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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Jul 21

1 items

00:30Impact score 60
realme退出中国，OnePlus暂停欧美新机
realme停止在中国发布新机并转向海外，OnePlus暂停欧美新机发布以聚焦中国。此举将导致智能手机及移动芯片在相关区域的出货需求下降。
利空
相关区域出货需求。
Smartphones Mobile Processors Mobile MemoryOPPO, realme and 3 totalInventory Shift

Mon, Jun 15

1 items

12:57Impact score 60
Visionox加速ViP商业化，柔性OLED利用率降
Visionox加速ViP技术商业化，中国柔性OLED产能利用率下滑。受智能手机需求疲软及库存压力影响，行业面临供应过剩风险。
利空
价格承压。
Flexible OLEDVisionoxInventory Shift

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18