动一季度苹果产业链业绩超预期。部分供应商同步布局机器人、AI眼镜等新兴领域，为后续增长提供多元化支撑。细分赛道协同发力消费电子需求回暖拉动元件订单增长，LCD面板价格持续上行；存储芯片领域，闪迪率先提价预示行业涨价潮临近。半导体代工环节，台积电CoWoS产能预计2025年提升至6.5-7.5万片/月，2026年进一步扩至9-11万片/月，为AI芯片需求提供充足产能支持。二、AI算力驱动半导体与服务器市场高增长全球半导体销售创历史新高2025年1月，全球半导体销售额达565亿美元，同比增长17.9%，创同期新高。美洲市场以50.7%的同比增速成为主要驱动力，反映数据中心与AI硬件需求爆发。SK海力士DDR5系列产品现货价格持续攀升，供应商限量出货策略加剧市场紧缺预期；eMMC价格同样高位运行，买家采购意愿维持稳定。服务器厂商业绩爆发式增长英伟达GB200服务器大规模拉货推动台系代工厂商业绩飙升。广达2月营收达1505亿新台币，同比增幅78.6%；纬颖2月营收465亿新台币，同比激增91.2%。AI-PCB在GB200服务器、ASIC芯片及800G交换机需求带动下满产满销，覆铜板厂商稼动率提升并启动局部涨价，行业景气度持续上行。自主可控逻辑强化外部制裁升级加速半导体产业链逆全球化进程，设备、材料及零部件国产替代需求迫切。与此同时，Meta、谷歌等厂商加大自研算力芯片投入，OpenAI即将发布的GPT-5或进一步推高算力硬件需求，行业中长期增长确定性增强。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease,dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2518279345","isCrawlerRequest":true}